Promotions

From 1st July to 31st December 2020, receive cash rewards up to SGD 1,500 when you transfer-in your investment funds*.

Cash Reward Qualifying Unit Trust Investments* transferred-in
SGD 1,500 SGD 1,500,000 or greater, or its foreign currency equivalent
SGD 1,000 SGD 1,000,000 to SGD 1,499,999 or its foreign currency equivalent
SGD 500 SGD 500,000 to SGD 999,999 or its foreign currency equivalent
SGD 200 SGD 200,000 to SGD 499,999 or its foreign currency equivalent

Consolidating your investments with us allows you to:

  • Access fund information, including research analysis and investment strategies
  • View all of your cash Unit Trust holdings in a consolidated statement
  • Transact and rebalance your holdings with ease
  • Invest in over 100 Unit Trusts online in 10 currencies
Contact me Speak to our Wealth Planning Managers

* DBS Bank approved Unit Trust share classes only
* Only applicable for cash held Unit Trust investments (excluding CPF and SRS trades)

Terms and Conditions

Terms and Conditions Governing DBS Promotion for Unit Trust Transfer-in (“Promotion”)

Participation in the Promotion constitutes acceptance of these Terms and Conditions.

  1. The Promotion period is from 1 July 2020 to 31 December 2020 (“Promotion Period”).
  2. The Promotion is open to all clients of DBS Bank (“Client”).
  3. To qualify for the Promotion, a Client must transfer-in a minimum of S$ 200,000 of Qualifying Funds into the Retail Investment Account during the Promotion Period.
  4. Clients who qualify for the Promotion are entitled to receive cash rewards which will be credited to the Relevant account by 31 March 2021, on the basis of the cumulative transfer-in of Qualifying Funds as per the table below
    Cash Reward Qualifying Funds to transferred-in
    S$ 200 S$ 200,000 to S$ 499,999 or its foreign currency equivalent
    S$ 500 S$ 500,000 to S$ 999,999 or its foreign currency equivalent
    S$ 1,000 S$ 1,000,000 to S$ 1,499,999 or its foreign currency equivalent
    S$ 1,500 S$ 1,500,000 or greater, or its foreign currency equivalent
  5. Each eligible Client is entitled to only one (1) Reward capped at S$ 1,500 in cash credit at any time regardless of the amount of Qualifying Funds that is transferred into DBS (so long as such transfer meets the minimum amount stated in clause 3). In the case of joint account holders, only one (1) Reward will be awarded.
  6. The cash reward will be in SGD and not in the currency of Fund transferred-in.
  7. Client must maintain an active account with DBS for receiving the cash reward.
    1. If client is from DBS or POSB then an active savings account with DBS will be required to credit the cash reward.
  8. The Funds holding transferred-in must be Cash held Fund. Funds held with CPF/ SRS monies is not eligible for the promotion.
  9. Exchange Traded Funds are not a part of the Promotion.
  10. Qualifying Fund is defined as DBS Bank approved share classes of a Fund for the specific client Segment. Non-qualifying share classes of a Fund is not eligible for the Promotion.
  11. Funds must be transferred-in from outside DBS Bank. Any transfer within the same or different accounts inside DBS Bank are not eligible for the Promotion.
  12. If the transferred-in Qualifying Funds is not maintained in the Retail Investment Account with DBS for a minimum holding period of two (2) months from the date on which the fund is transferred-in and DBS has awarded the rewards to the eligible Client, DBS shall be entitled to recover the amount of the rewards by debiting such sum from any other account that the eligible Client maintains with DBS.
  13. DBS shall not be liable in any way to any party for any loss or damage or expenses arising in connection with the Promotion, howsoever arising, including without limitation, from any late or non-notification, any error in computing chances, any technical, hardware or software breakdown, malfunction or defects, failed, delayed or incorrect transactions, lost or unavailable network connections or any notice that is lost or misdirected.
  14. These Terms and Conditions shall be read in conjunction with the Terms and Conditions governing the Relevant Account, the Terms and Conditions Governing Electronic Services and the DBS Privacy Policy, which are available on DBS’ website at www.dbs.com.sg. In the event of any inconsistency, these Terms and Conditions shall prevail insofar as they apply to the Promotion.
  15. DBS will have the final decision on all matters regarding the Promotions.
  16. DBS may change these terms or suspend/terminate any of the Promotions without giving notice.
  17. The Customers consent to DBS’ collection and use of the Customer’s personal data and the use and disclosure of the Customer’s personal data by/to third parties for the purpose of the promotions. The Customers agree to the terms of the DBS Privacy Policy, a copy which can be found at www.dbs.com/privacy.

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