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Under the Regular Savings Plan (RSP), a fixed amount of investment will be debited from your bank account on the 25th working day of each month as instructed by you for a specific period of time.

You are required to have the minimum initial investment sum (either S$500 or S$1,000 depending on the fund) for the fund in order to participate in the RSP scheme. Participation in the RSP scheme must meet the minimum requirement of S$100 for 6 consecutive months or S$500 for 2 consecutive quarters.

Apply RSP together with a Fund Purchase

(Applicable to Registered Users only)

You can apply for RSP at the same time when you make purchase for a fund. The procedures are described under the "Getting Started" > "Buy & Sell" > "Buy Unit Trust" section for Registered Users.

One additional step is the sending of IBG Form for your RSP application. At the end of the purchase procedures at the Application Completed screen, there is a link for you to download the IBG Form. You have to fill up the IBG Form and send to us at:

Unit Trust Registry
156 Cecil Street #08-03
Far Eastern Bank Building
Singapore 069544

Apply RSP for an Existing Fund

(Applicable to Registered Users only)

You can apply RSP for an existing fund that you already hold. The step-by-step procedures are as follows:

1.	At UOBAM Homepage, click the "UOBAM Login" button.
2.	Login as a "Registered User".
3.	Enter your Username and Password.
4.	Upon successful login, you will see a list of online services on the left-hand panel. Please select “UOBAM Unit Trust” to see your unit trust holdings online.
5.	Click the "RSP" button under the "RSP Column" of the fund you want to apply RSP.
6.	At the RSP Request screen, you may download the "Fund Prospectus" and the Fund "Fact Sheet".
7.	Click the "Discount" button to see the existing discount structure for RSP of the Fund.
8.	Enter the RSP dollar amount and the frequency.
9.	Download the "Terms and Conditions". It is important that you read and understand these terms and conditions that govern the online transactions.
10.	Click "Submit" to submit your RSP request. (Note: If you wish to cancel your purchase at this stage, click the "Cancel" button.)
11.	Select the discount or gift for the Fund RSP application in the Entitled Discount screen.
12.	The next screen shows the RSP List. You may proceed to apply another RSP by clicking "Another RSP". You can apply up to 3 RSPs in one session. You just have to repeat step 6 to 11. After making all your RSP requests, at the RSP List screen, click the "Submit" button to proceed.
13.	At the Confirmation screen, check your RSP details and your particulars. You may edit your RSP and particulars by clicking the respective buttons. When editing your particulars at the Personal Particulars screen, you can update your Contact Numbers and Notification Method.
14.	Once your RSP details and your particulars are correct, click the "Confirm" button.
15.	At the Application Completed screen, there is a link for you to download the IBG Form. You have to fill up the IBG Form and send to us at the above-mentioned address. Please note the Reference Number assigned to your RSP transaction, as you would be requested to quote it when making future enquiries on your transaction.

Important Notes:
You are assigned a unique Reference Number when your online RSP transaction is successfully completed. Please quote this Reference Number when you make any enquiries on the transaction with us. If you do not receive this Reference Number, you would need to repeat your transaction.

RSP processing takes about 4 to 6 weeks as your IBG Form needs to be approved by your Bank. We will inform you once we get approval from your Bank for the IBG arrangement and we will advise you when the RSP will start. For every successful deduction of RSP amount from your designated Bank account, we will send you a confirmation email as well as hard copy of the confirmation letter.

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