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Life Goals:
Life Goals is an OCBC mobile feature that will help you achieve and support your financial aspirations. You can create Goals according to your needs and connect to existing or new investment product to achieve your financial goals.
Program period:
14 Februari – 30 Juni 2025.
Financial Exploration mission
| Product | Life Goals | Minimum Placement | Rewards | |
|---|---|---|---|---|
| (in IDRh) | Cashback/ Multiple of IDR 1 Million | Maximum reward | ||
| Mutual Funds + (Except money market and recurring) | V | 1 Million | IDR10.000 | IDR50.000 |
| Obligasi (perdana dan sekunder) | V | 1 Million | IDR10.000 | IDR50.000 |
Simulation*
Customer Jay had joined OCBC and have yet to opened a wealth product. Jay decided to purchase mutual fund for the first time and he purchased Fixed Income Funds with total of IDR3 Million and purchased primary bonds ORI027 with the amount of IDR20 Million. Jay did not forget to create a new Life Goals and link the product that he purchased to that Life Goals.
So Jay will received a total cashback reward with an amount of IDR80.000 (IDR3 Mil Mutual Funds + IDR5 Mil Bonds = IDR30.000 + IDR50.000 = IDR80.000)
Customer Aisya joined OCBC since 7 months ago and already owned some mutual funds and deposits. She wants to try for the first time a secondary bonds of FR, Aisya have yet to use Life Goals feature. So she purchased a secondary bonds FR for IDR4 Million and purchased Equity Funds for IDR2 Million as well as connection the product to a new Life Goals she created for the first time.
Aisya will then receive a cashback rewards with the amount of IDR60.000 (IDR4 Million of Bonds + IDR2 Million Funds connected to a new Life Goals = IDR40.000 + IDR20.000 = IDR60.000)
