What OCBC Securities. does

OCBC Securities Private Limited is a Singapore-based brokerage firm founded in 1986, wholly owned by OCBC Group (Oversea-Chinese Banking Corporation Limited), one of Singapore's three largest banks. It provides securities, leveraged foreign exchange, and leveraged futures trading services across 15 global exchanges, serving individual retail investors, accredited investors, and institutional clients primarily in Singapore and across 13 additional markets including Malaysia, Indonesia, Hong Kong, Japan, Australia, the UK, and the US.

The company's core technology stack centers on the proprietary iOCBC Trading Platform, delivered through web and mobile (iOS/Android) channels, alongside specialized platforms iOCBCfx for leveraged forex and a Futures Trading Platform. Differentiated features include A.I. Oscar, an AI-powered virtual trading assistant that personalizes stock ideas using trading history and demographic data; advanced charting with 10 years of historical data and over 50 drawing tools; Thomson Reuters StockReports+ integration across five markets; iOCBC OneToken for two-factor authentication; and JPY-denominated share financing. The firm distributes through digital self-serve channels supplemented by dedicated Trading Representatives at the OCBC Securities Investors Hub.

OCBC Securities operates a multi-stream revenue model: transaction-based commissions on securities, forex, and futures trading; recurring custodian fees (S$2 per counter per month for foreign securities with active-trader exemptions) and bond portfolio fees (0.0025% per month); usage-based interest income from share financing (2–4% above OCBC Bank prime); handling fees on corporate actions; and securities lending fee income. Its go-to-market blends product-led digital acquisition via iOCBC with enterprise field sales for institutional securities financing, leveraging the OCBC Group ecosystem spanning OCBC Bank, Bank of Singapore, and Great Eastern.

Name

OCBC Securities.

Legal name

OCBC Securities Private Limited

Website

https://iocbc.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

501–1,000 employees

Short description

OCBC Securities is a Singapore-based brokerage subsidiary of OCBC Group that provides retail, accredited, and institutional investors with securities, leveraged forex, and futures trading across 15 global exchanges via its proprietary iOCBC digital platform and AI assistant A.I. Oscar.

Ownership category

akta.pro rank

Product category

Securities Brokerage

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Securities and Commodity Contracts Intermediation and Brokerage (5231), Investment Banking and Securities Intermediation (52315), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Corporate Venture Capital (CVC) (FSANAAAF)

akta.pro secondary industry

Corporate Strategic Partnership & Ecosystem Investment Arms (FSANAHAF)

Keywords

• Securities brokerage
• Online stock trading
• Leveraged forex trading
• Share financing services
• Mobile trading platform

Headquarters

HQ city

Singapore

HQ country

Singapore

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Trading Commissions: Commission-based revenue from securities trading across multiple markets including Singapore, Hong Kong, US, Malaysia, Japan, Australia, and others. Commission rates vary by market with recent revision for Japan market (0.30% online, 0.50% broker assisted).
2. Custodian and Portfolio Fees: Monthly custodian fees of S$2 per counter for foreign securities, with fee exemptions for active traders. Portfolio fees of 0.0025% of market value per month for bonds (excluding Singapore market).
3. Securities Financing: Fee income from securities lending and financing services, allowing customers to earn income by lending idle equities and fixed-income assets while meeting global institutional demand for securities financing.
4. Share Financing Interest: Interest income from leveraged trading/margin facilities, charged at 2% above OCBC Bank's prevailing prime lending rate for 30 days and below, and 4% above for above 30 days.
5. Handling Fees: Handling fees for corporate actions including cash dividends (1% on net dividend, min S$3, max S$50), coupons, capital distributions, and voluntary events.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

OCBC Securities is a Singapore-based brokerage firm that provides retail and institutional clients with securities trading access across 15 global exchanges through its proprietary iOCBC Trading Platform (web and mobile). The company offers a comprehensive suite of investment products and services including equities, bonds, leveraged futures, leveraged forex, share financing, and share borrowing and lending, supported by AI-powered trading assistance via A.I. Oscar.

Product overview

OCBC Securities operates as a comprehensive securities brokerage offering a multi-platform trading ecosystem. The core offering consists of the iOCBC Trading Platform (web-based) and iOCBC Mobile Trading Platform (iOS/Android apps), complemented by specialised platforms for Forex (iOCBCfx) and Futures trading. The portfolio includes AI-powered features through A.I. Oscar, a virtual trading assistant providing personalised stock ideas. Core services span equities across 15 global exchanges, share financing (now including JPY/Japan), share borrowing and lending, bonds, leveraged forex, and futures. The company serves retail and institutional clients with accounts including Basic Trading, Share Financing, and an Accredited Investor Programme. Key differentiators include real-time market access, advanced charting with 10 years of historical data, and Thomson Reuters StockReports+ integration.

Differentiator

Problem solved

Functional benefit

Brands

• iOCBC Trading Platform: Online trading platform for securities, forex, and futures trading with real-time data, charting tools, and portfolio management.
• A.I. Oscar
• StockReports+

Products and services

• iOCBC Trading Platform
• iOCBC Mobile Trading Platform Mobile trading application available on iOS (v6.7) and Android (v1.73) enabling securities trading on-the-go with full platform features including A.I. Oscar AI assistant, charting, news, and portfolio monitoring for retail investors.
• iOCBCfx Trading Platform Specialised forex trading platform for leveraged foreign exchange trading with real-time currency market access, designed for retail and accredited investors seeking exposure to currency markets.
• Futures Trading Platform Dedicated platform for leveraged futures trading across global exchanges, enabling higher exposure and risk management strategies for retail and accredited investors.
• Securities Trading Equity trading service providing access to 15 global exchanges including Singapore, Hong Kong, US, Malaysia, Japan, Australia, and other regional markets for retail, accredited, and institutional clients.
• Share Financing Account Leveraged trading facility allowing customers to borrow funds for securities purchases, with interest charged at 2% above OCBC Bank's prime lending rate (≤30 days) and 4% above (>30 days). Now available with JPY currency and Japan market support for diversification.
• Share Borrowing and Lending Account Securities lending programme allowing customers to earn fee income by lending idle equities and fixed-income assets to meet global institutional demand for securities financing.
• Bonds Fixed income trading products enabling diversified portfolio allocation for retail and accredited investors, with portfolio fees of 0.0025% of market value per month (excluding Singapore market).
• Leveraged Futures Leveraged futures trading service providing higher exposure and risk management strategies for retail and accredited investors via the Futures Trading Platform.
• Leveraged Forex Leveraged foreign exchange trading service offered via the iOCBCfx platform, providing retail and accredited investors with real-time currency market access.
• Accredited Investor Programme Specialised programme offering accredited investors broader access to structured notes, bonds, selected cryptocurrency-related ETFs, and more complex investment strategies beyond standard retail offerings.

Quantifiable outcome

• OCBC Securities achieved Euromoney Best Securities House in Singapore recognition for 2023-2025, and Global Banking & Finance Best Mobile Trading Platform recognition for 2022-2026
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature6 records

Partnerships

Two partnerships are on record, tiered minor and core.

• DBS and UOBminorChannel Partner/ Reseller/ Distributor · 21 January 2026DBS, OCBC, and UOB were appointed as joint lead managers and bookrunners for Lendlease Global Commercial Reit's S$120 million perpetual securities issuance, indicating collaborative distribution relationships in Singapore's capital markets.
• Thomson ReuterscoreTechnology or IntegrationThomson Reuters provides StockReports+ market analysis tool integrated into OCBC Securities trading platform, offering comprehensive analysis reports on stocks across five markets to support informed investment decisions.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Phillip Securities: Independent Singapore-based multi-asset brokerage operating the POEMS trading platform. Offers equities, futures, FX and share financing across regional and global exchanges — a direct competitor on retail trading platform features and product breadth.
• CIMB Securities: Singapore securities arm of regional banking group CIMB. Offers retail and institutional trading across ASEAN and US/HK markets — comparable regional-bank-affiliated multi-market broker.
• Interactive Brokers (Singapore): Singapore entity of Interactive Brokers, a global low-cost multi-asset online broker. Competes for self-directed retail and accredited investors in Singapore with broad global exchange access and tight spreads/pricing.
• Tiger Brokers (Singapore): Singapore operation of UP Fintech's Tiger Brokers, a mobile-first online broker offering low-commission access to US, HK and SG markets. Directly competes for the same digitally-engaged retail customer segment as iOCBC, with an aggressive pricing model.
• Maybank Kim Eng Securities: Singapore brokerage arm of Maybank, Malaysia's largest bank. Provides multi-market retail and institutional brokerage across SGX, Bursa and US/HK markets — directly comparable regional-bank-affiliated broker.
• Saxo Markets (Singapore): Singapore entity of Saxo Bank, providing multi-asset online trading across global exchanges with a focus on active retail and accredited investors. Directly comparable to OCBC Securities on multi-market breadth and platform sophistication.
• DBS Vickers Securities: Securities brokerage arm of DBS Bank, Singapore's largest bank and direct competitor to OCBC. Offers multi-market trading, share financing and online/mobile platforms across Asian exchanges — the closest like-for-like peer within Singapore's local bank group ecosystem.
• UOB Kay Hian: Securities brokerage arm of UOB, the third of Singapore's three major local banks. Operates the uTrade online trading platform and serves retail and institutional clients across Asian and US markets — a near-twin structural peer within the same Singapore local-bank competitive set.

Regional players

• Haitong International Securities: Hong Kong-headquartered regional broker providing brokerage, wealth management and investment banking across Greater China and Southeast Asia. Comparable on multi-market Asian brokerage product offering, though not directly competing in OCBC Securities' Singapore retail core.

Emerging players

• iFAST Corporation: Singapore-headquartered digital wealth platform offering brokerage, mutual funds and bonds distribution via its iFAST platform. Overlaps with OCBC Securities on retail brokerage and bond distribution, though with a broader multi-asset wealth-management angle.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks4 records

Key highlights5 records

Customer concentration

• Xx.com/ocbcbank
• LinkedInlinkedin.com/company/portelet-asia-pte.-ltd.

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OCBC Securities.