EPF-MIS FAQs

1. What are the benefits investing via EPF?

• Potentially higher returns compared to savings and Fixed Deposits (FD)
• Diversification of retirement savings for reduced risk
• Effective alternative to long term investments

2. Which EPF account to be used for this investment?

• You can use your EPF account 1 to invest if you meet the criteria.

3. What documents I need to bring upon sign-up?

• MyKad
• Latest EPF Statement

4. Can I do additional investments?

• Yes you can, provided no withdrawal made from your EPF account for the past 3 months.

5. Can I switch between funds?

• Yes, switching is allowed between funds currently available under the EPF-MIS scheme and is restricted to the same fund house.

6. Can I include a joint-holder in my investment?

• EPF withdrawals for investment can only be made for individual investments. No joint-holder or group investments allowed.

7. Will I be able to transfer my investment to another person?

• No. You will only be able to transfer your investment once you reach the age of 55.

8. When do I get updated on my investment?

• You will receive your Investment Statement once a year 
• You will also receive and Account Statement each time there is a movement of any number of units and also for every redemption made

9. When do I receive my investment updates?

• You will receive your Investment Statement once a year and Account statement whenever there is any movement in your funds.