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).
**If your funds were bought from a Bank / Fund House, an additional form is also required (Note: The above Phillip Transfer form is still required).
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.
For CPF-OA-IA/SA-IA/SRS-IA holdings (with "IA" status - bought from Navigator/ Dollardex)
- Complete this form and this 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.
Click here for our business reply envelope.
For Aviva/ Navigator transaction form, simply complete pages 1, 2, 4 and 6.
On page 4, indicate the number of units you wish to transfer, up to 2 decimal places (rounded down).
Do not write "Transfer All". Mail the Aviva/Navigator transaction and Phillip transfer forms back to us.
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'.