Frequently Asked Questions

20th of the month. Every RSP setup before 20th will start on the same month. Those RSP setup after 20th will only start by the following month.

Do refer to the guideline in our drive. (Access link: https://drive.google.com/file/d/1D-qeSia0eZtNvV6njow2t0-Q0qvMze78/view?usp=sharing)

Do refer our Master Fund List in drive. (Access link: https://drive.google.com/file/d/1vvNdE42WGqZqwIXWArA9lVEL2-qmKwZc/view?usp=sharing)

Do refer our FFS folder in drive. (Access link: https://drive.google.com/drive/folders/1ge_k7EXzaCRLtcCd4IM5lKxcRnWLNKMV?usp=sharing)

Do refer to the checklist in drive. (Access link: https://docs.google.com/spreadsheets/d/1G8ufazZNCW8D-ecw8m3iAj1ba6aW6uGC/edit?usp=sharing&ouid=110541544281416818106&rtpof=true&sd=true)

UT: https://drive.google.com/drive/folders/1kwoSBuI5er29RfTLAZjHitWmS6cPD75n?usp=sharing PRS: https://drive.google.com/drive/folders/16zK68H79qVX505F5HwdeTt5hOF5WWODe?usp=sharing

Yes, you can. Do email the scan copy to service@pricipal.com.my *Note: Click HERE for the Change of Contact Details Form.

Yes, you can. It is allowed to have maximum 3 switching transactions per form.

First, submit the Change of Contact Details Form and check in AssistPro after 2-3 working days to confirm the changes are updated. Second, proceed to do the rest of the submissions as usual.

UT: ut.transactions@principal.com.my PRS: virtualsales@principal.com.my *Note: Submission before 12pm will do the verification call on the same day 2pm. If not, the verification call will only be made by the following day 2pm.

Yes, do request to Sharon.

Monday to Friday: 8.00am to 7.30pm Sunday & Public Holiday: 8.00am to 6.00pm

Yes, it will reflect in AssistPro within 2-5 working days but it will not reflect in PDA.

Steps: 1. Go to Homepage: https://www.ppa.my/ 2. Click the "Online Enrolment" blue icon on the top right homepage 3. Fill in the required details - name as per IC, phone no & email address 4. Will receive an email from PPA ask to verify your email address 5. Once email is verified, will request you to upload your IC copy (MUST in JPEG format) 6. Will direct you to PPA website to choose fund(s) under new fund provider (e.g., Public Mutual) 7. After choosing fund(s), will need to do a payment, with minimum amount RM100. Maximum amount is RM3000, choose the amount that you want to pay. *Note: The amount paid will only credit into your new account once the account is approved. It takes up to 7 working days to approve the application.

First time contribution must use the person back account to do the payment, then the following transactions can use spouse's bank account to do transaction coz consider as top-up. For example, wife opens a PRS account and the first amount of money that goes into wife PRS account must come from wife bank account. Then, the following transactions (if any) can be from spouse bank account.

No 3rd party payment is allowed.

Payment via joint account is not allowed.

Do submit the Joint Account Opening Form with 3 pages (All in One).