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.
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Invest at any amount – Report at 6th month and then every year upon request (from date of 1st Investment)
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Invest > RM100K – Report at 6th month and then every 6 months upon request (from date of 1st Investment)
Once you have invested, do notify us via email info@finaims.com or WhatsApp 013-325 7653 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 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
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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:
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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
Step 18:
Key in the campaign code
(if any)* and "Servicing Agent Code" (000 24 113)
to complete submission.
Tick (√) box then click <Submit>
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*In order for you to be eligible for the Merdeka promotion, a minimum of RM25,000 must be invested in one transaction.
* There's no campaign at the moment.
*Campaign period from 21 August to 20 September 2021. (T&C apply)
The fund that was selected from EPF website will appear here
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00024113
Step 19:
To check if the consultant’s name (Amelia Hong) and code (000 24 113) are correct and 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 info@finaims.com or
WhatsApp 013-325 7653.
2. Give us your details:
- Name as per IC
- Contact Number
- Email Address