轻易将您的股票
德美利证券
转移至辉立!


自1975年以来备受信赖的券商

轻易将您的股票
德美利证券
转移至辉立!

自1975年以来备受信赖的券商

如何便捷地转移您的美国股票?

步骤1

请填写 德美利证券 (TD Ameritrade) 的转移表格 ,并将其通过电子邮件发送至 Funding@tdameritrade.com.sg
  1. 日期
  2. 德美利证券(TD Ameritrade) 新加坡账户号码(客户的9位数德美利证券新加坡账户号码,以220开头)
  3. 德美利证券(TD Ameritrade) 新加坡账户名称
    1. 勾选以转移所持股票(仅限整数股票,不允许零散股票),或
    2. 在提供的表格中相应地填写股票的详细信息,以便转移特定的美国股票
  4. 客户需在账户所有者的签名一栏签署
  5. 在表格顶部注明“国外转账”
  6. 在指示德美利证券(TD Ameritrade) 进行DTC转移时,请提供您的7位PSPL交易账户号码。

步骤2

请填写 辉立证券的转移表格 并将其通过电子邮件发送至 ForeignSharesTrf@phillip.com.sg
  1. PSPL交易账户号码(7位数)
  2. 账户持有人的姓名
  3. 交易方详细信息
    • 账户持有人姓名和
    • 账户号码(客户的9位数TD Ameritrade新加坡账户号码,以220开头)
  4. 签名确认(可接受电子签名)
 
 
 
 
 
 

注意:DTC转移仅用于转移全额支付的证券持仓(仅限整数股票,不允许零散股票),此类转移不支持保证金借贷、期权或期货转移。

 

为了顺利进行股票转移流程,客户应确保:

  • TD Ameritrade转移表格已经按规定填写并提交
  • 发出方(德美利证券 TD Ameritrade)和接收方(辉立证券 Phillip Securities)已经得到了有关转移请求的指示
  • 在转移之前W8BEN链接也必须准备就绪

 

此服务不适用于美国公民。

 

如有进一步疑问,请致电您的交易代表,电话号码为65311555,或发送电子邮件至 talktophillip@phillip.com.sg.

促销

在 2023 年 9 月 25 日至 12 月 29 日期间从德美利证券转入美股至辉立,即可享受现金回礼!

为何选择POEMS进行股票转移?

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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