Transfer Instructions

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Transfer Instructions
Recipient Name: Asia Wealth Platform Pte Ltd
Bank Name: DBS Bank Ltd
Account Number: 0039460830
Initials/Message/Description: Enter your unique reference code
Bank Code: 7171
Branch Code: 003
SWIFT Code/BIC: DBSSSGSG
Bank Address: DBS Asia Central, MBFC Tower 3, 12 Marina
Boulevard

Important: Enter the reference number we provided you in your StashAway account
into the ‘Initials/Message/Description’ textbox. You can access the reference number
at any time by simply logging back into your StashAway account:
https://app.stashaway.com

Please select your preferred bank or overseas payment for

transfer instructions.

Singapore Banks

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Overseas Payment Methods

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‘What is Asia Wealth Platform Pte Ltd?’
you ask?

Good question. Asia Wealth Platform is the legal entity of StashAway,

which means that’s where you send your money. StashAway is our brand
name. We think it’s a little catchier.

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One-time Deposit | Recurring Deposits

Transfer a one-time deposit

Step 1 Log in to your DBS or POSB digibank account.

Click on ‘Transfers’, then under the subsequent menu, select ‘To

Step 2 Other DBS or POSB Account (One-Time)’. If the one-time payment
or the monthly recurring payment is greater than your daily
transfer limit, you can select to increase your daily transfer limit at
‘Change Local Transfer Limit’.

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One-time Deposit | Recurring Deposits

Enter the 6-digit iB Secure PIN sent to your iB Secure Device or to

Step 3 your mobile phone via SMS.

Step 4 Enter StashAway’s (Asia Wealth Platform) details found on the

confirmation page in your StashAway account, and select the
amount you want to transfer.

Important: Enter the reference number we provided you in your StashAway account
into the ‘My Initials’ textbox. You can access the reference number at any time by simply
logging back into your StashAway account: https://app.stashaway.com

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One-time Deposit | Recurring Deposits

Step 5 Follow the instructions on the Transaction Signing PIN (TSP) page to
complete your two-factor authentication with your token.

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One-time Deposit | Recurring Deposits

Set-up recurring deposits

Step 1 Log in to your DBS or POSB digibank account.

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One-time Deposit | Recurring Deposits

Click on ‘Transfers’, and under the next menu, select ‘To Other DBS or
Step 2 POSB Account’.

Step 3 In the case you haven’t added Asia Wealth Platform as a recipient,
follow these instructions. Otherwise jump to Step 3. On the right
side, you can see the ‘More Options’ menu. There, select the first
menu point, ‘Add New DBS or POSB Recipient’. In the case the initial
payment or the monthly recurring payments to reach your goal
are greater than your daily transfer limit, you can also select to
increase your daily transfer limit here: ‘Change Local Transfer Limit’.

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One-time Deposit | Recurring Deposits

Step 4 Add Asia Wealth Platform’s account information (on cover page), and
select the account from which you want to transfer.

Important: Enter the reference number we provided you in your StashAway account
into the ‘My Initials’ textbox. You can access the reference number at any time by
simply logging back into your StashAway account: https://app.stashaway.com

Step 5 Verify the details by entering your iB Secure PIN.

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One-time Deposit | Recurring Deposits

Step 6 Click on ‘Transfers’ on the menu tab and select the last menu point,
‘More Transfer Services’.

Step 7 On the right side under ‘Other Services’, click ‘Set Up Standing
Instruction’.

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One-time Deposit | Recurring Deposits

Step 8 Fill in the required information to set up the standing transfer.

Does it matter when the deposit is scheduled each month?

Nope! You can set up your monthly deposits for whichever day is best
for you.

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One-time Deposit | Recurring Deposits

Set-up one-time or recurring deposits

Step 1 Log in to your OCBC Online Banking account.

Step 2 Click on ‘Payments & transfers’, and under the subsequent menu
select ‘Transfer funds’.

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One-time Deposit | Recurring Deposits

Step 3 Enter the One-Time Password (OTP) sent to your phone or received
via your physical token.

Step 4 In the first step, select to make a transfer ‘To another bank
account in Singapore’. If you haven’t added StashAway (Asia Wealth
Platform) as a recipient yet, scroll down to the bottom of the page
and click ‘Add Account’. Otherwise, select Asia Wealth Platform
from your recipient list and jump to Step 7.

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One-time Deposit | Recurring Deposits

Step 5 Select DBS Bank Ltd. from the drop-down menu and put in Asia
Wealth Platform’s account information found on the confirmation
page in your StashAway account in the required fields, also found
on the cover page of these instructions.

Important: Enter the reference number we provided you in your StashAway account into
the ‘Your Initials’ textbox. You can access the reference number at any time by simply
logging back into your StashAway account: https://app.stashaway.com

Pro Tip: Enter the reference number

we gave you into the ‘Description
(optional)’ field. This way, you can
access the reference number at any
time by simply logging back into your
bank account.

Step 6 Confirm the details, and authorise the transaction by entering the
6-digit code sent to your physical token or mobile phone.

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One-time Deposit | Recurring Deposits

Step 7 Select Asia Wealth Platform from your recipient list, and enter the
required information. Under ‘When to transfer?’, you can select
whether this is a one-time transfer or a recurring payment. Also,
make sure to transfer via FAST, so we can invest your money sooner.

Does it matter when the deposit is scheduled each month?

Nope! You can set up your monthly deposits for whichever day is best for you.

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One-time Deposit | Recurring Deposits

Transfer a one-time deposit

Step 1 Log in to your Citibank Online account.

Enter the One-time Password (OTP) sent to your phone or received

Step 2 via your physical token.

Click on ‘Payments & Transfers’ on the menu bar at the top of the
Step 3
page. On the next screen, select ‘Manage Payee List’ on the menu
tab at the left, and click ‘Add Payee’.

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One-time Deposit | Recurring Deposits

Step 4 Enter StashAway’s (Asia Wealth Platform) information in the

required fields found on the confirmation page in your StashAway
account, and confirm adding Asia Wealth Platform as a new payee.

Pro Tip: Enter the reference number that we provided you in

“Additional Notes” so that you can easily access it for future
transfers.

Step 5 On the menu tab at the left select ‘Make a Payment & Transfer’.

Step 6 Select Asia Wealth Platform as the recipient account, and fill out
the required fields.

Important: Enter your reference number we provided you in your StashAway account
into the ‘Message’ textbox. You can access the reference number at any time by simply
logging back into your StashAway account: https://app.stashaway.com. Also, make sure
to indicate that it is a FAST Transfer so that we can invest your money sooner.

Step 7 Confirm the transfer.

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One-time Deposit | Recurring Deposits

Set-up recurring deposits

To Set Up a Recurring Deposit:

Follow all instructions through Step 5 in One-time deposit.
Now, instead of selecting, ‘Transfer via FAST’, select ‘Set schedule.’ Then,
choose when you would like to make the payment.

Does it matter when the deposit is scheduled each month?

Nope! You can set up your monthly deposits for whichever day is best for you.

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One-time Deposit | Recurring Deposits

Set-up one-time or recurring deposits

Step 1 Log in to your HSBC internet banking account.

Step 2 Enter your password as well as the 6-digit Security Code sent to
your physical token.

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One-time Deposit | Recurring Deposits

Step 3 In the menu on the right, select ‘Transfers / Buy and Sell FX’.

Step 4 Select the amount you want to transfer from and indicate that this
is a transfer to another bank in Singapore in drop-down menu.

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One-time Deposit | Recurring Deposits

Step 5 Enter StashAway’s (Asia Wealth Platform) account information

(found on the confirmation page in your StashAway account, as
well as on the cover page of this document).

Important: Enter the reference number we gave you into the ‘Details for beneficiary‘ text
box. Also, make sure to indicate that it is a FAST transfer. https://app.stashaway.com

Step 6 Confirm your transfer.

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One-time Deposit | Recurring Deposits

Transfer a one-time deposit

Step 1 Log in to Standard Chartered online banking account.

Step 2 In ‘Menu,’ select ‘Transfers’ and then click on ‘Local Transfers’.

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One-time Deposit | Recurring Deposits

Step 3 Enter the 6-digit One-Time Password sent to your mobile phone.

Step 4 Click ‘Add new payee’ in the top right corner, and enter StashAway’s
(Asia Wealth Platform) account information (found on the
confirmation page in your StashAway account, as well as on the
cover page of this document) on the next page.

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One-time Deposit | Recurring Deposits

Step 5 Confirm adding StashAway as a payee.

Step 6 Follow the instructions on the Transaction Signing PIN (TSP) page.

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One-time Deposit | Recurring Deposits

Step 7 Go back to ‘Local Transfers’ and click ‘Transfer IBFT’ next to

StashAway’s contact.

Step 8 Fill out the required fields and indicate that this is a FAST Transfer.
This way we can invest your money faster. In case this is a recurring
transfer for your monthly payments, please tick the according box.

Important: Enter the reference number we gave you into the ‘Description‘ textbox. This
way, you can access the reference number at any time by simply logging back into your
StashAway account: https://app.stashaway.com

Does it matter when the deposit is scheduled each month?

Nope! You can set up your monthly deposits for whichever day is
best for you.

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One-time Deposit | Recurring Deposits

Set-up one-time or recurring deposits

Step 1 Log in to your UOB Internet Banking Account.

Step 2 If your initial payment or the monthly recurring payment is

greater than your daily transfer limit, please continue to the next
instructions to increase your daily transfer limit. Otherwise, you can
skip to Step 5.

Step 3 Click on your profile on top of the menu bar on the left side and
select ‘Transaction Limit’.

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One-time Deposit | Recurring Deposits

Step 4 On the next page, increase the transfer limit for ‘Funds Transfer To
Other Bank’s A/C’. You can increase the amount to up to $20,000
SGD. If you need more than this, you will have to contact UOB, or
make multiple deposits on separate days.

Select ‘Pay and Transfer’ in the menu, and under the subsequent
Step 5 menu, select ‘Transfer Funds’. In the top right corner click on the
+ symbol to add a new payee.

click on the
+ symbol
to add a
new payee.

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One-time Deposit | Recurring Deposits

Step 6 Put in StashAway’s (Asia Wealth Platform) details found on the

confirmation page in your StashAway account, and confirm the
payee details by entering the 6-digit One-time Password displayed
on your SecurePlus token.

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One-time Deposit | Recurring Deposits

Step 7 After successfully adding StashAway as a new payee, click ‘Transfer

Funds’ to start the transfer process. Fill out the required fields, and
if this is for your monthly payments, select the ‘Recurring’ box.

Important: Enter the reference number we gave you into the ‘My Initials’ textbox. Also,
make sure to indicate that it is a FAST Transfer. https://app.stashaway.com

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One-time Deposit | Recurring Deposits

Step 8 Confirm your payee details.

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One-time Deposit | Recurring Deposits

Set-up one-time or recurring deposits

Step 1 Log in to your Bank of China online banking account.

Step 2 In the menu on the right, select ‘Transfer & Remittance’ and then
click on ‘Payee Management’.

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One-time Deposit | Recurring Deposits

Step 3 Click ‘New Payee’ under ‘Frequent Payees for Domestic Transfer’.

Step 4 Select DBS Bank Ltd. as beneficiary bank from the dropdown menu
and enter StashAway’s (Asia Wealth Platform) account information
(found on the confirmation page in your StashAway account, as
well as on the cover page of this document).

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One-time Deposit | Recurring Deposits

In the menu on the right, select ‘Transfer & Remittance’ and then
Step 5 click on ‘Transfer & Remittance’. On the next page, indicate the
account you want to transfer from and select Asia Wealth Platform
as a recipient.

Step 6 Select FAST as the transfer method and put in the desired
transfer amount.

Important: Enter the reference number we gave you into the ‘Description’ text box.
Also, make sure to indicate that it is a FAST Transfer. https://app.stashaway.com

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One-time Deposit | Recurring Deposits

Step 7 Confirm the transfer.

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 Step 1 Log in to your TransferWise account or sign up and create a new
account.

Step 2 Indicate the amount you want to transfer to StashAway.

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 Step 3 Indicate that you are transferring from your personal bank account.

Step 4 Skip this step if you already have an account. Otherwise, fill in your
personal details into the required fields.

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 Step 5 Indicate that you are sending money to a business.

Step 6 Fill in StashAway’s (Asia Wealth Platform) account information

found on the confirmation page in your StashAway account. This
information can also be found on the cover page of this document.

Important: Please put in [email protected] in the e-mail address field. Our

bank code is 7171 and our branch code 003. https://app.stashaway.com

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 Step 7

Important: Enter the reference number we gave you on your StashAway account into
the ‘Reference‘ text box. https://app.stashaway.com

Step 8 Choose your preferred payment method and confirm the transfer.

Does it matter when the deposit is scheduled each month?

Nope! You can set up your monthly deposits for whichever day is best for you.

Important: Enter the reference number we gave you on your StashAway account into
the ‘Reference‘ text box. https://app.stashaway.com

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