If you have bought unit trust funds using Cash or CPF-OA/SA/SRS with non-IA status from other financial instituitions, simply consolidate them with us in just one simple step below. For IA transfer (iFast / Fundsupermart/ Dollardex / Navigator) to us, please download the IA transfer form below.

With EUnittrust online, you will be able to view your portfolio anywhere, anytime, at the comfort of your own time, You can buy and sell unit trust funds at the convenience of one click away.

You will also receive a quarterly consolidated statement (cash investment) from us. Being one of the biggest unit trust distributors in Singapore, you can be assured that we have a wide range of funds for your investments needs.

And, the sweetest part is the TRANSFER SERVICE IS FREE OF CHARGE*.

To transfer your unit trust funds to PhillipCapital, simply download the form(s) and mail them back to us. Please select the fund that you wish to transfer, place of purchase (distributor) and the fund source.

Funds that are not located in the fund name list is currently not available for transfer in to Phillip Securities Pte Ltd.

*All Fund transfer are FREE, except for PIneBridge funds (formerly AIG), each PineBridge fund transfer into Phillip Securities would incur a charge of $10.70 (inclusive of GST).