沒有一個單一的人生目標能適合所有人。 無論你屬於哪個年齡層,我們都有切合你的財務方案助你實現目標。
計劃置業家居。
就從現在開始!
為成家立室作好準備。
規劃他/她的夢想教育
就從現在開始!
教育是父母給予孩子
最好的禮物。
未來的教育成本不斷增加
讓我們助你製造一系列解決方案,助你無論未來如何,你都可以實現你孩子的夢想。
規劃你的理想退休生活。
就從現在開始!
盡早規劃你的未來。是時候了!
沒有足夠的資金以維持理想的退休生活是普遍的憂慮。
讓我們助你量身定制解決方案,為你期待的退休生活做好準備。
How do you qualify?
Go through the OCBC Retirement or Children's Education planner with our staff.
+
Purchase eligible insurance or investment products.
Congratulations to our winners from the July and August draws! Please see the list of winners here.
Product Category | Eligible Products | Annual Premium or Investment Amount |
---|---|---|
Regular Premium Endowment Insurance |
|
Annual premium of S$8,000 and above |
Product Category | Eligible Products | Annual Premium or Investment Amount |
---|---|---|
Unit Trusts |
|
Investment amount of S$80,000 and above |
Product Category | Eligible Products | Annual Premium or Investment Amount |
---|---|---|
Regular Premium Protection Insurance |
|
N.A. |
Get $20 when you go through the 華僑銀行人生規劃 planner with our staff and subsequently make a purchase of the eligible products. More information here.
AND
Get up to $800 worth of rewards with a purchase of any selected regular premium insurance plan.
More information here.
Wealth Product Disclaimers
• Terms and Conditions apply. This is for general information and does not take into account your particular investment and protection aims, financial situation or needs. You should seek advice from a financial adviser before committing to a purchase. Otherwise, you should consider the suitability of the product. Insurance plans are provided by The Great Eastern Life Assurance Company Limited. This is not a contract of insurance. The precise terms and conditions of the insurance plans are specified in the policy contract. Buying a life insurance policy is a long-term commitment. An early termination of the policy usually involves high costs and the surrender value payable, if any, may be less than the total premiums paid.
• A copy of the prospectus of the fund is available and may be obtained from the fund manager or its approved distributors. Potential investors should read the prospectus for details before deciding whether to subscribe for, or purchase units in the fund. The value of the units in the funds and the income accruing to the units, if any, may fall or rise. Payouts are not guaranteed and may be changed at the fund manager's discretion without prior notice. Please refer to the prospectus for the name of the fund manager and the investment objectives. 華僑銀行, its related companies, their respective directors and/or employees (collectively "Related Persons") may or might have in the future interests in the investment products or the issuers mentioned herein. Such interests include effecting transactions in such investment products, and providing broking, investment banking and other financial services to such issuers. 華僑銀行 and its Related Persons may also be related to, and receive fees from, providers of such investment products.
Wealth Product Disclaimers
• Terms and Conditions apply. This is for general information and does not take into account your particular investment and protection aims, financial situation or needs. You should seek advice from a financial adviser before committing to a purchase. Otherwise, you should consider the suitability of the product. Insurance plans are provided by The Great Eastern Life Assurance Company Limited. This is not a contract of insurance. The precise terms and conditions of the insurance plans are specified in the policy contract. Buying a life insurance policy is a long-term commitment. An early termination of the policy usually involves high costs and the surrender value payable, if any, may be less than the total premiums paid.
• A copy of the prospectus of the fund is available and may be obtained from the fund manager or its approved distributors. Potential investors should read the prospectus for details before deciding whether to subscribe for, or purchase units in the fund. The value of the units in the funds and the income accruing to the units, if any, may fall or rise. Payouts are not guaranteed and may be changed at the fund manager's discretion without prior notice. Please refer to the prospectus for the name of the fund manager and the investment objectives. 華僑銀行, its related companies, their respective directors and/or employees (collectively "Related Persons") may or might have in the future interests in the investment products or the issuers mentioned herein. Such interests include effecting transactions in such investment products, and providing broking, investment banking and other financial services to such issuers. 華僑銀行 and its Related Persons may also be related to, and receive fees from, providers of such investment products.
Policy Owners’ Protection Scheme
Policy Owners’ Protection Scheme The insurance plans are protected under the Policy Owners' Protection Scheme which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for your policy is automatic and no further action is required from you. For more information on the types of benefits that are covered under the scheme as well as the limits of coverage, where applicable, please contact us or visit the Life Insurance Association (LIA) or SDIC websites (www.lia.org.sg or www.sdic.org.sg ).
Product Disclaimers
Terms and Conditions apply. This is for general information and does not take into account your particular investment and protection aims, financial situation or needs. You should seek advice from a financial adviser before committing to a purchase. Otherwise, you should consider the suitability of the product. MaxEdu Goal, MaxRetire Income and MaxTerm Value (CI) are provided by The Great Eastern Life Assurance Company Limited. This is not a contract of insurance. The precise terms and conditions of the insurance plans are specified in the policy contract. Buying a life insurance policy is a long-term commitment. An early termination of the policy usually involves high costs and the surrender value payable, if any, may be less than the total premiums paid.
A copy of the prospectus of the Lion-OCBC Global Core fund is available and may be obtained from the fund manager or its approved distributors. Potential investors should read the prospectus for details before deciding whether to subscribe for, or purchase units in the fund. The value of the units in the funds and the income accruing to the units, if any, may fall or rise. Payouts are not guaranteed and may be changed at the fund manager’s discretion without prior notice. Please refer to the prospectus for the name of the fund manager and the investment objectives. 華僑銀行, its related companies and their respective directors and/or employees may have positions or other interests in, and may effect transactions in products mentioned and may also perform or seek to perform broking and other financial services to any persons or entities mentioned.
Policy Owner's Protection Scheme
Policy Owner's Protection Scheme The insurance plans are protected under the Policy Owners' Protection Scheme which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for your policy is automatic and no further action is required from you. For more information on the types of benefits that are covered under the scheme as well as the limits of coverage, where applicable, please contact us or visit the Life Insurance Association (LIA) or SDIC websites (www.lia.org.sg or www.sdic.org.sg ).