Licensed dealer and Financial Adviser   CPFIS Registered Investment Administrator
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Forms for download
 Forms for download


Corporate Account
  • To open a corporate account, please download this form

Permanent Address
  • To update permanent residential address, please download this form

Right To Cancel
  • To exercise right to cancel, please download this form


Internal Transfer
  • Transfer-In of unit trusts bought with CASH from FSM Personal to FSM Beneficiary account or vice versa, please download this form.

  • Transfer-In of unit trusts bought with CASH, CPF-OA/SA, SRS from iFAST Financial account to FSM account, please download this form.

    Note:

    1. Upon transfer of all units, existing RSP will be terminated (if applicable). Please submit new RSP application and DDA forms.


External Transfer
(Cash Holdings)

External Transfer
(CPF-OA/CPF-SA/SRS Holdings)
  • Transfer-In of unit trusts bought with CPF - OA/SA, SRS. Please download this form.

  • Transfer-In of AllianceBernstein (ACM) unit trusts bought with CPF/SRS funds, please download these : form (A) AND form (B)

  • Transfer-In of Franklin Templeton unit trusts bought with CPF/SRS funds, please download these : form (A) AND form (B)

  • Note:
    1. We are unable to transfer for HSBC funds bought using CPF/SRS, due to restrictions from the fund house.

    2. We are unable to transfer Fidelity Funds (denominated in foreign currency) bought using CPF/SRS.

    3. We are unable to transfer AXA funds bought using CPF/SRS, due to restrictions from the fund house.

    4. We are unable to transfer non-daily valuation funds bought using CPF/SRS.

  • Transfer-In of unit trusts bought with CPF - OA/SA, SRS (IA status) from Navigator (Aviva) or dollarDEX, please download these : form (A) AND form (B)
  • Transfer-In of unit trusts bought with CPF - OA/SA, SRS (IA status) that are registered under Manulife with Navigator (Aviva), please download these : form (A) AND form (B)

    Note:

    1. We are unable to transfer CPF-OA/SA holdings which have been delisted from CPFIS.

    2. We are unable to transfer non-daily valuation funds bought using CPF/SRS.

    3. We are unable to transfer AXA funds bought using CPF/SRS, due to restrictions from the fund house.


Business Reply Envelopes
  • This is for Fundsupermart account holders who need to send us cheques or other correspondence immediately. Click here to download a BRE, print it and follow the instructions on it.


Anti-Money Laundering Declaration Form
  • To declare Beneficial Owner(s)/ Politically Exposed Person(s), please download this form.


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