Transfer-in of funds you bought elsewhere is completely FREE-of-charge.
By transferring your holdings to us, you can benefit from:-
 ZERO ongoing / monthly / platform fees. Find out why we do not charge such fees.
 Lower agent bank charges when you switch your non-IA holdings to IA for your CPF investments.
 Meeting of minimum initial investment amount for your subsequent fund purchases.
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).
**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.

Important:
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.

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'.

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.

If you are transferring your holdings from a Bank / Fund House, an 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.