Introducing Premier Wealth Report. Leave Your Money To Us, But Stay In Total Control. OCBC Bank (Malaysia) Berhad Menara OCBC, 18 Jalan Tun Perak, 50050 Kuala Lumpur Malaysia. OCBC Bank (Malaysia) Berhad (295400-W)
OCBC Premier Banking adds more value to your money Apart from making your wealth work harder, OCBC Premier Banking is all about you what you expect from your bank and how you prefer to manage your money. It s about how we keep evolving and improving to make banking simpler and more convenient for you. Introducing the Premier Wealth Report a smarter, more organised way to manage wealth. With the Premier Wealth Report, all your accounts deposits, loans/financing, credit card balances, insurance/takaful and investments will be consolidated in one statement, where you can quickly get information at a glance. A clear and concise wealth report makes a world of difference to how you can manage your finances, your wealth. And don t worry if you should need further assistance your Relationship Manager is just a phone call away. John Tan 123 Main Road Malaysia 123123 Here are a few tips on how you can make this report work harder for you Your Monthly Wealth Report as of 31st October 2015 Claudia Wong Lye Wei Your Relationship Manager Mobile: 012-8888888 Main: 03-4165678 Email: CLAUDIA@OCBC.COM OCBC Bank (Malaysia) Berhad 18 Jalan Tun Perak 50050 Kuala Lumpur Malaysia A Member of the OCBC Group Premier Hotline: +603 8315 4288 www.ocbc.com.my/premier Contact Details of your Relationship Manager Save your Relationship Manager s contact details into your mobile phone. Your Relationship Manager will always be a call away wherever and whenever you need him/her. Find out more about the Wealth Report What is included in the Wealth Report? Maturity dates of investments and fixed deposit/fixed deposit-i Loan/financing balance and details Credit card balance and details Relationship Manager contact details Wealth Portfolio Summary Your reference currency: MYR(Ringgit Malaysia) To give you an overview of your portfolio, all values on this page shown in foreign currencies are converted to your reference currency. The following exchange rate has been applied. Code CCY / MYR AUD 2.8530 SGD 2.7078 USD 3.0087 Assets Cash & Deposit MYR ($) Cash Accounts 840,437.76 Accounts 368,661.82 1,209,099.58 Investments *Unit Trusts Total (Cash & Deposit + Investments) 1,392,507.78 Insurances Surrender value 5,733.05 Liabilities Loans/Financing MYR ($) 313,922.75 Total 313,922.75 Your Consolidated View View all your accounts in an easy-to-read report. This report consolidates your deposits/deposit-i, loan/financing, credit card balances, insurance/takaful and investment accounts. How often will you get a Premier Wealth Report? *Valuations for Equities, Fixed Income and Unit Trusts are derived from their indicative market values. The rest of the investments are based on the original investment amount. You will receive a report every month. Will you get your usual Savings Account/Savings Account-i and Current Account/ Current Account-i statements? No, they will be consolidated under one statement called the Premier Wealth Report. What happens if you have a joint account? Reports are consolidated for accounts under your name. If you have a joint account, a separate Premier Wealth Report will be sent to you. Other details in the report you may find useful: Unrealised profit and loss: Indicative market value of your investments will be provided for your reference. Where possible, we will also reflect the cost price of your investments and calculate your unrealised profit or loss. Pending transactions: These are transactions that have already been transacted but are still pending settlement. What's coming? 01 Nov Sunday Term Loan (MYR 1,620.00) Cash Financing-i (MYR 563.00) 03 Nov Tuesday 7013001571 (MYR 25,035.63) 05 Nov Thursday (AUD 30,920.50) 07 Nov Saturday 7013001148 (MYR 25,116.78) 09 Nov Monday (AUD 9,276.15) 23 Nov Monday 26 Nov Thursday 30 Nov Monday (AUD 12,442.63) (USD 16,077.17) (AUD 10,049.71) (USD 35,000.00) OAC MRTA (MYR 380.50) Your Personalised Banking Calendar Be reminded of your fixed deposit/fixed deposit-i or investment that s maturing or be notified of your next due date to pay for your insurance premium or Takaful contribution and more. For more information on your Premier Wealth Report, please call your Relationship Manager or call our Premier Hotline at 03 8315 4288 All Fixed Deposit/Fixed Deposit-i, Current Account/Current Account-i and Savings Account/Savings Account-i are insured by PIDM.
鄭重介紹惠財財富報告 您的金錢留給我們處理 完全掌控權則在您手裡
華僑惠財銀行為您的金錢添加更多的價值 除了讓您的財富更為辛勤賣力外, 華僑惠財銀行都為您傾盡全力 從您對銀行的期望, 及您希望如何管理您的金錢等 為此我們不斷的演變和提升, 以使您的銀行 事務更簡單 更方便 為您介紹惠財財富報告 一個更瀟灑 更有組織的財富管理方式 有了惠財財富報告, 您的所有賬戶 存款 貸款 / 融資 信用卡結存 保險 / 回教保險和投資將綜合在一份對賬單內, 讓您可以快速獲得一目了然的信息 清晰 簡明扼要的財富報告, 打造一個讓您能管理自己財務和財富的截然不同的世界 若您需要進一步協助也無需擔心 只要一通電話聯絡您的客戶經理即可 了解更多財富報告的詳情 財富報告涵蓋哪些? 投資及定期存款 / 定期存款 -i 的期滿日 貸款 / 融資結存細節 信用卡結存細節 關係經理聯絡方式您多久才會收到惠財銀行財富報告? 您將會在每個月接到報告 您會獲得您平時的儲蓄賬戶 / 儲蓄賬戶 -i 及來往賬戶 / 來往賬戶 -i 對賬單嗎? 不會, 他們將綜合在一份名為惠財財富報告的對賬單內 若您擁有聯名賬戶, 該怎辦? 報告會在您名義下的賬戶作綜合 若您擁有一個聯名賬戶, 將會給您寄上 一份獨立的惠財財富報告 您會在報告裡發現其他有用的細節 : 尚未變現的利潤和虧損 : 將提供您所投資的指定市場價值作參考 如果可以, 我們將反映您的投資成本價格, 並為您尚未變現的利潤或虧損作計算 待定交易 : 這些都是已經成交, 但仍有待結算的交易
下面是一些讓您如何令這份報告為您效勞的貼士 John Tan 123 Main Road Malaysia 123123 Your Monthly Wealth Report as of 31st October 2015 Claudia Wong Lye Wei Your Relationship Manager Mobile: 012-8888888 Main: 03-4165678 Email: CLAUDIA@OCBC.COM OCBC Bank (Malaysia) Berhad 18 Jalan Tun Perak 50050 Kuala Lumpur Malaysia A Member of the OCBC Group Premier Hotline: +603 8315 4288 www.ocbc.com.my/premier 您的關係經理聯絡方式將您的客戶關係經理的聯繫方式存入您的手機 當您隨時隨地需要他 / 她時, 只需一通電話, 您的客戶經理將會隨傳隨到 Wealth Portfolio Summary Your reference currency: MYR(Ringgit Malaysia) To give you an overview of your portfolio, all values on this page shown in foreign currencies are converted to your reference currency. The following exchange rate has been applied. Code CCY / MYR Assets Cash & Deposit MYR ($) Cash Accounts 840,437.76 Accounts 368,661.82 1,209,099.58 Investments *Unit Trusts Total (Cash & Deposit + Investments) 1,392,507.78 Liabilities Loans/Financing MYR ($) 313,922.75 Total 313,922.75 您的綜合閱覽以一份簡單易讀的報告一覽您的所有賬戶 這份報告綜合您的存款 / 存款 -i 貸款 / 融資 信用卡結存 保險 / 回教保險和投資賬戶 AUD 2.8530 SGD 2.7078 Insurances Surrender value USD 3.0087 5,733.05 *Valuations for Equities, Fixed Income and Unit Trusts are derived from their indicative market values. The rest of the investments are based on the original investment amount. What's coming? 您的個性化理財日曆 01 Nov Sunday Term Loan (MYR 1,620.00) Cash Financing-i (MYR 563.00) 03 Nov Tuesday 7013001571 (MYR 25,035.63) 05 Nov Thursday 09 Nov Monday (AUD 9,276.15) 23 Nov Monday 26 Nov Thursday (AUD 12,442.63) (USD 16,077.17) 提醒您定期儲蓄 / 定期存款 -i 或投資的期滿, 或告知您支付您的保險保單或回教保險保費的下一個到期日以及更多 (AUD 30,920.50) (AUD 10,049.71) 07 Nov Saturday (USD 35,000.00) 7013001148 (MYR 25,116.78) 30 Nov Monday OAC MRTA (MYR 380.50) 欲知更多我們的惠財財富報告詳情, 請聯絡您的關係經理或撥我們的惠財專線 03 8315 4288 所有定期存款 / 定期存款 -i 來往賬戶 / 來往賬戶 -i 和儲蓄賬戶 / 儲蓄賬戶 -i 皆受保於 PIDM
Memperkenalkan Premier Wealth Report. Biarkan Wang Anda Bersama Kami. Namun Sentiasa Dalam Kawalan.
Perbankan Premier OCBC memberikan lebih nilai kepada wang anda Selain memastikan simpanan anda memaksimumkan potensinya, Perbankan Premier OCBC sebenarnya mengutamakan anda apa yang anda harapkan daripada bank dan bagaimana anda mahu mengurus kewangaan anda. Ia menginspirasikan kami untuk terus berkembang dan meningkatkan perkhidmatan agar urusan perbankan anda menjadi lebih mudah. Memperkenalkan Premier Wealth Report cara lebih bijak dan tersusun untuk mengurus kekayaan Dengan Premier Wealth Report, semua akaun anda simpanan, pinjaman/pembiayaan, baki kad kredit, insurans/takaful dan pelaburan akan digabungkan dalam satu penyata, yang pastinya memudahkan anda. Laporan yang jelas dan ringkas bakal memberi perubahan besar dalam cara anda mengurus kewangan dan kekayaan. Malah jika anda inginkan sebarang bantuan, Pengurus Perhubungan kami sentiasa bersedia menanti di hujung talian. Ketahui lebih lagi tentang Wealth Report Apa yang terkandung di dalam Wealth Report? Tarikh matang pelaburan dan simpanan tetap/simpanan tetap-i Baki pinjaman/pembiayaan beserta butiran Baki kad kredit beserta butiran Butiran hubungan Pengurus Perhubungan Berapa kerapkah anda akan menerima Premier Wealth Report? Anda akan menerima laporan pada setiap bulan. Adakah anda akan menerima penyata Akaun Simpanan/Akaun Simpanan-i dan Akaun Semasa/Akaun Semasa-i seperti biasa? Tidak, kerana ia akan digabungkan di dalam satu penyata dikenali sebagai Premier Wealth Report. Apa akan berlaku jika anda mempunyai akaun bersama? Laporan akan digabungkan untuk akaun di bawah nama anda. Jika anda mempunyai akaun bersama, Premier Wealth Report yang berasingan akan dihantar kepada anda. Butiran lain dalam laporan yang boleh anda manfaatkan: Keuntungan dan kerugian tidak nyata: Nilai pasaran indikatif pelaburan anda juga akan dipaparkan sebagai rujukan. Sekiranya boleh, kami juga akan memberi gambaran harga kos bagi pelaburan anda dan mengira keuntungan atau kerugian tidak nyata. Transaksi belum selesai: Ia adalah transaksi yang telah dibuat tetapi masih menunggu untuk diluluskan.
Sedikit tip bagaimana anda boleh menjadikan laporan tersebut lebih bermanfaat John Tan 123 Main Road Malaysia 123123 Your Monthly Wealth Report as of 31st October 2015 Claudia Wong Lye Wei Your Relationship Manager Mobile: 012-8888888 Main: 03-4165678 Email: CLAUDIA@OCBC.COM OCBC Bank (Malaysia) Berhad 18 Jalan Tun Perak 50050 Kuala Lumpur Malaysia A Member of the OCBC Group Premier Hotline: +603 8315 4288 www.ocbc.com.my/premier Butiran hubungan Pengurus Perhubungan anda Simpan butiran hubungan Pengurus Perhubungan anda dalam telefon bimbit. Pengurus Perhubungan anda sentiasa bersedia pada bila-bila masa jika anda perlukan bantuan. Wealth Portfolio Summary Your reference currency: MYR(Ringgit Malaysia) To give you an overview of your portfolio, all values on this page shown in foreign currencies are converted to your reference currency. The following exchange rate has been applied. Code CCY / MYR AUD 2.8530 SGD 2.7078 USD 3.0087 *Valuations for Equities, Fixed Income and Unit Trusts are derived from their indicative market values. The rest of the investments are based on the original investment amount. Assets Cash & Deposit MYR ($) Cash Accounts 840,437.76 Accounts 368,661.82 1,209,099.58 Investments *Unit Trusts Total (Cash & Deposit + Investments) 1,392,507.78 Insurances Surrender value 5,733.05 Liabilities Loans/Financing MYR ($) 313,922.75 Total 313,922.75 Semakan yang Digabungkan Semak semua akaun anda dalam bentuk laporan yang mudah dibaca. Laporan ini menggabungkan akaun simpanan/simpanan-i, pinjaman/pembiayaan, baki kad kredit, insurans/ Takaful dan pelaburan anda. What's coming? 01 Nov Sunday 09 Nov Monday Kalendar Perbankan Peribadi anda Term Loan (MYR 1,620.00) Cash Financing-i (MYR 563.00) 03 Nov Tuesday 7013001571 (MYR 25,035.63) 05 Nov Thursday (AUD 30,920.50) 07 Nov Saturday 7013001148 (MYR 25,116.78) 23 Nov Monday 26 Nov Thursday 30 Nov Monday (AUD 9,276.15) (AUD 12,442.63) (USD 16,077.17) (AUD 10,049.71) (USD 35,000.00) OAC MRTA (MYR 380.50) Dapatkan peringatan tentang simpanan tetap/simpanan tetap-i atau kematangan pelaburan anda atau pastikan anda dimaklumkan tentang tarikh seterusnya untuk membayar premium insurans atau caruman Takaful dan banyak lagi. Untuk maklumat lanjut tentang Premier Wealth Report anda, sila hubungi Pengurus Perhubungan atau hubungi Talian Premier kami di 03 8315 4288 Semua Simpanan Tetap/Simpanan Tetap-i, Akaun Semasa/Akaun Semasa-i, Akaun Simpanan/Akaun Simpanan-i adalah dijamin oleh PIDM.
OCBC Bank (Malaysia) Berhad Menara OCBC, 18 Jalan Tun Perak, 50050 Kuala Lumpur Malaysia. OCBC Bank (Malaysia) Berhad (295400-W)