(1) The value of your net personal assets exceed S$2 million (or its equivalent in a foreign currency), subject that the value of your primary residence being capped at S$1 million; or
(2) Your income in the preceding 12 months is no less than S$300,000 (or its equivalent in a foreign currency); or
(3) The value of your financial assets (net of any related liabilities) exceed S$1 million (or its equivalent in a foreign currency).
Accredited Investors (AIs) are assumed to be better informed, and better able to access resources to protect their own interests, and therefore require less regulatory protection. Investors who agree to be treated as AIs therefore forgo the benefit of certain regulatory safeguards. For example, issuers of securities are exempted from issuing a full prospectus registered with the Monetary Authority of Singapore in respect of offers that are made only to AIs, and intermediaries are exempted from a number of business conduct requirements when dealing with AIs. You should consult a professional adviser if you do not understand any consequence of being treated as an AI.
Elevate your wealth journey
Elevate your wealth journey
At the new OCBC Premier Private Client Centre, you can hold private meetings with your Client Advisor and get inspired by the breathtaking views of the city skyline at our outdoor terraces.
At OCBC Premier Private Client, your queries deserve the right expertise. Get better perspectives on different markets from our OCBC Wealth Panel who are on hand to provide you with detailed advice that is considered and personalised.
Access investments that are not available to retail investors and get them exclusively tailored to your needs as an Accredited Investor. Bespoke wealth solutions include alternative funds, structured investments, and legacy planning.
