You need to purchase any eligible investment product of at least the minimum amount through OCBC Bank to earn up to 2.40% a year. Purchases of the same financial product will be aggregated, if their effective date post free look/cancellation period or 14 days, whichever is longer, falls in the same calendar month.

For illustration purpose:

Table below shows a customer who purchases an eligible investment product in October 2022, with S$25,000 account balance in October and S$100,000 from November 2022 to September 2023.

Note: To ensure that the product you purchase meets your financial needs, our financial consultants will perform a Financial Needs Analysis (FNA) with you in order to help you make an informed decision.

You will receive the Invest Bonus for 12 consecutive months after the effective date of purchase post free-look period or 14 days, whichever is later. Effective date refers to the inception date of the insurance product, trade date of unit trust, deposit start date of structured deposit and transaction date of other relevant investment products.

For example:

Unit trusts or structured deposits investments that are subsequently cancelled will not be considered towards the minimum qualifying amount within the relevant calendar month.

The Invest Bonus earned on your 360 Account will be extended for another 12 consecutive months after the effective date of (your most recent) purchase post free-look period or 14 days, whichever is later.

Yes. You will continue to get this bonus interest.

There are many ways to pay for the investment products:

• Structured Deposits: Funds from your OCBC deposit account or SRS account (any agent bank)
• Unit Trusts: Funds from your OCBC deposit account, or CPF/SRS account (any agent bank) for applicable funds
• Bonds, Equity-Linked Convertible Investments, Reverse Equity-Linked Convertible Investments, Structured Investments and Structured Notes: Funds from your OCBC deposit account

• Unit Trusts, please click here.
• Structured Deposits, please click here or visit any OCBC Bank branch.
• Bonds, Equity-Linked Convertible Investments, Reverse Equity-Linked Convertible Investments, Structured Investments and Structured Notes, please contact your Premier Banking Relationship Manager.

Alternatively, please leave your contact details and our Personal Financial Consultants will get in touch with you.

These are examples of investment products that do not qualify for this bonus:

• Cash Equities
• Dual Currency Returns
• Financing Facility
• Foreign Exchange (FX)
• OCBC Blue Chip Investment Plan
• OCBC RoboInvest
• Singapore Savings Bond