All your investment holdings will be transferred to DBS at the Effective Time. After the Transfer, you will enjoy full access to our suite of investment products and services. DBS accounts terms and conditions, fees and charges, benefits and interest rates will apply from the Effective Time.

All your holdings will be transferred to IPAs unless as of 8 September 2017: -

1. your ANZ account is under the Capital Investment Entrant Scheme (“CIES”);
2. You are an existing DBS customer with WMA and/or IPA, and you have granted power of attorney in respect of your ANZ account(s); or
3. you have the following investment holdings:
   • Stocks listed on overseas exchanges
   • Bonds
   • Products involving leveraging or financing, including Lombard Facility and Universal Life / Single Premium Whole Life Insurance Premium Financing
   • Products for Professional Investors only, e.g. non SFC-authorized mutual funds, Structured Notes
   • Janus Global Real Estate Fund

If any of the above (a), (b) or (c) applies, all your holdings (including any Mutual Funds you are holding as of 8 September 2017) will be transferred to a newly opened WMA. If you hold any of the products set out in point (c) above and also the Regular Investment Savings Plan ("RISP") with ANZ as of 8 September 2017, in addition to WMA, IPAs will also be opened for you to hold any and all of your future Mutual Funds resulting from such RISP.

For DBS Treasures customers, please click here for our Bank Charges Schedule.

For DBS Private Bank clients, please contact your Relationship Manager for more details.

After the Transfer, please note that the cost price shown on the first DBS WMA statement will be the closing market price on 8 September 2017. Should you wish to check the historical cost price, please refer to your closing statement issued by ANZ.

Your CIP at ANZ will be migrated to the risk profile according to DBS’ risk profiling methodology. Please note that your risk profiles at ANZ and DBS may not be the same.

For ANZ Signature Priority Banking customers, please refer to Important Information for details.

For ANZ Private Banking clients, please refer to Important Information for details.

Please click here for more details about product terms and features.

If you would like to continue to purchase products for professional investors (e.g. non SFC-authorised mutual funds and Structured Notes), you will be invited to sign a professional investor declaration form and your professional investor status will be valid for 1 year from the signature date of the form. After 1 year, if your total relationship balance is still more than HK$8M or equivalent in DBS, your status will be automatically renewed. Otherwise, you will be notified to provide external asset proof in order to retain your professional investor status.

For securities transactions, please contact our service hotline on +852 2290 8033. Our customer service officers will help you with your order. For other investment products, please reach out to your Relationship Manager.

Yes, your POA will apply to the newly created DBS Wealth Management Accounts (“WMA”) and investment products accounts (“IPA”) for your ANZ Investment account.

Your POA will not be applicable to any DBS WMA and/or IPA which are already held by you prior to the Transfer.

If you have previously given your consent that ANZ can provide full wealth management services to you by referring to your total portfolio, you will be deemed to consent to the use of your deposit information by DBS. If you would like to update your preference, please call DBS dedicated customer service hotline on +852 2290 8990.