How to Complete OCBC Self Declaration Form: A Step-by-Step Guide

As an individual investor, it's essential to understand the importance of completing the OCBC self declaration form accurately. This document serves as a declaration of your investment intentions and helps you make informed decisions about your financial portfolio. In this article, we'll walk you through the process of filling out the OCBC self declaration form step by step.

Before You Begin

It's crucial to note that past performance figures, predictions, or projections are not necessarily indicative of future or likely performance. Investment carries inherent risks, including the possibility of losing your principal amount invested. As such, it's essential to carefully consider your investment objectives, financial situation, and needs before making any investment decisions.

Understanding the OCBC Self Declaration Form

The OCBC self declaration form is designed to help you declare your intention to invest in various products offered by OCBC. The form requires you to provide personal and financial information, as well as details about your investment goals and risk tolerance.

Step 1: Review Your Investment Objectives

Before filling out the form, take some time to review your investment objectives. What are your short-term and long-term financial goals? Do you have a high-risk tolerance or do you prefer more conservative investments?

Step 2: Gather Required Documents

You'll need to provide identification documents, proof of income, and other relevant financial information. Make sure you have all the necessary documents ready before filling out the form.

Step 3: Complete the Form

Once you've gathered all the required documents, log in to your OCBC online banking account or mobile banking app and navigate to the 'Investment & Insurance' section. Select 'Retirement Portfolio' and follow the prompts to complete the self declaration form.

Additional Tips

* Contributions to SRS accounts must be made by 31 December of each year to be eligible for tax deduction in the same year.

* You can only deposit cash into your SRS account at OCBC branches.

* Cheques received before 3:30 pm on a working day will be credited to your SRS account around 4:00 pm on the following working day, if the cheque is good for payment.

Completing the OCBC self declaration form is an essential step in making informed investment decisions. By following these steps and carefully considering your investment objectives, financial situation, and needs, you can ensure that your investments align with your goals. Remember to always review and update your self declaration form regularly to reflect changes in your personal and financial circumstances.

Remember, the opinions or views expressed in this document are those of the third parties identified, and do not represent our view. It's essential to consult with your OCBC Relationship Manager before making any investment decisions.

Ocbc self declaration form