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  1. Help Centre
  2. Wealth Management

Get help for your investment and insurance needs

Frequently Asked Questions

You can access the service from Menu under Investing or from Account tab.

You must be a Priority/ Priority Private client to access this service.

My Portfolio is currently available on SC mobile only.

Dropdown will be made available under “Portfolio” if you have multiple portfolio.

Plan underwritten by Allianz
Simply log in to Online Banking or SC Mobile app to make your purchase.

Plan underwritten by Prudential
• Talk to our Relationship Manager
• Visit any of our branches

More information on the plans we offer can be found here.

Plan underwritten by Allianz
For Travel Insurance claims, submit your claims as soon as possible with all supporting documents here.

For all other claims, contact the Claims Department at Claims@allianz.com.sg or call 1800 222 1818 or +65 6222 1919 Mon – Fri except Public Holidays, 09:00 – 17:00 (Singapore Time).

Plan underwritten by Prudential
Submit a claim kindly login to PRUAccess.

You may do so via Online Banking or SC Mobile app

SC Mobile app
Step 1: Log in to SC Mobile app
Step 2: Tap on the side navigation bar at the top right corner
Step 3: Select “Insurance”
Step 4: Select the travel icon
Step 5: Click on “Apply Now”
Step 6: Click on “Get a quote”
Step 7: Complete the fills and click on “Select Quote”
Step 8: Select a plan and proceed to make payment

New customers
Simply apply through MyInfo.

Existing customers with a Current/ Savings account
Apply via Online Banking and complete the Online Trading Application Form for single or joint account. Once you are logged into Online Banking, click on “Menu” and select “Online Trading” under the “Invest” section on the menu located at the top of the page. Follow through the steps to apply for an Online Trading account.

Clients are required to complete the Common Reporting Standard (CRS) form as part of the Online Trading account application process.

You can download the trading app via the Apple App Store / Google Play Store. Search for “Standard Chartered Mobile Trading” and proceed to install the app. Upon installation, open the app, and log in via your Online Banking Username and Password.

Click here to view more FAQ on Online Trading

New User
Simply apply through MyInfo

Currently holding a Current/Savings Account
Download the application form here and email the completed application to OnlineUnitTrust.WO@sc.com

If you require additional information to assist you in determining if a particular unit trust is suitable for you, please visit any of our branches to speak to a Relationship Manager.

Click here for the whole suite of funds available.

Via Online Banking

Step 1: Select the fund(s) you wish to invest in.
Step 2: At “Enter Details” under “Set Up Regular Savings Plan (RSP)”, select the “Yes” button and proceed with the rest of the process to conclude your investment.

If you require additional information to assist you in determining if a particular unit trust is suitable for you, please visit any of our branches to speak to a Relationship Manager.

Click here to view more FAQ on Online Unit Trusts

There is no need for application.

Simply access via Online Banking or SC Mobile app and ensure you have the Multi-Curreny Bonus$aver account to start performing LiveFX transactions.

You will receive the following statements for your investment with us:

Investment Holding
Monthly consolidated statements which set out your investment holdings with us.

Trade Confirmation
A trade confirmation upon settlement of the trade.

Corporate Action
We will notify you of any voluntary corporate actions via SMS. You will also receive a notification letter or email.

You may access eStatements via Online Banking.
When your eDocument is ready, an email notification will be sent to your last updated email address with us for you to view via Online Banking.

Step 1: Visit sc.com/sg
Step 2: Login to Online Banking
Step 3: Mouse over your name profile and select “Investment eDocuments” located on the top navigation menu

Unsubscribe via Online Banking

Step 1: Visit sc.com/sg
Step 2: Log in to Online Banking
Step 3: Mouse over your name profile and select “eStatements and eAdvices” and/or “Securities eDocuments” located on the top navigation menu
Step 4: Select “Subscriptions” located at the top menu bar
Step 5: Select account and click on “Change subscription” tab
Step 6: Select your delivery mode preference
Step 7: Click on “Continue” to confirm your subscription method

eCorporate Actions will only be available for corporate actions involving a tender, merger, and dividends with cash and/or stock options. While we work towards complete electronic submission, any corporate actions (such as Rights issue) that are not processed electronically will continue to be handled using the current procedure of sending hardcopy letters and client submission by calling our contact centre. Please note that hardcopy letters may still be issued for corporate actions covered by eCorporate Actions as we deem necessary. In such an event, customers will need to contact the Contact centre before the last reply date and time to process their elections for such events.

You will be notified via SMS and email if there is a corporate action event available on SC Online Trading that requires your response. Please ensure that your registered mobile number and email address is updated.

Step 1: Log in to SC Online Trading.
Step 2: Click on the “Corporate Actions” tab embedded in the top banner. You will see your corporate action events that require online election submission.
Step 3: Click on the “Details” link embedded within the record to view the details of the corporate action event.
All eCorporate Actions awaiting your election submission will have an “Apply” link embedded. Click on the link to submit your election.

Yes. You will be able to see records of all eCorporate Actions events up to 2 months from the last reply date.

You will receive an on-screen confirmation and a confirmation email after you submit your election via SC Online Trading. The status of the corporate action on SC Online Trading will also be updated as ‘Submitted’.

Customers will not be allowed to submit their election after the election window. The default option will be selected.

No. eCorporate Actions is currently only available on web browser.

The CAR has to be re-evaluated every 3 years to ensure that your knowledge and experience for the purchase of certain types of investment products (e.g. exchange traded funds or listed equities traded on an exchange outside Singapore) remains relevant.

The CAR has to be re-evaluated every 3 years to ensure that your knowledge and experience for the purchase of certain types of investment products (e.g. exchange traded funds or listed equities traded on an exchange outside Singapore) remains relevant.

You will not be able to purchase listed SIPs* after your CAR expires and you will not be able to purchase unit trusts on the Online Unit Trust platform. However, you may still continue to trade in Singapore-listed equities and sell existing listed SIPs holdings through our Online Trading platform and continue to redeem previously purchased unit trusts using the platform. If you still wish to purchase unit trusts, investment advice must be provided to you by a Relationship Manager on whether the specific product is suitable for you before you decide if you would like to proceed with the purchase.

Step 1: Login to Standard Chartered Online Banking here.
Step 2: Click on “Menu” and select “Online Trading” under the Invest Section on the menu located at the top of the page
Step 3: Click on the “Client Details” icon on the top right of the page
Your CAR status will be shown, along with your CAR expiry date (if the expiry date is applicable to you)

For Online Trading: Internet Browser (IE, Safari, Chrome, Firefox, all major browsers available in market)

You may call our Online Trading Hotline at 1800 242 5333 (local) or +65 6242 5333 (from overseas) for assistance.