How to invest in bonds
 
 

Investing in Bonds

 

If you are an Accredited Investor (“AI”; as defined in the Securities and Futures Act), you can now call your UOB Kay Hian (UOBKH) Trading Representative for bond transactions.

Do note that UOBKH will only trade in bonds with persons who are AIs and then only as principal to such persons. As an AI, one is deemed to understand bond products features, investment risks and product suitability.

You can also access the UOBKH website (www.uobkayhian.com.sg) for information on some corporate bonds or call the Bond Desk for services such as

  • Finding out the indicative bid/ask prices and the yields for bonds issued in Singapore, Hong Kong, and other jurisdictions.
  • Determining the availability of the bond that you wish to purchase. (This is important because bonds are transacted on OTC basis.)

The phone numbers for the Bond Desk are:

+65 65906693
+65 65906694
+65 65906695

Before trading bonds, you should consider consulting a financial advisor, who can provide advice on whether particular investments suit your financial goals and for your full understanding of the bonds you may choose to transact in.

 
 

Transaction Process
 

Please can call your TR should you wish to invest in bonds. If it is the first time you are trading bonds through UOBKH, you are required to acknowledge the Risk Disclosure Statement (RDS) for Bond Trading.

In general, the minimum investment amount for corporate bonds is S$250,000.

Your Order shall be executed only when it is confirmed by you. You will be informed when the execution is done. You will also receive a Contract Note for the transaction.

Do note that the withdrawal of an Order for the purchase of a bond will be permitted only when UOBKH has not executed the Order. The client shall be liable for all costs and expenses incurred by UOBKH and/or the Custodian.

Please be reminded that UOBKH will deal with you as a customer on a self-directed and execution only basis, and UOBKH does not advise on the merits or suitability of particular bonds or transactions. Investors should have clear understanding their own investment objectives, financial situation and particular needs before committing in any investment products, including bonds.

1Do note that any data, including pricing and yield, prospectus, factsheet or research on a bond or the issuer is solely for informational purposes, and is not to be relied on as advice or recommendation, as it does not have any regard to the specific investment objectives, financial situation and particular needs of any specific person. UOBKH does not warrant the accuracy, adequacy or completeness of the information, and expressly disclaims liability for any errors or omissions. No representation is made that any returns indicated will be achieved. As such, any person acting upon or in reliance of these materials does so entirely at his or her own risk.
   
  Modes of Payment
  You can pay for your purchase via
 
  • Cheque. Please write cheques out to “UOB Kay Hian Pte Ltd” and state your client trading account number at the back of the cheques.
  • Telegraphic transfer. The details are -

Bank: United Overseas Bank Singapore (Main Branch)
Bank Swift Code: UOVBSGSG
Bank Address: 80 Raffles Place UOB Plaza 1, Singapore 048624
For A/C: UOB Kay Hian Private Limited
A/C No: 101-310-502-8