EPF i-Invest Programme

Message to Investors

Invest Your EPF digitally with Principal Asset Management via FinAIMS / Amelia Hong at 0% sales charge

Invest for FREE (It used to be 3%, now is 0%). Use my consultant code 00024113, when you invest and you will get a report which guides you on investment performance and best fund to invest in.

Invest at any amount – Report is available once you accumulate your investment amount to RM10K

Invest > RM10K – Report at once a year upon request (from date of 1st Investment)

Invest > RM100K – Report at twice a year upon request (from date of 1st Investment)

Once you have invested, do notify us via email info@finaims.com or WhatsApp 011-5634 0758 by providing your details (Name as per IC, Contact Number, and Email Address) and the proof of investment.

Here is the sample report - it is more comprehensive compared to EPF i-Invest report.

Have you opened
i-Akaun & activated i-Invest?

EPF i-Invest Guideline

Step 1(a):

Log into KWSP website (https://www.kwsp.gov.my/)

Click on the "Login" button followed by the "i-Akaun (Member)" button

Step 1 (b):

Insert i-Akaun User ID & Password

If you do not have the User ID & password - Please visit to any EPF branches to register yourself as i-Akaun member and activate your ID & temporary password within 30 days at EPF KIOSK

Step 2:

Click on Investment

Click on the investment button on the top menu.

Step 3:

Click on <Transaction> to see available transaction under EPF i-Invest

*Existing investor with EPF i-Invest will be able to see the overview of Unit Trust investment

Step 4:

Click on <Buy> to proceed with the investment

*3 key functions under <Transactions>: Buy, Redeem/Switch, Charges

Step 5:

Select “Principal Asset Management Berhad”

Step 6:

Select “Fund” available under Principal Asset Management

Click on the drop down button to select "Fund".

Step 7 & 8

- Key in the investment amount

- Adding more funds by clicking “Add More Funds” tab

*The Minimum investment amount per transaction per EPF account is RM1,000
*There is no maximum amount - subjected to your eligibility due to Account 1 balance.

Step 9:

To confirm subscription, choose Principal Asset Management Bhd and click <Buy> button.

Read the terms and condition of “Buy Transaction”, tick (√) the box and click <OK>.

Step 10:

*Existing member will be directed to the Principal webpage to complete the transaction (Step 17).

*New member will be directed to the Principal webpage to create an account (Step 11).

Step 11:

Start to create an account with Principal by keying in member’s information

Fill in personal details.

Step 12:

Tick (√) the acknowledgement box and click <Accept Risk>

Click on the check box and click on "Accept Risk" Button.

Step 13:

Fill up the info required in the relevant columns and click <Confirm>

Step 14:

Create User ID, Secure Words and select Secure Image, then click <Next> to proceed

Step 15:

Create Password and fill up the necessary information, then click <Create Account>

Step 16:

Key in OTP and click <Submit>. An account is successfully created.

Step 17:

Once the account is successfully created system will route you to the log-in page

*Existing EPF i-Invest investor will view this page after Step 10.

Step 18:

Leave "Referral Details" blank and key in the campaign code under "Campaign Details" (if any). Tick (✔) box then click submit.

The fund that has been selected from EPF website will appear here

00024113

Step 19:

*Most important step!

New to EPF investing, please key in my name (Amelia Hong) and consultant code (00024113).

My existing client, please ensure my name and code is
there.

(Click here to view example)

Click submit.

Step 20:

Key in the TAC verification number which sent by EPF and click <Proceed>

Step 21:

Summary of Transaction and click <Next> to confirm

Step 22:

Submission completed –

1. Send this page via email info@finaims.com or
WhatsApp 011-5634 0758 .

2. Give us your details:
- Name as per IC
- Contact Number

- Email Address

EPF i-Invest Programme

Message to Investors

Here is the sample report - it is more comprehensive compared to EPF i-Invest report.

Have you opened
i-Akaun & activated i-Invest?

EPF i-Invest Guideline

Log into KWSP website (https://www.kwsp.gov.my/)

Insert i-Akaun User ID & Password

Click on Investment

Click on <Transaction> to see available transaction under EPF i-Invest

Click on <Buy> to proceed with the investment

Select “Principal Asset Management Berhad”

Select “Fund” available under Principal Asset Management

- Key in the investment amount

- Adding more funds by clicking “Add More Funds” tab

To confirm subscription, choose Principal Asset Management Bhd and click <Buy> button.

Read the terms and condition of “Buy Transaction”, tick (√) the box and click <OK>.

Start to create an account with Principal by keying in member’s information

Tick (√) the acknowledgement box and click <Accept Risk>

Fill up the info required in the relevant columns and click <Confirm>

Create User ID, Secure Words and select Secure Image, then click <Next> to proceed

Create Password and fill up the necessary information, then click <Create Account>

Key in OTP and click <Submit>. An account is successfully created.

Once the account is successfully created system will route you to the log-in page

Leave "Referral Details" blank and key in the campaign code under "Campaign Details" (if any). Tick (✔) box then click submit.

The fund that has been selected from EPF website will appear here

*Most important step!

New to EPF investing, please key in my name (Amelia Hong) and consultant code (00024113).

My existing client, please ensure my name and code is
there.

(Click here to view example)

Click submit.

Key in the TAC verification number which sent by EPF and click <Proceed>

Summary of Transaction and click <Next> to confirm

Submission completed –

Happy Investing and Let’s build your Financial Fortress together.

(1285663-P)

FinAIMS is an authorized distributor for Principal Asset Management Berhad
(Formerly known as CIMB-Principal Asset Management Berhad) (304078K)

EPF i-Invest Programme

Message to Investors

Here is the sample report - it is more comprehensive compared to EPF i-Invest report.

Have you opened i-Akaun & activated i-Invest?

EPF i-Invest Guideline

Log into KWSP website (https://www.kwsp.gov.my/)

Insert i-Akaun User ID & Password

Click on Investment

Click on <Transaction> to see available transaction under EPF i-Invest

Click on <Buy> to proceed with the investment

Select “Principal Asset Management Berhad”

Select “Fund” available under Principal Asset Management

- Key in the investment amount

- Adding more funds by clicking “Add More Funds” tab

To confirm subscription, choose Principal Asset Management Bhd and click <Buy> button.

Read the terms and condition of “Buy Transaction”, tick (√) the box and click <OK>.

Start to create an account with Principal by keying in member’s information

Tick (√) the acknowledgement box and click <Accept Risk>

Fill up the info required in the relevant columns and click <Confirm>

Create User ID, Secure Words and select Secure Image, then click <Next> to proceed

Create Password and fill up the necessary information, then click <Create Account>

Key in OTP and click <Submit>. An account is successfully created.

Once the account is successfully created system will route you to the log-in page

Leave "Referral Details" blank and key in the campaign code under "Campaign Details" (if any). Tick (✔) box then click submit.

The fund that has been selected from EPF website will appear here

*Most important step!

New to EPF investing, please key in my name (Amelia Hong) and consultant code (00024113). My existing client, please ensure my name and code is there. (Click here to view example) Click submit.

Key in the TAC verification number which sent by EPF and click <Proceed>

Summary of Transaction and click <Next> to confirm

Submission completed –

Happy Investing and Let’s build your Financial Fortress together.

Have you opened
i-Akaun & activated i-Invest?

New to EPF investing, please key in my name (Amelia Hong) and consultant code (00024113).

My existing client, please ensure my name and code is
there.

(Click here to view example)

Click submit.