Transfer in your holdings from other distributors /banks to PhillipCapital.
It's FREE and you can:
 Consolidate all your holdings with NO ongoing / monthly / platform fees.
Enjoy attractive sales charges between 0% and 0.75%.
Benefit from lower ongoing CPF agent bank charges for your CPF holdings.
Use it to meet minimum initial investment amount for subsequent purchases.
Transact and track your holdings through POEMS - a one-stop online trading platform.
We can only accept unit trust that are available on our platform. Please click here to see if we carry your funds. |
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 How do I transfer-in my holdings? |
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For Cash Holdings
Click here if you would like to transfer in unit trust funds bought using CASH from other distributors (Fundsupermart, Dollardex, iFast, Navigator, etc).
Click here for business reply envelope.
*If you are transferring unit trust funds bought using CASH directly from a Fund House/ Bank, please click here for the additional fund house transfer form (the Phillip Transfer form is still required).
For CPF-OA /SA or SRS holdings (without "IA" status)
Click here for transfer in of unit trust funds bought using CPF-OA/SA and/or SRS (non "IA" status).
If you are transferring from a Fund House/ Bank, click here for the additional fund house transfer form.
Important:
Please ensure that your holdings are without the "IA" status. For holdings with "IA" status, please use the other set of forms in the next section. Click here to find out what is an "IA" status.
For CPF-OA-IA/SA-IA/SRS-IA holdings (with "IA" status) bought from iFast/Fundsupermart
Click here if you would like to transfer in unit trust funds bought using CPF-OA-IA / SA-IA, SRS-IA (with IA Status) from iFast or Fundsupermart.
Click here for business reply envelope.
For CPF-OA-IA/SA-IA/SRS-IA holdings (with "IA" status) bought from Navigator / Dollardex
Click here if you would like to transfer in unit trust funds bought using CPF-OA-IA / SA-IA, SRS-IA (IA Status) from Navigator or Dollardex.
Click here for business reply envelope.
Note:
You are encouraged to submit your latest statement of holdings together with the transfer-in forms. (Optional)
All Fund transfer in is FREE of charge, except for transfer in from Standard Chartered Bank (SCB) and PineBridge funds (formerly AIG). SCB may charge a fee for the transfer, kindly check with SCB for the fees. Each PineBridge fund transfer into Phillip Securities would incur a charge of $10.70 (inclusive of GST). Cheque to be payable to "RBC Dexia Trust Services Singapore Limited'.
Click here to download business reply envelope. |
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| Internal Transfer |
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| If you would like to transfer unit trusts from your POEMS account to another of your POEMS account, click here to download the form. |
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| Additional Fund House Form |
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For transfer in of unit trusts directly from a Fund House / Bank, please make the selection from the dropdown lists below and click Next to download the relevant fund house form.
Note:
Submit both the Phillip and fund house transfer forms to us.
Click here to download business reply envelope.
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