| Corporate Account |
- To open a corporate account, please download this form
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| Permanent Address |
- To update permanent residential address, please download this form
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| Right To Cancel |
- To exercise right to cancel, please download this form
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| 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:
- Upon transfer of all units, existing RSP will be terminated (if applicable). Please submit new RSP application and DDA forms.
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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:
- We are unable to transfer for HSBC funds bought using CPF/SRS, due to restrictions from the fund house.
- We are unable to transfer Fidelity Funds (denominated in foreign currency) bought using CPF/SRS.
- We are unable to transfer AXA funds bought using CPF/SRS, due to restrictions from the fund house.
- 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:
- We are unable to transfer CPF-OA/SA holdings which have been delisted from CPFIS.
- We are unable to transfer non-daily valuation funds bought using CPF/SRS.
- We are unable to transfer AXA funds bought using CPF/SRS, due to restrictions from the fund house.
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| 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.
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| Anti-Money Laundering Declaration Form |
- To declare Beneficial Owner(s)/ Politically Exposed Person(s), please download this form.
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