Transfer-in & Get Rewarded

Transfer in your CDP Holdings at
ZERO Fees & Get Rewarded up to S$1,888!

Transfer-in Your
CDP Holdings &
Receive up to S$1,888

Transfer Now!

Exclusive Promotion

Enjoy the following Cash Credit rewards when you transfer in!

Applicable for Both Mass and Partial Transfer

Each Eligible Customer is entitled up to $1,888 in Cash Credits per promotion period.

Transfer Now!

Submit the CDP Transfer Request For Free!

What's more?

Enjoy Fees Waivers by Transferring in your CDP Holdings

Fees Waiver till 31 Dec 2030

CDP Share Transfer FeeWaived
Dividend Handling Fee (SGX-listed Securities)Waived
Corporate Action Fee
(SGX-listed Securities)		Waived
Account Maintenance FeeWaived
Foreign Share Custody Fee* Waived
*Minimum Transfer Value to Qualify for Waiver is S$20,000 per submission
Transfer Now!

Invest Smarter. Partner with an Investment Specialist.

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

Get in touch with your Investment Specialist now!

Don’t have one? Contact us at 6531 1555 or talktophillip@phillip.com.sg

Get in touch with your Investment Specialist now!

Don’t have one?

Contact us at 6531 1555 or talktophillip@phillip.com.sg

Why Build a Portfolio with Us 

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

Receive a comprehensive range of Financial Services from our multi-licensed Investment Specialists.
(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 Transfer Request?   

For Mass Transfer, 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.

For Partial Transfer, Clients must have existing Custodian, Prepaid Custodian, Cash Plus or Margin Account to receive the holdings.

Are all securities eligible to be transferred in? 

For Mass Transfer, only SGX-listed securities (e.g. shares, ETFs and bonds) and T-bills are eligible to be transferred in.

For Partial Transfer, only SGX-listed securities (e.g. shares, ETFs and bonds) are eligible to be transferred in.

Which types of securities are not eligible for the CDP Transfer Request? 

Below is a list of securities that are not eligible for the transfer:

  • Rights Shares
  • Singapore Saving Bonds
  • Securities that are in “Blocked” status (e.g. Moratorium, Charge)
  • Securities that are on loan as part of SGX SBL programme
  • Unlisted counters
  • Suspended counters

No, Estate accounts are not eligible for the Request.

Can Corporate accounts with CDP participate in the CDP Transfer Request? 

Yes, Corporate accounts are eligible for the Mass Transfer Request at the moment. However, no change in beneficiary owner is allowed.

Corporate accounts are not eligible for the Partial Transfer Request.

Can Joint Accounts with PSPL participate in the CDP Transfer Request? 

Yes, Joint Accounts are eligible for the Request. No change in beneficiary owner is allowed.

Are my monies and assets custodised with Phillip Securities Pte Ltd (“PSPL”) safe?   

Our customers’ monies and assets (including those assets that are held with appointed foreign custodians) are safe-kept in accounts which are designated as trust accounts for customers in compliance with the MAS’ requirements under the Securities and Futures Act (“SFA”) and Securities and Futures (Licensing and Conduct of Business) Regulations. Customers’ monies and assets are protected by keeping them in customer segregated accounts separate from PSPL’s own.

Section 104A of the SFA also provides that monies and assets belonging to customers are not available for payment of PSPL’s debts and shall not be liable to be paid or taken in execution under an order or a process of any court.

 
How do I participate in this CDP Transfer Request? 

You must opt-in for the transfer-in via POEMS Website at www.poems.com.sg.

Go to Account Mgmt > Stock > Online Form > Account Application> CDP Transfer Request.

Alternatively, you can login to POEMS Mobile 3 App > Head to Me tab > Forms > CDP Transfer.

Can my remisier assist in completing the CDP Transfer Request?  

No. You must log in through the POEMS website or POEMS Mobile 3 App 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?

For Mass transfer, 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 Transfer Request, Cash Management or Cash Trading Accounts will be converted to a Custodian Account. Learn more about Custodian Accounts here. 

For Partial transfer, you can choose the designated account (Custodian, Margin, Cash Plus, Prepaid) per transfer request. 

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. However, no change in beneficiary ownership is allowed.  

Yes, you will need to specify which POEMS account will be the recipient of the CDP 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/

Will my POEMS Trading Account numbers remain the same after the CDP Transfer Request is completed? 

Yes. Your POEMS Account numbers will remain the same.  

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 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 CDP 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 Transfer Request is completed. 

For Mass Transfer Request, it may take effect within 2 business days, provided you do not have any outstanding positions in your CDP Accounts.

For Partial Transfer Request, it may take effect within 5 business days, provided that your holdings are fully settled.  

You will receive an email notification after the transfer Request has been completed. 

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

For Partial Transfer Request, CDP will process your request for fully settled holdings. For example, if a client submits a request for counters A, B, and C, where counters A and B are fully settled but counter C is still pending settlement, CDP will process the transfer for counters A and B but reject the request for counter C.

Terms & Conditions

  1. The promotion is only valid for Customers who transfer in Eligible Assets from CDP to Eligible Accounts from 1 September 2026 to 31 December 2026, both dates inclusive.
  2. Customers who previously participated in our previous CDP Mass Share Transfer promotions will still be eligible to participate in this promotion again.
  3. Eligible Customers will receive Cash Credit of:
    • S$88 for transferring S$100,000 to S$199,999 worth of Eligible Assets
    • S$188 for transferring S$200,000 to S$499,999 worth of Eligible Assets
    • S$288 for transferring S$500,000 to S$999,999 worth of Eligible Assets
    • S$588 for transferring S$1,000,000 to S$1,999,999 worth of Eligible Assets
    • S$1,888 for transferring S$2,000,000 or more worth of Eligible Assets
  4. Each Eligible Customer is entitled up to $1,888 in Cash Credits per promotion period.
  5. Customers are required to opt-in to the Excess Funds Management Facility (SMART Park) (SGD/USD) within 90 days of the submitted request. Failure to do so, will result in forfeiture of the Reward/s.
  6. Eligible Accounts:
    • CDP Mass Transfer Request include:
      • Cash Management (Upon submitting the CDP Mass Transfer Request, Cash Management Account will be converted to Custodian Account)
      • Cash Trading (Upon submitting the CDP Mass Transfer Request, Cash Trading Account will be converted to Custodian Account)
      • Custodian
      • Prepaid Custodian
      • Cash Plus
      • Margin 
    • CDP Partial Transfer Request include:
      • Custodian
      • Prepaid Custodian
      • Cash Plus
      • Margin 
  7. The total value of Eligible Assets transferred is based on the previous day closing price of the transfer date and must be maintained in the Account for 90 calendar days from the shares transferred in-date.
  8. Cash Credit will be credited before the end of April 2027.
  9. This Promotion is not applicable to PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff and Trading Representatives.
  10. 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.
  11. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  12. 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.
  13. This advertisement has not been reviewed by the Monetary Authority of Singapore.


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