Frequently Asked Questions
Unit Trust with POEMS
Is an initial investment required before I can subscribe to Unit Trust RSP?
Other faq that might help you
- How do I make payment for my Unit Trust purchases?
- When do I have to make payment after a purchase?
- What are the Fees and Charges?
- When will my unit trust orders be transacted?
- If I place an order to buy/sell a Unit Trust submitted before 3pm, when will I know the price/NAV of the transaction?
- What may be the possible causes for a delay in the update of price/NAV for a fund?
- When will I receive my money after I have sold my Unit Trust holdings?
- How many Unit Trust are available on POEMS?
- How do I transfer-in my holdings maintained with other distributors or banks?
- How do I opt-in for SMART Park (Excess Funds Management Facility) and invest in Phillip Money Market Fund?
- How are the Total Returns of funds derived?
- What do (Acc), (Dis) and (H) mean in fund names?
- Will I receive dividends?
- Who can invest in unit trusts?
- Can a CPF investment be converted into a Cash investment?
- What is Customer Knowledge Assessment (CKA) and how does it affect me?
- What is Supplementary Retirement Scheme (SRS)?
- What is a CPF Investment Administrator (CPFIA)?
- What is CPFIS Self-Awareness Questionnaire (SAQ)?
- How can I trade Unit Trust online?
- 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 can I start my Unit Trust RSP first while my GIRO linkage is pending for approval?
- How will I be informed of the status of my Unit Trust RSP GIRO application?
- 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?
- 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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