Note: Existing RSP will be terminated (if applicable) upon transfer of units. Please submit new RSP application and DDA forms.
For unit trusts which are bought directly from fund houses or banks (e.g. UOB funds from UOB bank), download this form and the respective forms below, and sign on the transferor's columns:
Note: Transferring of Unit Trust from Standard Chartered, please visit any SCB bank branch to submit another transfer instruction with them.
Exception: We are unable to transfer AXA funds due to restrictions from fund house.
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.
For funds purchased from distributors with IA status:
Exception: We are unable to transfer non daily valuation funds and funds that have been delisted from the CPF scheme.
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