Glass Buildings

EPF i-Invest Programme

Message to Investors

Invest Your EPF digitally with Principal Asset Management via FinAIMS / Lee Chin at 0% sales charge and enjoy portfolio management by Lee Chin.

 

Invest for FREE (It used to be 3%, now is 0%). Use my consultant code 00027293, when you invest to allow me to monitor your investment performance and recommend suitable solutions when necessary.
 

Once you have invested, do notify us via email leechin@finaims.com or WhatsApp 012-378 2326 by providing your details (Name as per IC, Contact Number, and Email Address) and the proof of investment.

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

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EPF i-Invest Guideline

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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

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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

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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”

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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.

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Step 9:

To confirm subscription, click <Buy> under Principal Asset Management Bhd

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

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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).

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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.

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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

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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.

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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:

Key in campaign code "Invest&earn".

Tick (✔) box then click submit.

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*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

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Step 19:

*Most important step!

New to EPF investing, please key in my name (Lim Lee Chin) and consultant code (00027293).

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>

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Step 21:

Summary of Transaction and click <Next> to confirm

Step 22:

Submission completed –

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1. Send this page via email leechin@finaims.com or
WhatsApp 012-378 2326.

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

- Email Address

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