Enhancements to EPF’s i-Invest

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

Read more: https://www.kwsp.gov.my/-/enhancements-to-epf-s-i-invest-allow-members-easy-access-to-more-fund-options

Like / follow our Facebook Page / LinkedIn for any statutory / HR updates. 

Facebook: https://www.facebook.com/MYwaveMalaysia/    or    https://www.facebook.com/emplx/

LinkedIn: Company: MYwave Sdn Bhd