How do I transfer unit trust investments over to my Endowus account?

What are unit trust transfers?

We have recently launched a new feature to transfer your mutual fund holdings from your existing holdings onto the Endowus Fund Smart platform! Transfers made through this process are free of charge, and as there is no buying and selling of funds, you can maintain the amount of time you have had in the market. You may also save hundreds to thousands of dollars, capitalising on our 100% Cashback on trailer fees.

What do I need in order to start the transfer? 

1. An active Endowus account. If you would like to open and Endowus account, you can start here. 
2. Once you’ve an Endowus account, just fill in this request form or send your current statements to support@endowus.com 
3. One of our client advisors will reach out to you as soon as they are able to to confirm the details of your request. 
4. Once you review and acknowledge the Endowus transfer-in form, we will initiate the transfer with UOB Kay Hian on your behalf. 
5. Lastly, instruct your current broker directly via email to initiate the transfer and you’re all set!