你的人生规划
没有一个单一的人生目标能适合所有人。 无论你属于哪个年龄层,我们都有切合你的财务方案助你实现目标。
目标储蓄
计划置业家居。
就从现在开始!
为成家立室做好准备。
子女教育
规划他/她的梦想教育
就从现在开始!
教育是父母给予孩子
最好的礼物。
未来的教育成本不断增加
让我们助你制造一系列解决方案,助你无论未来如何,
你都可以实现你孩子的梦想。
退休
规划你的理想退休生活。
就从现在开始!
尽早规划你的未來。
现在是时候了!
没有足够的资金以维持理想的退休生活是普遍的忧虑。
让我们助你量身定制解决方案,为你期待的退休生活做好准备。
Get up to S$2,000 in cash when you plan with 华侨银行人生规划.
How do you qualify?
Go through the OCBC Retirement or Children's Education planner with our staff.
Purchase eligible insurance or investment products.
Make an appointment
Congratulations to our winners from the July and August draws! Please see the list of winners here.
现在是规划你的人生的最佳时机
Product Category |
Eligible Products |
Annual Premium or Investment Amount |
Regular Premium Endowment Insurance |
- MaxAdvance Payout and Compulsory Rider: Accidental Death Benefit (Payer)
- MaxEdu Goal
- MaxGrowth Enhanced
- MaxGrowth Enhanced Prepayment
- MaxGrowth Plus
- MaxRetire Income
- MaxRetirement
- MaxRetirement 10
- MaxRetirement Flex
- MaxRetirement Flex 10
- MaxWealth Premier 2
- PrimeGold Advantage
|
Annual premium of S$8,000 and above |
Product Category |
Eligible Products |
Annual Premium or Investment Amount |
Unit Trusts |
- Blackrock Global Allocation Fund
- Blackrock Global Equity Income Fund
- Blackrock Global Multi Asset Income Fund
- Fidelity Global Dividend Fund
- Fidelity Global Multi Asset Income Fund
- First State Dividend Advantage Fund
- Fullerton USD Income Fund
- JPMorgan Asia Pacific Income Fund
- Lion Global Short Duration Bond Fund
- Lion Global Singapore Dividend Equity Fund
- Lion-Bank of Singapore Asian Income Fund
- Lion-OCBC Global Core Fund (Growth)
- Lion-OCBC Global Core Fund (Moderate)
- Schroder Asian Equity Yield Fund
- Schroder Asian Income Fund
- Schroder ISF Global Multi Asset Income Fund
- Templeton Global Total Return
|
Investment amount of S$80,000 and above |
Product Category |
Eligible Products |
Annual Premium or Investment Amount |
Regular Premium Protection Insurance |
- Early Cancer Care
- Great Protector (Elite)
- MaxFamily Cover
- MaxFamily Protector
- MaxLife Multiplier 15 with Critical Illness Protector Multiplier 15 rider
- MaxLife Protector 2
- MaxTerm Value
- MaxTerm Value (CI)
- Mortgage Protect
- Mortgage Protect Advantage
- PremierTerm Plus
- PremierTerm Plus (TPD)
|
N.A. |
Get $20 when you go through the 华侨银行人生规划 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. OCBC Bank, 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. OCBC Bank 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. OCBC Bank, 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. OCBC Bank 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. OCBC Bank, 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 ).