Licensed Custodian, Dealer and Financial Adviser.   CPFIS Registered Investment Administrator
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Note: Existing RSP will be terminated (if applicable) upon transfer of units. Please submit new RSP application and DDA forms.

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.

Additional form required if you are transferring bond from CDP account:


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