Frequently Asked Questions
Unit Trust
How do I make amendments on my Unit Trust RSP?
Amendment of investment instruction(s) such as change of funds (including increasing or reducing the fund to invest), investment amount, fund source or frequency can be done via POEMS or physical form. No charges will be imposed for any changes made.
a. Amendment(s) via POEMS:
Login to POEMS > Acct Mgmt > Regular Savings Plan (RSP) > Unit Trust RSP > Investment Instruction > Amend
Please note that amendment(s) made via POEMS will not be reflected immediately. The updated investment instruction will be reflected after it has been processed. Instructions received via POEMS will take up to 30 business days to come into effect.
b. Amendment(s) via Physical Form
Kindly seek assistance from your Financial Adviser Representative or visit any of our Phillip Investor Centres to complete the form submission.
Form submissions received will take up to 30 business days to come into effect.
Note:
Some funds will require a minimum initial investment. For such funds, you must have lumpsum holdings prior to the application or amendment of the Unit Trust RSP. Otherwise, your application or amendment for the Unit Trust RSP may be rejected.
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- 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?
- When will my Unit Trust RSP amendments and/or terminations be effective?
- How can I terminate my Unit Trust RSP?
- 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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