EPF members can now purchase up to eight unit trust funds from a maximum of five Fund Management Institutions (FMIs) in a single purchase transaction through the i-Invest self-service online investment facility!
What is i-Invest?
- EPF’s i-Invest facility launched in August 2019
- a digitally powered platform that provides greater flexibility, functionality, and convenience for members to invest, transact, and monitor their unit trust investments anytime and anywhere
- Members are able to:
- compare different unit trust funds offered by FMIs
- obtain a consolidated view of their investment holdings and information on cost of investment, historical fund
performance - required statutory information
- self-service facility empowers members to take charge of their financial future
- ensures governance guidelines within i-Invest are complied with stringently by participating bodies
The Enhancements
- Using the i-Invest self-service online investment facility
- Members can:
- purchase up to eight unit trust funds from a maximum of five Fund Management Institutions (FMIs) in a single purchase transaction
- better access and efficiency when investing through the facility
**Transactions can only be conducted through appointed IUTAs that offer funds from various FMIs
- i-Invest users required to perform an investment suitability assessment before conducting any transaction
- The assessment will:
- profile members’ risk tolerances
- enabling them to make informed investment choices suited to their investment risk appetites
