The information you need

Singapore Private Banking Accredited Investor Information

Hong Kong Relationship Centre Related Documents

Hong Kong Booking Centre Related Documents

General Risk Disclosure Statement (Revised December 2020)

Remittance Service Terms

The SC Private Bank app is a complimentary service available to clients of Standard Chartered Private Bank. This service allows registered clients and their Private Bankers to monitor their Private Bank portfolio information as of the previous day’s close of business. Portfolio information includes balances at a consolidated and individual portfolio level, investment positions, and transaction activity. Clients are also able to view and print current portfolio information or official bank statements and advice.

To register, simply follow these steps:

1. Contact your Private Banker to verify the registration information
2. Visit the Private Bank website at sc.com/private-banking/
3. Select “Client Login” at the top of the screen.
4. Select “Sign Up” in the Login page
5. Input your details:
   • Your main Portfolio (6 digit CIF) Number
   • Investment Centre where your Portfolio is booked
   • Last name
   • Document ID (This is the ID number provided to the Private Bank. If you are unsure of the Document ID, please contact your Private Banker.)
   • Date of Birth
   • Country of Birth
6. Accept Terms and Conditions (please read this document before submitting your acceptance)
7. Click Submit

Once your details are successfully validated against our records, you will be requested to submit a One Time Password (OTP) sent to your registered mobile. Enter the OTP when prompted to complete the registration process. Please advise your Private Banker on your preferred mobile number before you register. If there are any discrepancies, you will be advised to contact your Private Banker.

Create Username and Password

You will be prompted to create a username and password for accessing SC Private Bank app to complete the registration. Please ensure these are unique credentials only known to you.

Registration is now complete and you can log in to SC Private Bank app immediately with the newly created username and password.

If any of the above steps fail, please contact your Private Banker who will be able to assist you.

Please note:

Your mobile number and email address should first be registered with the bank. Please contact your Private Banker if you have any queries.

After completing the initial portfolio registration, you can register up to nine additional portfolios, all linked to your username and password. Please note that Collateralised Trading Account (CTP) portfolios cannot be registered on PV&M.

If you need further assistance during registration, please contact your Private Banker who will be able to assist you.

It’s simple. After we validate your initial registration, you can log in at any time and access your account information. Once there, you can:

• View or print your daily portfolio information, including recent transactions

• View, print, or download your latest and historic official statements as well as certain transactions advice

• If you’ve registered more than one client portfolio, you can view similar information for each one

Yes. The system has been designed so you and your Private Banker can view the same information at the same time. This should facilitate discussions about your portfolio and recent transactions. Your Private Banker will have their own login details and will only be authorised to view and reply via the message centre.

Clients who register for the SC Private Bank app may use the Mailbox feature to communicate with their Private Bankers in a highly secure manner.

In addition, the SC Private Bank app is equipped with instant messaging and file sharing capabilities where clients may reach out to their Private Bankers to share documents or discuss trade ideas.

By using this service, you shall be deemed to have acknowledged and accepted each of the following:

1. Your eStatements/eAdvices (the “Trade Documents”) will be provided to you through the SC Private Bank App (the “Access Service”).
2. You are required to register a valid email address with us (the “Designated Email Address”) in order to use the Access Service.
3. Appropriate hardware and software, internet access and the Designated Email Address, mobile phone number or other electronic address provided and designated by you for receiving email, SMS or other electronic notifications from us are required for using the Access Service.
4. Internet, email, SMS and other electronic information services may be subject to certain information technology risks and/or disruption, and accordingly we cannot guarantee that the Standard Chartered Private Bank website or the Access Service will be available at all times or free from unauthorised/illegal intrusions or modifications.
5. We retain the right to charge additional costs for using the Access Service and we will notify you of such additional costs at least 30 days in advance.
6. We will only notify you via your Designated Email Address that the Trade Documents have been posted on our Standard Chartered Private Bank website; you should check your Designated Email Address regularly for such notice.
7. You may revoke your consent to the provision of the Trade Documents through the SC Private Bank App by giving us such advance notice and through such methods as we may reasonably require.
8. You may be required to pay a reasonable charge for:
   • obtaining a hard copy of any Trade Document that is no longer available for access and downloading through our Standard Chartered Private Bank website as set out in our Schedule of Fees and Charges; or
   • requesting us to provide Trade Documents to you, in addition to the request for the Access Service, by any other means.
9. You must inform us as soon as practicable upon a change to your Designated Email Address, mobile phone number or other electronic address.
10. You must promptly review the Trade Documents posted on our Standard Chartered Private Bank website upon receiving our notice to ensure that any errors are detected and reported to us as soon as practicable.
11. You should save an electronic copy of the Trade Documents in your own computer storage or print a hard copy of the Trade Documents for future reference.

All commonly used file types such as PDF, PPT, Word, Excel, photos and videos can be shared through the file sharing feature. Messages and documents shared via this channel is recorded for audit purposes.

The app also offers a functionality for clients and their Private Bankers to organize their files into folders for ease of management.

After installing and opening the SC Private Bank app, you will be prompted to allow push notifications.

Once you’ve allowed and logged in for the first time, you will receive a push notification on your mobile device whenever a text message or document is sent to you. Push notifications can also be enabled in your device settings.

We have designed this system to be as secure and private as possible, which means messages you send are accessible only by your Private Banker and, in some cases, the Client Service Managers assigned to your account.

However, there may be instances when one or all of these individuals are out of the office when you send your instruction, which could delay access to your message. For time-sensitive requests, please contact your Private Banker by telephone when sending your message and inform them of the urgency and details of the request.

Yes you can access the SC Private Bank app on your mobile devices.

If you wish to access SC Private Bank app from your tablet, you can do so via our website www.sc.com/privatebank or mobile app.

If you wish to access SC Private Bank app on your mobile phone we recommend that you do so via the SC Private Bank mobile app.

To download the app, please search for “SC Private Bank” in the App Store or the Google Play Store.

Yes. Following your initial registration, you can register up to nine additional portfolios* and have them all linked to your SC Private Bank app username and password. You will need to register each client portfolio individually via the “Add Portfolio” feature.

If the portfolio you are registering has more than one sub-portfolio (e.g., 12345-2, 12345-3), you will view these sub-portfolios online without additional registration steps.

*Collateralised Trading Account portfolios cannot be registered on the platform.

Yes, both you and your spouse can register with a joint account.

Yes, you can register for the SC Private Bank app; however, you will only be able to use Portfolio View and not the messaging service.