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HOLDINGS DETAILS
Payment Method
Name of Security (in full) Quantity
(Cheque, CPFOA, SA, SRS)
1. By default, the weighted average cost from transfer-out account will be reflected in the transfer-in account.
2. Upon transfer of all units, EXISTING RSP will be TERMINATED (if applicable). Please submit new RSP & Giro forms.
3. All information provided will assist us in the process of transfer. Any inaccurate information provided may result in delaying the transfer process.
4. Unit trust dividend reinvestment units credited into the ‘Transfer from’ account after a full transfer will automatically be sold, with proceeds credited
into the Cash Account/client’s CPF investment account/CPF Ordinary Account/CPF Special Account/SRS account (whichever is applicable).
Transferor(s) Details as in account with FSMOne (OUT) / iFAST FINANCIAL PTE LTD (OUT) *
*Account Type: (Personal/Beneficiary-FSM only or Joint) Account Number:
Signature of Main Applicant: Signature of Beneficiary/Joint Applicant (if applicable):
Name: Name:
NRIC/Passport No.: NRIC/Passport No.:
Date: Date:
Name: Name:
NRIC/Passport No.: NRIC/Passport No.:
Date: Date:
*Please delete where appropriate
NOTE:
1. This form is applicable for CPF/SRS and Cash holdings transfer between FSMOne account(s) OR from IFAST Financial account(s) to FSMOne account(s).
2. The original copy of this form must be received before the request can be processed.
3. A copy of the Statement of holdings to be submitted together with this transfer form.
4. Please sign and mail to iFAST Financial Pte Ltd, 10 Collyer Quay #26-01 Ocean Financial Centre Building Singapore 049315