FAQ on EPF i-Invest
Frequently Asked Questions (FAQ)
- What is EPF i-Invest?
EPF i-Invest is Employees Provident Fund (EPF)’s self-service online transaction platform which allows eligible EPF members with EPF i-Akaun to invest in EPF-qualified unit trust funds with their savings from EPF Account 1.
- What are the benefits of investing via EPF i-Invest?
a) Convenient
Enjoy the flexibility to invest anytime and anywhere, at your fingertips with no physical forms required.
b) No cash investments
No cash required. Invest using your EPF savings.
c) Diversify your retirement investments
Diversify your retirement portfolio with your EPF savings through exposures to local and international funds.
d) Low front-end charge
Utilize the self-service online transaction platform with lower front-end charges.
- What are the criteria to invest through this i-Invest platform?
• EPF members with EPF i-Akaun are eligible to invest via the EPF i-Invest platform.
• Members who are below 55 years of age may invest up to 30% of the amount over and above their Basic Savings in EPF Account 1.
• Members who are 55 years of age and above may still invest, subject to maintaining a minimum of RM1,000 in their EPF Akaun 55 or Akaun Emas.
- What is the required Basic Savings in EPF Account 1?
Please refer to the table below to determine the required Basic Savings in EPF Account 1 according to your age.
- What is the minimum investment amount?
The minimum initial investment amount is RM1,000.
- What are the steps to invest in AmInvest funds using i-Invest?
Step 1 : Login to EPF i-Akaun.
Step 2 : Select “i-Invest” tab (on the top menu bar).
Step 3 : On Account Holding page, proceed to “Click here to start investing now” or go to “Transactions” on the main menu and select “Buy”.
Step 4 : Select “AmFunds Management Bhd” on “Please Select FMI”.
Step 5 : Select your preferred AmInvest fund on “Please Select Fund”.
Step 6 : Enter the investment amount desired and click “Proceed To Checkout”.
Step 7 : Select AmInvest under “Choose a FMI/IUTA” and click “Buy”.
Step 8 : Tick the checkbox on the declaration page and click “OK”.
Step 9 : You will be redirected to AmInvest i-Invest platform.
Step 10 : Complete the account opening process and click “Submit”.
Step 11 : Tick the checkbox on Declaration page and select “Confirm”.
Step 12 : Enter the TAC Verification on Member Authorization page and select “Proceed” to confirm purchase.
Step 13 : Select “Next” to complete the transaction on the Summary page and a notification of successful application will be shown.
Step 14 : Download, save or print your transaction receipt.
- Which are the AmInvest’s EPF-qualified unit trust funds?
Please click here to refer to the list of our funds. For more information on the funds’ fees and charges, cooling-off period and cooling-off right, please refer to the Prospectuses.
For further enquiries, please contact us at +603-2032 2888 or drop us an email at enquiries@aminvest.com.
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)] and AmIslamic Funds Management Sdn Bhd [200801029135 (830464-T)](“AmInvest”). This advertisement material should not be construed as an offer or solicitation for the purchase or sale of any units in AmInvest’s 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 Prospectus/Disclosure Document/Information Memorandum, including any supplementary made thereof from time to time (“Prospectuses/Disclosure Documents/Information Memorandums”) and its Product Highlights Sheet (“PHS”), obtainable at www.aminvest.com, before making an investment decision. The Prospectuses/Disclosure Documents/Information Memorandums and PHS have been registered/lodged 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. Past performance is not an indication of its future performance. Please refer to the Prospectuses/Disclosure Documents/Information Memorandums 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. While our Shariah-compliant fund(s) have been structured to conform to Shariah principles, investors should seek their own independent Shariah advice prior to investing in any of our Shariah-compliant fund(s). 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.
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