- The transfer-in promotion applies to selected unit trust funds. Please see attached for a list of excluded funds. Transferred holdings that are included in the excluded funds list will not be eligible for the promotion.
*In the event your clients want to qualify for the promotion and are transferring excluded funds into the Advisory Account for Wrap Advisory, please write to Investment Solutions for exceptional approval* - To qualify for the promotional incentive, clients may not switch out their transferred in funds for any funds in the excluded finds list within the three-month period.
For the full list of Terms and Conditions, please view the promotion here: https://unittrust.poems.com.sg/transfer-in-promotion/
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