Transfer-in is free of charge and you get to enjoy the following benefits:

1. Get a consolidated view on your unit trust holdings
2. You can invest in those funds at FSMOne at the subsequent amount rather than the initial investment amount and enjoy greater savings
3. Enjoy 24/7 access to your unit trusts holdings and fund prices
4. Free unbiased advisory service from our team of Client Investment Specialists
5. Low transaction charges and unlimited free switches for the same asset class

To transfer in /out your cash invested Unit Trust holdings, please complete the Unit Trusts Transfer-In/Out of FSMOne (cash holdings) form and email it to clienthelp@fundsupermart.com.
For transfer-out requests, you may also need to check with the receiving bank, fund house, or distributor regarding any additional procedures or documents required on their side.

Processing Time:
External transfers: Up to 12 weeks

Note: The process will take longer if the information on the transfer form(s) or supporting document(s) is incomplete.
 

You may transfer Unit Trusts, Stocks, ETFs and Bonds within FSMOne / iFAST:

• Between your own Personal and Beneficiary accounts; or
• To an immediate family member’s account (spouse, parents, grandparents, siblings, or children, including step-relations).

Please complete the “Transfer between FSMOne/iFAST (Unit Trusts, Stocks, ETFs and Bonds)” form. For family transfers, a Third-Party Declaration Form (page 2) and supporting documents to proof the relationship are required.
Submit the completed documents to clienthelp@fundsupermart.com.

Processing time: Approximately 2–4 weeks.
Processing may be delayed if documents are incomplete.

Note: Managed Portfolio holdings are not eligible for transfer.

To transfer CPF/SRS Unit Trusts into or out of FSMOne, please complete the Unit Trusts Transfer-In/Out of FSMOne (CPF/SRS Holdings) form and email it to clienthelp@fundsupermart.com.

CPF/SRS Unit Trusts with “Non-IA” status:
For transfers out, contact the bank, fund house, or distributor to which you wish to transfer your holdings. They will guide you on the required procedures and forms.

CPF/SRS Unit Trusts with “IA” status:
Transfers out can only be made to other CPFIS Investment Administrator (IA) registered platforms, such as DollarDex, Navigator/Singlife, Phillip/POEMS, or UOB Kay Hian. The receiving platform will advise you on the necessary procedures and forms.

Processing Time for External Transfers: Up to 12 weeks

Yes. All CPFIS-OA/SA or SRS Unit Trusts transferred to FSMOne will be converted to IA (Investment Account) status. After a successful transfer-in, iFAST will temporarily sell your units and buy back the exact same units at a later date at no cost to you, so your holdings remain unaffected. The process usually takes around 10 business days.

Key points for CPF transfers:
CPF-SA funds: Transfers are subject to CPFIS rules. Buy-back may fail if your CPF-SA balance is below $40,000, and in that case, the transfer will be treated as a sell order.
CPF-OA funds: Transfers are not affected by CPFIS rules, even if your balance is low, as iFAST covers the bank charges.
SRS funds: The same sell-and-buy-back process applies, with no impact on your holdings.

*All charges for the sell and buy-back are borne by iFAST.

You are advised to terminate the unit trusts Regular Savings Plan (RSP) with the previous distributor before transferring the unit trusts. Once transfer in has completed, you are able to apply RSP with us by logging into your account, then go to Transact > Funds (Unit Trusts) > click on "Buy" button.