Transfer holdings | dollarDEX
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Transfer holdings

Consolidate in one place by transfering existing holdings of unit trusts (bought with cash, CPF or SRS) from your bank or distributor to dollarDEX. Transfers of CPFIS-OA units will be especially attractive, since you will benefit from lower ongoing costs. See also our Transfer FAQ.

Why transfer? Consolidate your holdings, and help yourself qualify as a Private Client.

Transfers usually take around 4 weeks for holdings bought using CPF/SRS and 6-8 weeks for those bought using cash. IMPORTANT: For CPF transfers ensure you have already met the prevailing CPF account minimums else the transfer may fail (and your invested CPF money may revert to CPF account). You will get an email to confirm the units transferred.

Where did you buy your funds?