Transfer-in is a process of consolidating your fund holdings from another distributor and/or financial institution on FSMOne. The process is completely free of charge.

Kindly follow the instructions here.

For internal transfer, it is expected to be completed within 7 business days. The fund holdings shall be reflected in your investment account thereafter.

For external transfer, it is expected to be completed within 2 months.

Kindly ensure that you have submitted a complete set of documents.

No. You are not allowed to perform switches or redemptions on the involved holdings before the completion of the transfer-in process.

You are advised to terminate your existing monthly savings plan with the previous distributor to avoid having any residual holdings.

Once your transfer-in process is completed, you may apply a new Regular Savings Plan (RSP).

Yes, you can transfer out your fund(s) to another platform by reaching out your new platform on the transfer process. We shall process accordingly upon receive the instruction from your new platform.

Generally, the transfer out will take approximately 1-2 months to process. Please note that no transaction will allows during the transfer progress.