Transfer in your unit trust holdings to Fundsupermart for free!
Benefits you can enjoy with a Fundsupermart account:
To start, select the type of transfer you would like to perform:
It is now easier to transfer your unit trust holdings from other distributors to Fundsupermart. All you need to do is to send us a statement of your holdings, and we will handle the rest of the paperwork!
This value-added service applies to External Transfer Cash and CPF-OA, CPF-SA, SRS holdings (including IA holdings from Navigator / Dollardex / etc) to unit trust funds that are available on our platform (with some exceptions; see table below)*. If the fund is not available on our platform, you may wish to contact our Client Investment Specialist to seek an alternative fund.
Send us a recent (less than 3 months old) copy of your account's distributor / fund manager statement of holdings with the following details:
Note: Agent bank statement is not allowed for External Transfer Non-Cash IA
Fundsupermart will help you to fill in the relevant transfer forms and send it back to you to verify via mail / email within 5 working days.
Upon receiving, complete the required fields and submit to us (via mail only) for processing. The transfer process will take about 4-6 weeks.
|AXA||Fidelity (denominated in foreign currency)||HSBC||Navigator / dollarDEX / Philips Securities|
|CPF / SRS^||
Only if fund have been delisted from CPF Investment Scheme (CPFIS).Check fund status here
^We are unable to transfer non-daily valuation funds bought using CPF / SRS