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Mutual Fund Rewards via OCBC mobile Transactions

1 Apr 2024 - 5 Apr 2024

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Terms and Conditions

  • Mutual Fund transactions must be done via OCBC mobile
  • Program is valid for accumulated transactions each month based on eligible Mutual Fund types
  • Min. accumulated transactions subscription is IDR 50 Million (excluding fees) or USD 5,000 (excluding fees) during program period (1 - 5 April 2024)
  • Transaction and Mutual Fund rewards in USD will be converted using conversion rate USD/IDR 15,000
  • Reward is in the form of Money Market Mutual Fund for customers:
    Type of Mutual Fund Transactions Volume(IDR) Transactions Volume(USD) Money Market Mutual Fund Rewards
    Fixed Income Funds IDR50,000,000 5,000 0.10%
    Hybrids Funds 50,000,000 5,000 0.25%
    Stock Mutual Funds 50,000,000 5,000 0.50%

Terms and Conditions

  • For customers who are New to Investment (NTI) and open Mutual Fund (SID) account, in addition doing Mutual Fund subscription transactions on the same month with min. accumulated subscription transactions amounting to IDR 100 Mio or USD 10,000 during program period (1 - 5 April 2024), will earn additional reward of 1 (one) time from Money Market Mutual Fund reward, therefore total reward that will be received is as follows:
    Type of Mutual Fund Transactions Volume(IDR) Transactions Volume(USD) Money Market Mutual Fund Rewards
    Fixed Income Mutual Funds 100,000,000 10,000 0.20%
    Mixed Mutual Funds 100,000,000 10,000 0.50%
    Stock Mutual Funds 100,000,000 10,000 1.00%
  • Customers categorized as NTI starting from January 2nd, 2024 until program period ends
  • Money Market Mutual Fund rewards will be booked on the following month
  • Schroders Dana Istimewa Mutual Fund is not eligible for this program
  • This program is not valid for OCBC Bank employees
  • The NTI program does not apply to customers who have already received RDPU NTI rewards in 2024.

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