EPF i-Invest FAQ

Growing Your Investments in a Changing World
EPF i-Invest FAQ

AmInvest is an EPF appointed unit trust fund provider. You can now invest directly in AmInvest’s EPF approved funds using EPF i-Invest.

Frequently Asked Questions (FAQ)

  1. What is EPF i-Invest?
    i-Invest is EPF’s online electronic platform which allows EPF i-Akaun investors to invest directly into unit trust funds with their EPF saving.

  2. What are the benefits of investing via EPF i-Invest?
    a) Optimising EPF savings potential by diversifying into local and international funds
    b) Low front end charge
    c) Multiple transactions allowed anytime
    d) No physical forms required

  3. What are the criteria to invest through this i-Invest platform
    • AmInvest funds are available to all eligible EPF i-Akaun individuals online. You can withdraw and invest up to 30% of the amount over and above the B​asic Savings in Account 1, for members up to 55 years of age.
    • For members who are 55 years old and above, you may still invest provided you have savings in your EPF Akaun 55 (Akaun Emas).

  4. What is the minimum amount I can invest?
    RM1,000 is the minimum amount to invest.

  5. What are the steps to invest in AmInvest funds using i-Invest?
    Step 1 : You need to log into EPF i-Akaun.
    Step 2 : Select “Investment” tab (on the top menu bar).
    Step 3 : Go to ‘Buy’ screen and key in amount , then select either Phillip Mutual or iFast (AmInvest’s digital distributor) and log in.
    Step 4 : Select your preferred AmInvest fund.
    Step 5 : Confirm your transaction.

  6. What are AmInvest’s list of approved funds by EPF?
    Based on the list of unit trust funds qualified under EPF MIS, subject to annual review by EPF for the period of year 2022/2023, effective 1 April 2022 (available at www.kwsp.gov.my), please​ click here to refer to the list of our funds. For more information on the above funds’ fees and charges, cooling-off period and cooling-off right, please refer to Prospectuses.

For further information, please click here for access to EPF website.

Disclaimer: This advertisement material is prepared for information purposes only and may not be published, circulated, reproduced or distributed in whole or part, whether directly or indirectly, to any person without the prior written consent of AmFunds Management Berhad [198601005272 (154432-A)] (“AmInvest”). This advertisement material should not be construed as an offer or solicitation for the purchase or sale of any units in AmInvest’s unit trust fund(s). Investors shall be solely responsible for using and relying on any contents in this advertisement material. AmInvest and its employees shall not be held liable to the investors for any damage, direct, indirect or consequential losses (including loss of profit), claims, actions, demands, liabilities suffered by the investors or proceedings and judgments brought or established against the investors, and costs, charges and expenses incurred by the investors or for any investment decision that the investors have made as a result of relying on the content or information in this advertisement material. Investors are advised to read and understand the contents of the Master Prospectus dated 10 September 2017, including any supplementary made thereof from time to time (“Prospectus(es)”) and its Product Highlights Sheet (“PHS”), obtainable at www.aminvest.com, before making an investment decision. The Prospectus(es) and PHS have been registered with the Securities Commission Malaysia, who takes no responsibility for its contents. The Securities Commission Malaysia has not reviewed this advertisement material. Investors may wish to seek advice from a professional advisor before making an investment. The Fund’s units will only be issued upon receipt of the complete application form accompanying the Prospectus(es)/ Disclosure Document(s)/ Information Memorandum(s). Past performance of the Fund is not an indication of its future performance. The fund’s unit prices and income distribution payable, if any, may rise or fall. Where a unit split/distribution is declared, investors are advised that following the issue of additional units/distribution, the Net Asset Value (“NAV”) per unit will be reduced from pre-unit split NAV/cum-distribution NAV to post-unit split NAV/ex-distribution NAV. Please be advised that where a unit split is declared, the value of investor’s investment in Malaysian Ringgit will remain unchanged after the distribution of the additional units. Please refer to the Prospectus(es) for detailed information on the specific risks of the fund(s). Investors are advised to consider these risks and other general risk elaborated, as well as the fees, charges and expenses involved. This advertisement material may be translated into languages other than English. In the event of any dispute or ambiguity arising out of such translated versions of this advertisement material, the English version shall prevail. AmInvest’s Privacy Notice can be accessed via aminvest.com.