Transfer In

Ready to Transfer In?

There are many good reasons why you should transfer in your assets from elsewhere to PhilipCapital. You can consolidate your holdings in a single view and save more on your investments. Transferring in your assets is completely FREE-of-charge*1. What’s more, be ready to get rewarded when you invest and accumulate your assets with your POEMS account.

Transfer-In Promotion

Receive up to $1,000 when you Transfer in your holdings!*2

Why wait? Transfer-in your unit trust holdings and enjoy the following benefits:

  • Be rewarded up to S$1,000
  • 0% Platform Fees, 0% Sales Charge, 0% Switching Fee when you trade via POEMS
  • Widest selection of more than 1,000 funds
  • 24/7 access to your investments via POEMS

Find Out More

If you do not have an account with Phillip, open one today!

Open an Account

If you would like to transfer funds in to your account, the relevant forms are linked below. Please fill in the required form(s) and send all the forms to us with our Business Reply Envelope. If any of the forms are to be sent to a fund house or distributor, we will mail it to them for you.

Alternatively, you may email us the Statement of Holdings with your existing provider. We will fill in the required forms and mail it to you for your signature.
Please email to unittrust@phillip.com.sg.

If you require any assistance, please do not hesitate to call 6531 1555 or email unittrust@phillip.com.sg

If you would like to transfer in your unit trust holdings bought using Cash, please complete Section A of the Transfer-in form:

Additional forms required for holdings from these distributors:

If you wish to transfer in a mix of both Cash and CPF holdings, you may list them in a single Transfer-in form. Please skip this section and refer to the subsequent CPF Holdings sections as an additional CPF-IA form is required.

If you would like to transfer in your unit trust holdings bought using CPF-OA, CPF-SA, and CPF SRS monies from iFast/Fundsupermart, please complete these 2 forms:

If you wish to transfer in a mix of both Cash and CPF holdings, you may list them in a single Transfer-in form.

If you would like to transfer in your unit trust holdings bought using CPF-OA, CPF-SA, and CPF SRS monies from Navigator (Aviva)/Dollardex, please complete these 3 forms:

If you wish to transfer in a mix of both Cash and CPF holdings, you may list them in a single Transfer-in form.

Note: On the Navigator transaction form, please complete pages 1 and 2 (for sections headers ‘Client’s Details’ and Sections 1, 2  or 3, and 5). For partial transfer, indicate the number of units up to 2 decimal places (rounded down) under Section 3. Please do not write “Transfer All”.

Funds bought from Banks or Fund Houses are without the CPF-IA (Investment Administrator) status. If you would like to transfer in your unit trust holdings bought using CPF monies that are non-IA status, please complete Section B of the Transfer-in form. Please note that a separate transfer form is required for Cash and non-IA holdings and for funds of different fund houses.

Please also fill in the respective transfer forms of the fund houses you have purchased from:

If you would like to transfer unit trust holdings from one POEMS account to another POEMS account of yours, please complete Section C of this form:

Note

  • We are able to facilitate the transfer-in of any unit trust funds that our partner fund managers are allowed to sell in Singapore. For funds that you do not see listed on our website, please contact us at unittrust@phillip.com.sg .
  • For a list of our fund managers, please click here
  • If you wish to transfer your holdings from a bank, please note that some banks require clients to make a branch visit for transfer instructions. The banks requiring branch visits are UOB, DBS Private Banking, SCB, HSBC and Citibank.
  • You are encouraged to submit your latest statement of holdings together with the transfer-in forms. Depending on the provider/bank you are transferring out from, transfer-in process may take 6-8 weeks to be completed.

*1 – There is no charge imposed by PSPL. However, some banks charge a transfer-out fee. Please check with your current distributor on their relevant charges.

*2 – Promotion Terms & Conditions:

  • The Transfer-In Promotion (“Promotion”) is opened to all existing and new customers.
  • This promotion is only valid from 1 April 2018 – 30 June 2018 (“promotion period”), both dates inclusive.
  • Clients will receive S$20 for every S$10,000 worth of unit trust holdings successfully transferred in and kept with PSPL in his/her account for a period of three (3) calendar months, and he/she will be eligible for the cash reward.
  • Client’s transfer-in forms must reach PSPL during the promotion period to be eligible for this promotion.
  • This offer is applicable for transfer-in of Cash holdings only.
  • The maximum cash reward is S$1000 per individual investor for that year of promotion (“reward amount”).
  • The reward amount is also limited to S$1000 for joint accounts for that year of promotion.
  • If, however, the investor has both individual and joint accounts, only one account will be entitled to the reward amount.
  • The reward amount will only be credited into an eligible Phillip Investment Account or Cash Management Account (click here for instructions on account conversion through POEMS for Non-cash management account) after the three (3) months period.
  • Existing Unit Trust Investment account holder may return this form for a free conversion to Phillip Unit Trust Cash Management account.
  • Existing unit trust holdings maintained with PSPL (including Regular Savings Plan) will not be considered.
  • Transfer-in of unit trust holdings takes approximately 6 to 8 weeks to be completed
  • Phillip Securities Pte Ltd (PSPL) reserves the right to amend the Terms & Conditions without prior notification.
  • PSPL’s decision on all matters relating to or in connection with the initiative is at our absolute discretion and shall be final, conclusive and binding on all parties.
  • PSPL shall not be obliged to give any reason on any matter concerning the initiative and no correspondence or claims will be entertained.
  • PSPL has the absolute right and discretion to determine whether the Eligible Customers have met all the requirements of the initiative.
  • While all the information provided herein is believed to be reliable at the time and date of printing, PSPL makes no representation or warranty whether express or implied, and accepts no responsibility or liability for its completeness or accuracy.
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