EPF i-Invest Programme
Message to Investors
Invest Your EPF digitally with Principal Asset Management via FinAIMS / KC
at 0% sales charge
Invest at any amount – Report every year (from date of 1st 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 (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
Click on Investment
Click on the investment button on the top menu.
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
Click on <Buy> to proceed with the investment
*3 key functions under <Transactions>: Buy, Redeem/Switch, Charges
Select “Principal Asset Management Berhad”
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.
To confirm subscription, click <Buy> under Principal Asset Management Bhd
Read the terms and condition of “Buy Transaction”, tick (√) the box and click <OK>.
*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).
Start to create an account with Principal by keying in member’s information
Fill in personal details.
Tick (√) the acknowledgement box and click <Accept Risk>
Click on the check box and click on "Accept Risk" Button.
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
*Existing EPF i-Invest investor will view this page after Step 10.
Key in campaign code "Invest&earn".
Tick (✔) box then click submit.
*Do only key in the campaign code if your investment amount is RM25,000 and above.
**The fund that has selected from EPF website will appear here.
***Campaign Period: 21 September - 20 December 2021
(Click here for Campaign Info)
The fund that has been selected from EPF website will appear here
*Most important step!
New to EPF investing, please key in my name (Lim Kay Chye) and consultant code (00033711).
My existing client, please ensure my name and code is there.
Key in the TAC verification number which sent by EPF and click <Proceed>
Summary of Transaction and click <Next> to confirm
Submission completed –
- Email Address