OCBC Introduces Wealth Report to Strengthen Premier Customers' Investment Strategy

Jakarta, 30 June 2026 – OCBC Premier Banking has introduced the Wealth Report, a new feature within its Wealth Discovery financial planning and investment process, to further enhance its services for Premier customers. The Wealth Report offers comprehensive data and insights to help customers make informed investment decisions that align with their financial aspirations.

OCBC believes that investment allocation is a strategic decision. "Sound investment decisions should be based on data and tailored to each customer's risk appetite and financial aspirations. Through the Wealth Report, customers can understand how their portfolios can work harder to achieve their financial goals. This enables them to make more well-informed and confident investment decisions," said Diamond Stole, Wealth Management Advisory Head, OCBC.

Through the Wealth Report, customers, along with their Relationship Managers (RMs), can conduct investment reviews and identify areas for improvement to optimize the performance of their assets. The Wealth Report includes:

1. Net Worth Report, helps calculate total net worth to monitor the proportion of liabilities and assess overall financial health,
2. Asset-Based and Currency-Based Allocation, provides insights into asset composition by asset class and foreign exchange exposure,
3. Asset Holding Report, evaluates the performance of each investment product and supports future portfolio rebalancing strategies,
4. Monthly Performance Tracking, monitors portfolio returns and corrections monthly.

“OCBC Premier Banking is committed to providing a comprehensive service ecosystem that supports every customer's financial aspiration. To achieve this, we continue to strengthen our Premier Banking offering through holistic wealth and financial solutions, exclusive privileges, and seamless global transaction capabilities to support our customers' ambitions, lifestyles, and business growth,” said Stephanie Kristanto, Premier Banking Segment Head OCBC.

All of OCBC's wealth management capabilities are also supported and accessible through OCBC Mobile for customers and RM Mobile for OCBC Relationship Managers.

About OCBC
PT Bank OCBC NISP Tbk (OCBC) was established in Bandung in 1941 under the name Nederlandsch Indische Spaar en Deposito Bank. Over its 85 years of journey, the Bank has undergone several name changes, from 'Bank NISP' to 'Bank OCBC NISP', and 'OCBC' on November 14, 2023. As of March 31, 2026, OCBC serves customers through 201 office networks in 54 cities in Indonesia. Furthermore, customers could conduct transaction through the Bank's 510 ATM, about 85,000 ATM networks in Indonesia, and connected to more than 400 OCBC Group ATM networks in Singapore and Malaysia. OCBC also serves customers through various digital channels, including mobile banking and internet banking – both for individuals and corporations. For further information about OCBC please visit www.ocbc.id.

Brand & Communication Division, OCBC
OCBC Tower, Jl Prof Dr Satrio Kav 25, Jakarta 12940
Tel: 021- 25533888; Fax: (62)-021-57944000
Email: brand.communication@ocbc.id
Website: www.ocbc.id