Hi how do I do a transfer of unit trusts across borders?

Hi anon,

I'll speak for POEMS. You'll need to have a POEMS account first. Then this depends on whether the UT you wish to transfer in from HK is distributed by POEMS in SG. If it isn't, you can't transfer in. To ease the process, you may write in to [email protected] to enquire, and enclose a statement of your holdings. They will advise you if it is possible or not.

You'll need to complete the form from POEMS, section A of the Transfer in form:

• Transfer in form (Section A)

https://unittrust.poems.com.sg/services/transfe...

Then mail in a signed Letter of Intent to FSMOne for the transfer.

https://secure.fundsupermart.com/fsm/advice-ser...