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Why Transfer-In?  


Transfer-in of funds you bought elsewhere is completely FREE-of-charge. Be Rewarded too.
By transferring your holdings to us, you can benefit from:-
 ZERO ongoing / monthly / platform fees. Learn why we do not charge such fees.
 Lower agent bank charges for your CPF/SRS investments when your "non-IA" holdings are converted to "IA" holdings.
 Meeting of minimum initial investment amount to facilitate your subsequent purchases through POEMS.
Important: We only accept unit trusts that are available on POEMS, please check if we carry your funds.

Q: How do I transfer unit trust funds bought elsewhere into my POEMS account?
Ans:
1) You may complete the form below on your own and send it back to us directly OR
2) You may email us your statement of holdings to
unittrust@phillip.com.sg and we will fill in the form for you. We will mail it back to you for original signature and you will need to mail them back.

 For Cash holdings
Complete this form if you would like to transfer-in unit trust funds bought using CASH from other distributors (Fundsupermart, Dollardex, iFast, Navigator, etc).
**An additional form is required when you are transferring in (Note: The above Transfer form is still required) directly from a fund house/ bank. 

For CPF-OA/SA or SRS holdings (without "IA" status - bought from banks/ fund houses)
Please ensure that your holdings are without the "IA" status. For holdings with "IA" status, please use forms in the following section instead (understand what is an "IA"). Complete this form if your funds are without "IA" status.
Note: If you are transferring Templeton or Alliance Bernstein funds, please click here for the additional fund house transfer form.

 For CPF-OA-IA/SA-IA/SRS-IA holdings (with "IA" status - bought from iFast/ Fundsupermart)
Complete this form 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.
Note: If you are transferring Templeton or Alliance Bernstein funds, please click here for the additional fund house transfer form.

 For CPF-OA-IA/SA-IA/SRS-IA holdings (with "IA" status - bought from Navigator/ Dollardex)
Complete this form and this Navigator form * 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.
*Important:
On the Navigator transaction form, please complete pages 1, 2, 5 and 8. On page 5 (section 10), indicate the number of units up to 2 decimal places (rounded down) you wish to transfer in. Please do not write "Transfer All". You are required to mail both the Navigator transaction and Phillip transfer forms back to us.
Note: If you are transferring Templeton or Alliance Bernstein funds, please click here for the additional fund house transfer form.

Click here for our business reply envelope.


Note:
 You are encouraged to submit your latest statement of holdings together with the transfer-in forms. (Optional). Depending on the company your are transferring out from, transfer-in process typically takes 4-6 weeks to be completed
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'.

 Internal Transfer

If you would like to transfer unit trusts from one POEMS account to another POEMS account of yours, simply send us this form. Click here for our business reply envelope.

 Additional Fund House Form

If you are transferring your holdings from a Bank / Fund House/ AllianceBernstein or Templeton funds, this additional form is required. Select from the dropdown lists below and click "Next" to download the required form. Impt: Both Phillip Transfer form (from above) and the additional transfer form (from below) are required. Click here for our business reply envelope.

Fund Name
Fund Manager
Place of Purchase
Fund Source