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Important Note

To ensure the smoothest and fastest service possible, we are currently prioritising transfer-in cases. As a result, please be advised that the estimated processing time for transfer-out requests may take up to 12 weeks. By submitting the transfer-out request(s), you acknowledge and agree to the estimated transfer-out timeline.

We warmly encourage you to continue holding your assets with FSM Global. By keeping your investments here, you can enjoy:

A comprehensive, consolidated view of your entire portfolio
The opportunity to earn valuable Rewards points simply by holding your assets with us
Free processing of SGX corporate actions — including applications for rights issues and excess units
Attend Annual General Meeting — same entitlement as you would with a CDP account
Earn interest on dividends/coupons credited to your FSM Multi-Currency Cash Account

1. Transaction Forms

Order Cancellation

2. Transfer between FSM Global/iFAST (Unit Trusts, Stocks, ETFs and Bonds)

For transfer between FSM accounts or from iFAST to FSM account

Note:

Existing RSP will be terminated (if applicable) upon transfer of units. Please submit new RSP application and DDA forms.

3. Unit Trusts Transfer-In/Out of FSM (Cash Holdings)

FSM External Transfer-In/Out Instruction (Cash)

Additional transfer in form required for unit trusts which are bought directly from the respective fund houses or banks listed below:

Aberdeen Asset Management Asia Ltd

Alliance Bernstein

Allianz Global Investors Singapore Ltd

Amundi Asset Management

Eastspring Investment Singapore (S) Ltd

Fidelity Worldwide Investments

First Sentier Investors (Singapore)

Franklin Templeton Investments

Henderson Global Investors (Singapore) Ltd

HSBC Global Asset Management Singapore

J.P. Morgan Asset Management

Legg Mason Asset Management

Lion Global Investors Limited

MAN investments Limited (Recognised)

PIMCO Funds: Global Investors Series PLC

Schroder Investment Management

UOB Asset Management

Amova Asset Management Asia Limited (formerly Nikko AM)

For other fund houses/banks not listed in the above

Additional form required for transfer in from Navigator (Aviva), Dollardex, and Philip Securities:

Portfolio Transfer Out Form.

Unit Trust Transfer Out Form

Note:

You are required to visit the respective bank branch to complete another transfer instruction form if you are transferring from the below banks:

Exception:

We are unable to transfer AXA funds due to restrictions from fund house.

4. Unit Trusts Transfer-In/Out of FSM (CPF/SRS Holdings)

Transfer In (Non-IA)

Transfer In (IA)

Transfer Out (IA and Non-IA)

For funds purchased from distributors with Non-IA status

FSM External Transfer-In Instruction (Non-IA)

Additional transfer in form required:

For funds purchased from Alliance Bernstein

For funds purchased from Franklin Templeton

For funds purchased from Amova Asset Management Asia Limited (formerly Nikko AM)

Exception:

We are unable to transfer Fidelity funds (denominated in foreign currency), AXA and HSBC funds due to restrictions from fund houses, and non daily valuation funds.

5. Stocks, ETFs, Bonds Transfer-In/Out of FSM Global (Cash Holdings)

FSM Security Transfer-In/Out Instruction (Cash)

i) Additional form required for transfer in security from CDP

SGX Transfer of Securities Instructions

or
ii) For Stocks/ETFs held in Depository Agent’s (Stockbroking) account, please approach your respective Depository Agent (Stockbroker) for Depository Agent Transfer Form.

iFAST Product Financing Inward Redemption Form

6. CDP Account Linkage

Note:

You can sell your Stocks/ETFs holdings from your SGX CDP Account by simply linking your account with FSM Global. After the successful linkage of your CDP account with your FSM account, you can sell the Singapore securities custodised under SGX CDP using your FSM account.

7. Account Related

Update Address Form

Update Contact Details Form

Accredited Investor Declaration Form

Corporate Account Opening Form

Anti-Money Laundering Declaration Form

Account Reactivation Form

Update Signature Form

Stationery

Business Reply Envelope

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Forms

Important Note

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Exception:

Exception:

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Stationery

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