finatiQ
Home | About finatiQ | Open Account | Contact Us | FAQs | Sitemap
 Search:
 
 
 
SRS/CPF Portfolio Setup
You’re in: Home » SRS/CPF Portfolio Setup
For maximum retirement income and tax savings.
 Benefits

• One account for all investment and money management needs

• Easy access - available online 24 hours, 7 days a week

• Greater tax savings

 How To Apply
For existing customers who wish to open a CPF Investment/SRS Account with OCBC Bank, please remember to send us the following:

CPF Investment Account:

• A photocopy of your NRIC (for Singaporeans/Singapore Permanent Residents) or passport (for Foreigners)
Account application for CPF Investment Account
CPF Standing Instruction form

SRS Account:

• A photocopy of your NRIC (for Singaporeans/Singapore Permanent Residents) or passport (for Foreigners)
Account application for Supplementary Retirement Scheme (SRS)
Annual Declaration Form for Supplementary Retirement Scheme (SRS) (For Foreigners Only)

Our mailing address is:
P.O. Box 1900
Robinson Road Post Office
Singapore 903750
 Pre-requisite

• Minimum age - 21 years old and above

• Cannot be an undischarged bankrupt or of unsound mind
 Deposit Insurance Scheme
Singapore dollar deposits held by or for an individual or a charity will be insured in accordance with and for up to the limits specified in the Deposit Insurance Act.

Please refer to the Deposit Insurance Scheme for more details.

 
Related Links Related Links
Promotions & Highlights
Promotional Highlights Promotional Highlights


 
Home | Banking | Investing | Promotions | Help Center | Tools & Info
© Copyright 2004 - 2010 finatiQ. All rights reserved.
Read our privacy policy, legal notice and copyright information / terms & conditions before browsing.
Singapore Island Bank Limited is an exempt financial adviser and is authorised to provide advisory services on collective investment schemes under the Financial Advisers Act.
Co.Reg.No.: 195400071R