Achieve Tailored Portfolio Planning

with Remisiers

in Today’s Evolving Markets!
__________________________________________________

Transfer your CDP Shares & receive up to S$588 worth of Lion-Phillip S-REIT ETF!

Remisiers are attuned to the Rhythm and Beats of markets.

Transfer your CDP Shares Now!

Invest Smarter : Partner with a Remisier

Receive expert advice on
trading and corporate actions

Tap onto years of
stock market experience

Accumulate your wealth with
a closely monitored portfolio

Receive customised strategies
that align with your goals

How to Get Started!

Submit the CDP Mass Share Transfer Request Free of Charge!

  • Cash Management
  • Cash Trading
  • Custodian
  • Prepaid Custodian
  • Cash Plus
  • Margin

Enjoy the 5 Benefits

CDP Share Transfer Fee
Click Here
Dividend Handling Fee
(SGX-listed Securities)
Click Here
Foreign Share Custody Fee
Click Here
Corporate Action Fee
(SGX-listed Securities)
Click Here
Account Maintenance Fee
Click Here
waived

Until 30 Sep 2027

Get in touch with your Remisier now!
Don’t have one? Contact us at 65311555 or talktophillip@phillip.com.sg

Why Build a Portfolio with Us 

Founded in 1975, with one of
the largest pools of Remisiers
in Singapore today 

Comprehensive range of Financial Services from our multi-licensed Remisiers 
(E.g. Licences in both portfolio management and financial advisory) 

24/7 access to your portfolio
via POEMS 

Stay one step ahead with
Real-time Market Insights   

Frequently Asked Questions

What types of Accounts are included in this CDP Mass Share Transfer Request?   
Only Cash Management, Cash Trading, Custodian, Prepaid Custodian, Cash Plus or Margin Accounts are eligible.  Upon submitting the Request, Cash Management or Cash Trading Accounts will be converted to Custodian Account.
Only SGX-listed securities (e.g. shares, ETFs and bonds) and T-bills are eligible to be transferred in.
The CDP Mass Share Transfer Request is optional. If you choose not to submit this Request, you will continue trading with your CDP-linked account (i.e. Cash Management, Cash Trading).
No, Estate accounts are not eligible for the Request.
Yes, Corporate accounts are eligible for the Request. No change in beneficiary owner is allowed.
Yes, Joint Accounts are eligible for the Request. No change in beneficiary owner is allowed.
How do I participate in this CDP Mass Share Transfer Request? 

You must opt-in for the transfer-in via login to POEMS Website at www.poems.com.sg.
Go to Account Mgmt > Stock > Online Form > Account Application> CDP Mass Share Transfer Request.

Can my remisier assist in completing the CDP Mass Share Transfer Request?  

No. You must log in to the POEMS website and agree to the terms and conditions in order to proceed with the Request.

Can I transfer my shares from one CDP Account to multiple POEMS Accounts?

No, you can only transfer all your securities and T-bills from one CDP account to one POEMS Account, namely Cash Management*, Cash Trading*, Custodian, Prepaid Custodian, Cash Plus, and Margin Account.

*Upon submission of the CDP Mass Share Transfer Request, Cash Management or Cash Trading Accounts will be converted to a Custodian Account. Learn more about Custodian Accounts here. 

Can I transfer my shares from my individual CDP account to a joint POEMS Account?  

No, you can only transfer shares from your individual CDP account to an individual POEMS Account or Joint CDP to Joint POEMS Account. No change in beneficiary ownership is allowed.  

Yes, you will need to specify which POEMS account will be the recipient of the CDP Mass Share Transfer Request during the submission process. If you select either a Cash Management or Cash Trading account, it will be converted to a Custodian Account.

The process for transferring shares back to CDP or to another broking firm may incur fees. Please refer to the link for Share Transfer Fees and procedures: https://www.poems.com.sg/share-bond-unit-trust-transfer/

There will be no change to existing brokerage rates, trading limits and contra facilities. 

The GIRO linkage (if any) for the Cash Trading Account will be delinked after conversion. However, you can apply for EPS via POEMS login. 

There will be no change to the payment arrangement. 

What will happen to my CDP account when my Cash Management or Cash Trading Account is converted to a Custodian Account after the CDP Mass Share Transfer Request?

The CDP linkage will be delinked from the Custodian Account but your CDP account will not be closed by CDP. Please note that you cannot sell new holdings kept with CDP unless you transfer the holdings into the Custodian Account again. 

Yes, your CDP account will remain active. You can still purchase shares through other broking firms and keep the new holdings with CDP. However, you must remember to transfer the new holdings from CDP into your POEMS Account if you wish to sell the new holdings through us.

No, you can only sell your holdings via the same POEMS Account

You can continue to manage your assets that are not held under our custody and are able to apply for IPOs through the usual channels. However, allocation of shares will not be credited to your POEMS Account unless you initiate the Mass Share Transfer Request again. 

You can view your holdings held under our custody via POEMS login.
To check your CDP holdings, login to the CDP portal. 

For SGX-listed securities kept in your Custodian Account, there is a possibility of short-selling because our system will not check your local shareholdings in your accounts. However, you are unable to short-sell foreign shareholdings kept in your Custodian Account.  

Yes, please refer here for more information: SGS (Singapore Government Securities) T-Bills, SGS Bonds, U.S. Treasury available in POEMS 

Yes, you can cancel the Request before 4.30pm on the same day.

You will receive an email notification once the CDP Mass Share Transfer Request is completed. 

The CDP Mass Share Transfer Request may take effect within 2 business days, provided you do not have any outstanding positions in your CDP Accounts. You will receive an email notification after the transfer Request has been completed 

You can still submit the Request, but it will be sent to CDP for processing after all outstanding positions are closed. 

Terms & Conditions

  1. Eligible Assets are all SGX-listed securities (e.g. shares, ETFs and bonds) and T-bills. 
  2. Customers are required to opt-in to the Excess Funds Management Facility (SMART Park). 
  3. Eligible Accounts to submit the CDP Mass Share Transfer Request include: Cash Management, Cash Trading, Custodian, Prepaid Custodian, Cash Plus or Margin Account.
    (Upon submitting the CDP Mass Share Transfer Request, Cash Management or Cash Trading Accounts will be converted to Custodian Accounts) 
  4. The total value of Eligible Assets transferred must be maintained in the Account for 3 months within Eligible Account.  
  5. The quantity of ETF credited will be computed based on the trade execution day and will be rounded down.
  6. The following Customers are NOT eligible for these benefits unless approved by the management of PSPL:
    • Customers who have closed an Eligible Account with PSPL before and including May 2025.
    • All employees of PSPL’s entities and its partners (e.g. trading representatives, financial advisors) and their immediate families (e.g. spouse and children). 
  7. By taking part in the promotion, you agree and consent to PSPL sending relevant information to third-party service providers to facilitate the delivery and redemption of the Rewards. 
  8. In the event of a dispute regarding the Customer’s eligibility to gain the fee waivers as part of this promotion, PSPL’s decision will be deemed as final and binding. 
  9. Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete these Terms and Conditions without prior notification (including eligibility; replacement of the prize; promotional mechanics, promotion duration without prior notification, qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants. 
  10. This advertisement has not been reviewed by the Monetary Authority of Singapore. 


Fee Waiver Table (Applicable to Participants of CDP Mass Share Transfer Request)
CDP Share Transfer Fee Waived
Dividend Handling Fee (SGX-listed Securities) Waived
Corporate Action Fee (SGX-listed Securities) Waived
Account Maintenance Fee Waived
Foreign Share Custody Fee Waived

IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  

 

Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com