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 at 6th month and then every year upon request (from date of 1st Investment)
Invest > RM100K – Report at 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 via i-Akaun.
EPF i-Invest Guideline(First Time)
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>.
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
Key in the campaign code
"Merdeka64" and "Servicing Agent Code" (000 24 113)
to complete submission.
Tick (√) box then click <Submit>
*In order for you to be eligible for the Merdeka promotion, a minimum of RM25,000 must be invested in one transaction.
*Campaign period from 21 August to 20 September 2021. (T&C apply)
The fund that was selected from EPF website will appear here
To check if the consultant’s name (Amelia Hong) and code (000 24 113) 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
Submission completed –
- Email Address