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?
We're excited to share that this process has been made seamless for you. You'll be able to initiate a transfer through the Endowus Mobile App by selecting "Transfers" once you're on the app. It's the large blue button at the bottom on your app.
Follow the steps after selecting "Unit Trust Transfer" and once you're ready, upload the relevant documentation and you're done. One of our client advisors will reach out to you in a few days to confirm the transfer process.