Online View Holding Reports

Use the Online View Holding Reports to:

  • View you investment allocation any time,anywhere
  • Understand your assets and liability status
  • Check your current risk profile status
  • View your current Relationship Manager

User Guide

  1. View Holding Reports
    • Log in to Online Banking; click "View Holding reports" in the left-hand column

  2. Overview
    • Customers can view holding reports, including his own Relationship Manager, Customer Investment Profile, Assets and Liabilities

    • Choose more than 10 Preferred Currencies in the drop down list, it will automatically show the updated assets value in your selected currency and the exchange rate used to calculate this value

  3. Assets
    • Detail Allocation

      Click "Detail Allocation" in the drop down list of Assets

      You will see an overview of your assets allocation, by product type and the investment proportion split by Standard Chartered Bank and other Banks

      - Click"Show details"

      - Your Financial Assets will show up by product type

      - Choose "Preferred Currency", it will automatically update your detailed asset value in the selected currency and show the exchange rate selected

    • Currency allocation

      Choose "Currency allocation" in the drop down list of "Assets", it will show up your current investment allocation by currency

  4. Liability
    • Click "Liabilities", it will show the proportion of Liabilities by product type, split by Standard Chartered Bank and other Banks

  5. Assets Allocation
    • Click "Assets Allocation", it will show your current assets allocation

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Speaking Up

Standard Chartered Bank (the “Bank”) is committed to maintaining a culture of the highest ethics and integrity, and in compliance with all applicable law, regulation and internal policy. As part of this commitment, the Bank has a ‘Speaking Up’ programme through which genuine concerns in this regard can be raised. Members of the public can securely raise Speaking Up concerns through this hyperlink, which is hosted on behalf of the Bank by a third party ‘InTouch’. Examples of concerns that can be raised through this website are concerns that relate to accounting, internal accounting controls or auditing matters and concerns relating to bribery or banking and financial crime. Concerns received will be forwarded to the Bank’s investigations team for review. Complaints relating to SCB banking services should not be raised through this site in the first instance, but through the SCB branch network, contact centres, Relationship Managers or the ‘Contact Us’ webpage.

Disclaimer

Please note that this hyperlink will bring to you to another website on the Internet, which is operated by InTouch, an independent company appointed by the Bank to support its Speaking Up programme. Please be mindful that when you click on the link and open a new window in your browser, you will be subject to the additional terms of use of the website that you are going to visit.

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