Frequently Asked Questions
Unit Trust
How can I terminate my Unit Trust RSP?
You may terminate your Unit Trust RSP as follows:
a. Partial Termination (Amendment)
Partial termination of Unit Trust RSP is termed as an Amendment. For amendments, you may submit the request online via POEMS 2.0, POEMS Mobile 3 App or a physical form.
b. Full termination
If you would like to have a full termination of all your Unit Trust RSPs, you are required to submit the physical termination form with the assistance from the respective Financial Adviser Representative or visit any of our Phillip Investor Centres.
All RSP amendments/terminations will take up to 30 business days to take effect.
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- What is a Unit Trust Regular Savings Plan (RSP)?
- How do I apply for Unit Trust RSP and when will my Unit Trust RSP be effective?
- How do I apply for GIRO?
- How long will it take for my GIRO linkage to be approved?
- How will I be informed of the status of my Unit Trust RSP GIRO application?
- How can I start my Unit Trust RSP first while my GIRO linkage is pending for approval?
- Is an initial investment required before I can subscribe to Unit Trust RSP?
- When will the Unit Trust RSP investment amount be deducted?
- What will happen if I have insufficient money in my bank/CPF account for GIRO deductions for RSP?
- What will happen to my unit holdings after my Unit Trust RSP GIRO payments have been stopped?
- Can my Unit Trust RSP be settled in non-SGD currency?
- What are the Sales Charges for Unit Trust RSP?
- Is there any lock-in period for Unit Trust RSP?
- How do I make amendments on my Unit Trust RSP?
- When will my Unit Trust RSP amendments and/or terminations be effective?
- Will my Unit Trust RSP be terminated automatically when I make a full redemption of my holdings?
- What will happen if my Unit Trust RSP fund is temporarily suspended or closed to subscriptions?
- Who can I contact if I would like to enquire about Unit Trust or Unit Trust RSP matters?
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