advertisement

EPF member investment scheme for unit trust

39 %
61 %
advertisement
Information about EPF member investment scheme for unit trust
Investor Relations

Published on March 5, 2014

Author: Masari66

Source: slideshare.net

Description

With the rising inflation rate and living standard, it is important that you invest to increase your retirement savings and to avoid a significant decrease in your future purchasing power. Consider investing via EPF Members Investment Scheme to help achieve your retirement goal.
EPF Member Investment Scheme allows EPF members to invest 20% of the amount in excess of the required Basic Savings in Account 1 through an appointed unit trust management company by the Ministry of Finance.
advertisement

EPF Member Investment Scheme for Unit Trust Presented by: M Khairul Shaleh B Eng, MSc, FIMM

Introduction With the rising inflation rate and living standard, it is important that you • invest to increase your retirement savings and • to avoid a significant decrease in your future purchasing power. Consider investing via EPF Members Investment Scheme to help achieve your retirement goal.

What is EPF Member Investment Scheme? • EPF Member Investment Scheme allows EPF members to invest 20% of the amount in excess of the required Basic Savings in Account 1 through an appointed unit trust management company by the Ministry of Finance.

Benefits of Investment through EPF Members Investment Scheme • No Cash Investment Required – Investment is transacted from your EPF Account 1. • Diversification – Opportunity to diversify your retirement funds with EPF-qualified unit trust funds. • Overseas Investment Exposure – Diversity abroad with domestic funds that can invest up to 30% of the fund’s net asset value in foreign markets. • Capital Appreciation – Opportunity to reap capital growth as part of the return on your investment to boost the total value of your EPF savings.

How to Invest? • The amount that can be invested is 20% of the savings in excess of the Basic Savings required in Account 1. • Minimum investment is RM1,000. • Investments can be made once every three months. • Sales Charge per unit – up to 3% of net asset value per unit as regulated by the EPF.

Find Out if You Qualify • Check your account balance at any EPF Smart Kiosk* nationwide by using your Mykad or; • Refer to your latest EPF statement or; • Log on to EPF website (www.kwsp.gov.my) if you are an i-Akaun registered user.

Required Basic Savings in Account 1 Example: Mr A is 35 years old. From his EPF latest statement, the amount in his Account 1 is RM80,000. According to the above Basic Savings table, his basic savings required in Account 1 is RM46,000. This means he is qualified to withdraw the minimum RM1,000 and maximum RM6,800 from his EPF savings to be invested in unit trust. CALCULATION: (RM80,000 – RM46,000) X 20% =RM6,800

To Learn More Contact: khairulshaleh@gmail.com FB – MKhairul Shaleh SMS/Whatapps 019 6661250 “We Give You Idea, You Give Your Commitment”

Add a comment

Related presentations

Gage-Cannon Investor Services

Gage-Cannon Investor Services

November 10, 2014

Gage-Cannon helps ventures accelerate organic growth or obtain equity funding, and...

Mavenir Analyst Day

Foro MAB Sevilla 13 de noviembre de 2014

ING Q3 2014 Earnings Report

ING Q3 2014 Earnings Report

November 5, 2014

Analyst presentation third quarter 2014 results. ING posts 3Q14 underlying net pro...

Related pages

EPF - Appointed Fund Management Institution Unit Trust ...

Appointed Fund Management Institution Unit Trust Fund Under The EPF's Members Investment Scheme
Read more

EPF Investment Scheme - Public Mutual Berhad

... savings for investment in unit trust. Qualified EPF members can choose to invest ... by Public Mutual; EPF Members Investment Scheme; EPF ...
Read more

EPF - Members Investment Scheme Information Portal - KWSP

Members Investment Scheme Information Portal. FAQ » What are the purpose of the fund's information portal? To provide information on unit trust funds and ...
Read more

Unit Trust Funds Available For EPF-MIS

The following is the list of CIMB-Principal's unit trust funds available for Employees Provident Fund - Members Investment Scheme (EPF-MIS) effective 1 ...
Read more

Products and Services - EPF Investment

Who can participate in the EPF Members' Investment Scheme? ... Substantially lower service charges for unit trust investment under the EPF Members ...
Read more

EPF-MIS Calculator

... institution under the EPF Members' Investment Scheme enables you to invest part of your EPF Savings into its full range of unit trust ... Calculator ...
Read more

Maybank2u.com - EPF Members Investment Scheme

How much can I withdraw from my EPF Account 1 for unit trust investments? EPF Members can withdraw not more than 20% of their total amount in excess of ...
Read more

New portal for EPF members seeking to invest in unit trusts

... has launched the EPF Members Investment Scheme ... information portal to provide members with information on unit trust funds ... Business News.
Read more

EPF Calculator | Fundsupermart.com

SC Licensed Dealer In Unit Trust And Private Retirement Scheme, ... The allowable withdrawal for member’s investment ... This EPF member is not ...
Read more