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: Find out more about the Transfer-In promotion and the Terms & Conditions.

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