Share/Bond/Unit Trust Transfer

Share Transfer from CDP

Form : Request for Transfer of Securities Form
Charges (excluding GST) : SGD 10
Submit to :

Hardcopy

Business reply envelope (Att: Margin Operations)

Remarks : Please fill in section 1, 2, 3 and sign at section 5.
Kindly write your account number in pencil at the top of the form.

Share Transfer-in from other Financial Institutions

Form : Foreign Share Transfer-In Form
Charges (excluding GST) : Waived
Submit to :

Hardcopy

Business reply envelope (Att: ForeignSharesTrf Team)

Internal Local Share Transfer

Form : Withdrawal Form (used between Margin, Prepaid, Custodian and Cash Plus Account)
**Please request this form from your trading representative
Charges (excluding GST) : Phillip Securities Pte Ltd (PSPL) -> PSPL sub a/c (other than Prepaid (CC) and Cash Plus Account): SGD 20
PSPL sub a/c -> PSPL Prepaid (CC) and Cash Plus sub a/c: SGD 60
Submit to :

Hardcopy

Business reply envelope (Att: Margin Operations)

Remarks : Please indicate the transferee account number at the end of the form. (Transfer to: XXXXXX)

Internal Foreign Share Transfer

Form : Internal Foreign Share Transfer Form
Charges (excluding GST) :

[Limited time offer] Cash Management (KC) Account -> Cash Plus Account: Free*

PSPL sub a/c -> PSPL sub a/c (other than Prepaid (CC) and Cash Plus Account): Free*

PSPL sub a/c -> Prepaid (CC) sub a/c: SGD 50

PSPL sub a/c -> Cash plus sub a/c: SGD 60

Submit to :

Hardcopy

Business reply envelope (Att: ForeignSharesTrf Team)

*except for Malaysia share when there is a change at custodian level. S$5.00 per counter + S$7.00 courier fee.

Full List of Share Transfer

Local share transfer charges

Type of service (Singapore Securities Transfer) Total fees (include CDP charges)
No Change in Beneficial Owner (Between Own, Joint OR Immediate Family Member)
Client’s GSA -> PSPL sub a/c (CDP 4.2 form) S$10
Other Financial Institution -> PSPL sub a/c (Waived)
PSPL sub a/c -> client’s GSA S$20
PSPL sub a/c -> Other Financial Institution S$60
PSPL sub a/c -> PSPL sub a/c (other than Prepaid (CC) and Cash Plus Account) S$20
PSPL sub a/c -> PSPL Prepaid (CC) and Cash Plus sub a/c S$60
Change in Beneficial Owner (Off Market Transfer)
PSPL sub a/c – client’s GSA 0.25% of share valuation (min. of SS$100) +
2 x [0.015% of share valuation (min. of S$75)]
PSPL sub a/c – PSPL sub a/c
PSPL sub a/c – Other Financial Institution 0.25% of share valuation (min. of SS$100) +
[0.015% of share valuation (min. of S$75)]
Other Financial Institution – PSPL sub a/c
Change in Beneficial Owner (Between Related Company OR Company and its Shareholders/Directors/Employees)
PSPL sub a/c – client’s GSA S$50 + 2 x [0.015% of share valuation (min. of S$75)]
PSPL sub a/c – PSPL sub a/c
PSPL sub a/c – Other Financial Institution S$50 + [0.015% of share valuation (min. of S$75)]
Other Financial Institution – PSPL sub a/c

Foreign share transfer charges

Phillip Securities to External Broker SGD 53.50 per stock per transfer (inclusive of GST)

Additional charges apply to the following markets:
UK: USD 25 (Foreign broker fees, settled in SGD)
JP: JPY 1,000 for the first lot, JPY 500 for every subsequent lot, up to a maximum charge of JPY 6,000 (settled in SGD)
AU: USD 12 (Foreign broker fees, settled in SGD)
External Broker to Phillip Securities No charge by Phillip Securities Pte Ltd. Please check with your external broker for their charges.
Note:
1. For US transfer via Direct Registration System “DRS”, there will be foreign broker fee of USD 50.
2. To transfer holdings from Issuer Sponsored to Broker (CHESS) Sponsored, there will be foreign broker fees of AUD 50 (Settled in SGD) and courier fees of SGD 32.
Fees are subject to changes.
Time required to transfer shares to Phillip Securities This varies. It depends when the external broker transfers out the shares electronically. Under normal circumstances, once shares are transferred out by the external broker, it takes 2-3 days for Phillip Securities to receive the shares.

Important Notes:

  1. All fees and charges above are based on Per Counter Per Transfer basis and are subject to GST.
  2. PSPL reserves the right to impose other charges or to revise the fees and charges without prior notice.

Bond Transfer

  Fees (excl. GST)
CDP to Phillip Securities (“PSPL”) S$10.00 CDP charges
Other Financial Institutions to PSPL Waived
PSPL to CDP 0.5% on nominal value of bond
PSPL to Other Financial Institutions 0.5% on nominal value of bond
PSPL to PSPL S$20.00

Unit Trust Transfer