Bonus Up to IDR75,000 ! Create Life Goals & Buy Investment Product on OCBC mobile

December 2023

Create Life Goals & Buy Investment Product on OCBC mobile to get Bonus RDPU (Schroder Dana Likuid) up to IDR75,000 now!

Life Goals is a feature in ONe Mobile that can help You to fulfil your financial inspiration. You can create Life Goals depending on your needs and utilize your existing investment to fulfil your financial goals. Let’s fulfill Your financial aspiration with Life Goals!

Create Life Goals Mission:

  1. Customer Criteria:
    • Applies to invited OCBC Customer.
    • Customer registered/Signed Up in Nyala service in OCBC mobile;
    • Customer that has existing active investment product (Deposito, TAKA, Mutual Funds, and Obligation);
    • Customer that have yet to create Life Goals.
  2. Customers will create Life Goals and link their existing investment product to the Life Goals.
  3. 1 Customer is entitled to receive reward of RDPU (Schroder Liquid Fund) with value equals to IDR 25K.
  4. 1 Customer can only receive the rewards 1 time from creating Life Goals during the program duration.
  5. RDPU rewards will be given to the customer latest by the 25th date of next month after the customer completed the activity on point#2 above.
  6. Eligible customer that has yet to create SID, is required to create SID after finishing the mission to receive reward.

Product Investment Mission:

  1. Customer Criteria:
    • Applies to invited OCBC Customer.
    • Customer registered/Signed Up in Nyala service in OCBC mobile;
    • Customer already owned a Life Goal(s) but has yet to link with an investment product.
    • Customer has yet to owned Mutual Funds and Obligations product.
  2. 1 Customer will be required to place investment (not included product service fee) a minimum of Rp5 mio for the following product:
    • Secondary Market Bonds investment and/or;
    • Mutual Funds investment with fixed income type of bonds / balanced fund.
  3. 1 Customer is entitled to receive reward of RDPU (Schroder Mutual Fund) with value equals to IDR 25K for any placement of investment in point#2 above.
  4. 1 Customer can receive a maximum of IDR 50K for obligation and mutual funds placement during the program duration.
  5. RDPU rewards will be given to the customer latest by the 25th date of next month after the customer completed the activity on point#2 above.
  6. Eligible customer that has yet to create SID, is required to create SID after finishing the mission to receive reward.

Simulation
Create Life Goals Mission:

Customer X has yet to own Life Goals or product, then proceed to create Life Goals for travel and purchase mutual funds equal to IDR7 mio and link it to Life Goals created. The customer will then receive a rewards of RDPU with value equals to IDR 50K, as a completion of creating Life Goals mission and product investment mission.

Customer Y owned some investment product, but have yet to use the Life Goals feature. When customer Y create Life Goals for travel and link their existing product to that Life Goals, then customer Y will receive a rewards of RDPU with value equals to IDR 25K, as a completion of creating Life Goals mission.

Product Investment Mission

Customer A invests on a mutual bond A with the amount of IDR12 mio will receive rewards of RDPU with value equals to IDR 25K.

Customer B invests on a mutual bond A with the amount of IDR7 mio and mutual bond B with the amount of IDR9 mio, will receive rewards of RDPU with value equals to IDR 50K

Schroder Mutual Fund is an investment product from PT Schroder Investment Management Indonesia (''PT SIMI'') which is owned by Schroders Group, a company based in England. Founded on 1804, Schroders group has been working in Investment Management since 1926 and has been managing funds and investment from retail clients such as insurance and pension fund. PT SIMI has been registered and under jurisdiction of OJK under BAPEPAM no. KEP-04/PM/MI/1997 as of 25 April 1997.

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