Accounts and eligibility
Sections ↑OCBC Securities Private Limited offers Singapore and foreign securities dealing through iOCBC and representatives. Basic Trading, financing and CPF/SRS routes have different funding and custody arrangements.[11][2][7][4]
Account comparison01
Account routes
| Route | Arrangement | Material condition |
|---|---|---|
| Basic Trading | Cash account with an assigned trading limit | SGX holdings can be linked to personal CDP; an OCBC custody sub-account is another arrangement.Source 2Source 6 |
| Share Financing | Borrow against approved cash/securities collateral | No contra; SGX collateral sits in an OCBC-maintained CDP sub-account.Source 7 |
| CPF/SRS | Agent-bank settlement for eligible investments | No contra. Insufficient funds or eligibility failures can cause cash settlement.Source 4 |
Specifications02
Opening requirements
| Applicant | Published route |
|---|---|
| Age 21+ with Myinfo | Online individual application.Source 2 |
| Age 18–20 | Offline application; S$1,000 initial deposit to commence trading.Source 2Source 3 |
| Foreign applicant without Myinfo / corporate applicant | Offline documentation route.Source 2 |
| Share Financing | Age 21+; minimum S$5,000 cash or equivalent marginable securities.Source 7 |
Products and market access
Sections ↑Specifications03
Available investment routes
| Route | Scope |
|---|---|
| iOCBC securities | Shares, ETFs, REITs, warrants, DLCs and bonds; the platform advertises 15 online exchanges.Source 3 |
| Representative-assisted markets | Access beyond the online exchange list through a trading representative.Source 2 |
| Leveraged products | Futures and leveraged forex use their own account routes and product documentation.Source 3 |
Commission and holding costs
Sections ↑Pricing & charges04
SGX ordinary-share commission in SGD
Pricing & charges05
Selected foreign-market online commission
Pricing & charges06
Other recurring and transaction costs
| Charge | Published treatment |
|---|---|
| SGX ordinary shares | Clearing 0.0325%; trading/access 0.0075%; settlement instruction S$0.35 per contract.Source 1 |
| Foreign-share custody | S$2 per counter/month, capped at S$200/quarter; waived with two trades/month or six/quarter.Source 4 |
| Foreign cash dividends | 1% of net dividend, S$3 minimum and S$50 maximum, plus applicable GST.Source 4 |
| Other foreign corporate actions | Published handling charge S$10.90 including GST.Source 4 |
Reference table07
Share Financing maintenance
iOCBC tools
Sections ↑Platforms & products08
iOCBC tools and subscriptions
| Tool | Published capability or charge |
|---|---|
| Web and mobile | Manage Basic Trading, Share Financing and Share Borrowing portfolios.Source 3 |
| Charting | TradingView charts; watchlists and stock/trade alerts.Source 3 |
| A.I. Oscar | SG, HK and US stock ideas informed by trading history; not personal investment advice.Source 3 |
| SGX Market Depth | S$30/month before GST; brokerage-based complimentary-access thresholds apply.Source 3 |
Funding and settlement
Sections ↑Process09
Cash movement
| Method | Published operating condition |
|---|---|
| Linked OCBC bank account | Instant deposits/withdrawals in supported currencies without transfer fees; both institutions’ security tokens are needed for linkage.Source 5 |
| Account eligibility | Corporate accounts and joint securities accounts without an individual securities account are excluded from this linkage feature.Source 5 |
| PayNow | Use the generated QR and an own-name account; the FAQ gives about 15 minutes for ledger updating.Source 4 |
| GIRO / EPS | Supported bank-link arrangements; linking OCBC Fund Transfer does not replace existing settlement instructions.Source 4Source 5 |
Process10
Settlement and CPF/SRS
| Item | Published position |
|---|---|
| Ordinary shares | Singapore T+2; United States T+1. Bank payout timing is separate.Source 4 |
| CPF/SRS payment selection | Change before 17:30 on trade day; agent-bank details are maintained through the web platform.Source 4 |
| Rejected CPF/SRS settlement | Can be changed to cash without advance notice when the agent bank rejects the trade.Source 4 |
Portfolio transfers and custody choices
Sections ↑Transfer terms11
Moving personal CDP holdings to OCBC custody
| Issue | Practical effect |
|---|---|
| Online request | Transfers all eligible securities; a partial transfer uses the paper-form route.Source 6 |
| Typical processing | Online: normally two business days, with settlement-related delay or failure possible; paper: five to six business days.Source 6 |
| Excluded holdings | SSBs, blocked securities, loaned shares, rights and delisted shares cannot use this transfer.Source 6 |
| Selling afterwards | Transferred shares cannot be sold through another broker until moved out of OCBC custody.Source 6 |
| Fees and dividends | The FAQ currently marks SGX transfer-in, sub-account maintenance and listed handling charges waived; dividends follow OCBC settlement instructions.Source 6 |
| Personal CDP account | Remains open. ATM IPO subscriptions and SSB holdings still require direct CDP arrangements.Source 6 |
Regulation and asset holding
Sections ↑Protections & eligibility12
Legal and custody structure
| Layer | Verified scope |
|---|---|
| Singapore dealer | OCBC Securities Private Limited; MAS lists capital-markets dealing, product financing and custodial services permissions.Source 12 |
| Financial advice status | The named MAS record also lists Exempt Financial Adviser activities.Source 12 |
| SGX account choice | Personal CDP registration and an OCBC depository-agent sub-account are distinct custody routes.Source 2Source 6 |
| Financing collateral | SGX collateral uses the designated CDP sub-account; foreign collateral uses a global custody provider.Source 7 |
Support and complaints
Sections ↑OCBC Securities support
Customer serviceTelephone
+65 6338 8688Source 10
Scope Overseas number; Singapore local line 1800 338 8688.
Hours Monday–Friday 08:30–17:00 Singapore time, excluding public holidays.
Investors HubWebsite
https://www.iocbc.com/contact-usSource 10
Scope 18 Church Street, #01-00 OCBC Centre South.
Hours Monday–Friday 09:00–17:00 Singapore time.
Process13
Escalation
Share lending
Sections ↑Reference table14
Lending participation
| Issue | Published condition |
|---|---|
| Eligibility | Age 21+ with a Basic Trading account; a separate lending/borrowing application and consent are required.Source 9 |
| Consent scope | All eligible shares in OCBC cash-account custody become available; the customer cannot select individual shares.Source 9 |
| Income | Earned only when shares are actually borrowed; demand and the agreed lending rate determine the amount.Source 9 |
| Recall and opt-out | Contact the trading representative; the page states return within one settlement cycle.Source 9 |
Company context
Sections ↑The facts15
OCBC Securities at a glance
| Measure | Value | Context |
|---|---|---|
| Company | OCBC Securities Private Limited | Source 12 |
| Company registration | 196600262R | Source 3 |
| Business established | 1986 | Source 11 |
| Ownership | Wholly owned by OCBC Group | Source 11 |
| Headquarters | Singapore | Source 11 |
| Membership | SGX securities and derivatives trading member | Source 11 |
- Headquarters
- Singapore
- Founded
- 1986
Legal entities & licences
These are source-dated records, not a blanket assessment of the broker. Read each issuer, identifier, status and scope together.
OCBC Securities Private Limited
No separate licence entry is recorded in this panel.
Sources & further reading
- Consolidated commission and charges OCBC Securities · Accessed 29 Oct 2026
- Basic Trading (Cash) Account OCBC Securities · Accessed 29 Oct 2026
- iOCBC trading platform OCBC Securities · Accessed 29 Oct 2026
- Fees, payments and settlements OCBC Securities · Accessed 29 Oct 2026
- OCBC Fund Transfer feature OCBC Securities · Accessed 29 Oct 2026
- CDP securities-transfer FAQ OCBC Securities · Accessed 29 Oct 2026
- Share Financing Account OCBC Securities · Accessed 29 Oct 2026
- Quality Priced Loan terms, updated 7 July 2023 OCBC Securities · Accessed 29 Oct 2026
- Share Borrowing and Lending Account OCBC Securities · Accessed 29 Oct 2026
- Contact OCBC Securities OCBC Securities · Accessed 29 Oct 2026
- About OCBC Securities OCBC Securities · Accessed 29 Oct 2026
- MAS directory: OCBC Securities Private Limited Monetary Authority of Singapore · Accessed 29 Oct 2026
- FIDReC complaint eligibility and time limit FIDReC · Accessed 29 Oct 2026
This profile reports dated public information, including broker-published services and terms. It does not independently test or guarantee execution, pricing or withdrawals. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.