To transfer your funds to your FSM account, download and complete the relevant forms from HERE, and submit it to us together with statement of your holdings (dated within 3 months).
If you encounter a fund that is not available on our platform, the transfer for that fund will not be carried out and you may wish to speak to our Investment Advisers to seek for an alternative fund or receive advice on your portfolio.
Note: Transfer-in exceptions apply to the following distributors:
- No Cash Transfers for AXA
- No CPFIS-OA, SA, SRS Transfers for non-daily valuation funds from AXA, Fidelity (for funds denominated in foreign currency), HSBC, Navigator, Dollardex and Phillips Securities.
To transfer your Bonds, ETFs or Stocks to your FSM account, simply download the relevant forms below and follow the instructions stated in the form.
FSM Security Transfer-In/Out Instruction (Cash)
For Stocks/ETFs held in Depository Agent’s (Stockbroking) account, please approach your respective Depository Agent (Stockbroker) for Depository Agent Transfer Form.
Note: For the transfer of stocks held with your custodian, please obtain the transfer forms from your custodian to submit your transfer instructions. For more details, please visit our FAQ on Share Transfer.
HUGE Savings and Full Transparency for All Clients, All the Time
24/7 access to your investment holdings
Cost savings & value with zero or low commission charges
Free unbiased advisory service from our team of Investment Advisers
Huge savings in agent bank charges when you invest your CPF monies with iFAST (the parent company of FSM Global), a CPFIS-registered Investment Administrator (IA)
How We Compare
| FSM Global | Financial Institution C | Bank D | |
| Bonds | 0.35% | Commission + With Spread | Commission + With Spread |
| MAPS | 0% | Up to 3% | Not Offered |
| Unit Trusts | 0% on All Funds Permanently | Up to 0.50% | Up to 5% |
| Stocks & ETFs | Enjoy $8.80 Flat Fee on SGX only at FSM Global Gold & Diamond clients also enjoy HK$50 Flat Fee on HKEX |
Up to 0.50% | 0.28% |
| Insurance | 30 - 40% Commission Rebates | Not Offered | Not Offered |
| Regular Savings Plan (RSP) | 0% | Commissions Apply | Commissions Apply |
| Bond Express with Small Lots Purchasing | Offered | Not Offered | Not Offered |
| Research Insights & Tools | Offered | Not Offered | Not Offered |
| Professional Guidance | Free | Not Offered | Not Offered |
| Transfer In | Free | With Charges | With Charges |
| Multiple Accounts Capability | Offered | Not Offered | Not Offered |
| Cross-Product Switching | Offered | Not Offered | Not Offered |
| Stay Informed with New Products Alerts Subscription | Offered | Not Offered | Not Offered |
| Rewards Points | Offered | Offered | Not Offered |
| Mobile App Trading | Offered | Offered | Not Offered |
