EPF i-Invest Programme
Message to Investors
Invest Your EPF digitally with Principal Asset Management via FinAIMS / Mun Lay at 0% sales charge
Invest for FREE (It used to be 3%, now is 0%). Use my consultant code 00026691, 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 at 1st month, 6th month and then every year upon request (from date of 1st Investment)
Invest > RM100K – Report at 1st month, 6th month and then every 6 months upon request (from date of 1st Investment)
Here is the sample report - it is more comprehensive compared to EPF i-Invest report.
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 48 hours 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 (Save4future) and tick (√) box then click <Submit>
*The fund that has selected from EPF website will appear here.
*This campaign is a LUCKY DRAW ending on 31st July 2021.
The fund that has selected from EPF website will appear here
To check if the consultant’s name (Lau Mun Lay) and code (000 26 691) are correct and click <Submit>
Key in the TAC verification number which sent by EPF and click <Proceed>
Summary of Transaction and click <Next> to confirm