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Use a variety of investment tools, get the latest rates and financial trends, and download application forms.

Smart Tools

A wide range of tools and calculators for investment planning and tracking.

Education Calculator	Saving Calculator
Retirement Calculator	Financial Risk Calculator - Disability
Financial Risk Calculator - Death

Rates

Check out our latest rates!

finatiQ Investment Account

Fixed Deposit

Download Forms

Account Declaration form	SRS Account Declaration form
Set up CPFIS-OA / SA / SRS Portfolio	Authorisation to Debit OCBC Bank Account
Regular Savings Plan Application	Regular Savings Plan Amendment/Renewal
Regular Savings Plan Cancellation	Direct Debit Authorisation Application
CPF Standing Instructions (SI)	SRS Declaration
Standing Instructions (SI) Application/Cancellation	Standing Instructions (SI) Amendment
Interbank GIRO/Funds Transfer	UT Subscription/Switching through fax
SMS Token Update	Change in Personal Particulars
Remove Joint Account Holder	Token Replacement
Account Closure	Withdrawal Request
Investment Account Top-Up/UT Subscription / Redemption/FD Placement

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