EPF i-Invest | Principal Asset Management

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Maximise your retirement savings

Why invest with Principal through EPF i-Invest?

To sum it up? It’s your money, your way. EPF has appointed Principal as one of the unit trust providers to allow you an opportunity to diversify your EPF savings by purchasing unit trust funds direct online with the unit trust provider of your choice.

Principal is proud to partner with EPF on this new online platform and is offering an introductory sales fee of 0% for all EPF approved funds.

Check out the EPF i-Akaun and select a Principal fund to get started!

for Bahasa Malaysia version please click here

Benefits of investing online

Why should you invest now?

Your money, your way! You're in control of how to invest your retirement savings.

You could diversity with exposure in local and foreign markets

You could potentially receive higher returns

You don't have to use your cash savings to invest

Why Principal?

0% sales fee for all Funds via EPF i-Invest on Principal's digital portal.
We offer both Conventional and Islamic Funds.
Over 20 quality funds available to meet any risk tolerance.
Online platform is simple, safe and secure.
Backed by an industry leader, check out our industry awards.

*Note: Based on the transaction you’re taking. Refer to the FAQ for additional details.

Check on your retirement readiness on EPF Calculator.

Check out the EPF i-Akaun and select a Principal fund to get started!

for Bahasa Malaysia version please click here

Fund offerings

On the i-Invest platform, we’ve selected a variety of Unit Trust Fund options to meet every investor’s risk tolerance.

Here’s a complete listing of approved fund by EPF

Our award-winning funds

thumb Featured Funds

Check out the EPF i-Akaun and select a Principal fund to get started!

for Bahasa Malaysia version please click here

Steps to invest with Principal through EPF i-Invest

On buy screen, select Principal & your choice of fund(s)

Select Principal as your preferred FMI (Fund Management Institution)

Confirm your transaction

Check out the EPF i-Akaun and select a Principal fund to get started!

for Bahasa Malaysia version please click here

Frequently Asked Questions

Starting something new, you’re bound to have questions. We’ve created a complete user guide to help answer frequently asked questions.
But to get you started, here are answers to the top five questions.

Am I eligible to participate? All EPF Members above 18 years old can open an investment account.
How much can I invest? You are allowed to withdraw and invest 30% amount in excess of the required basic savings in Account 1 according to your age (i.e. the total amount eligible to invest in unit trust funds approved by EPF).
Is it safe to invest online? EPF and Principal are committed to providing you a safe and secure environment to conduct transactions.
Is there a charge? There are no costs associated with setting up an account and for an introductory period, Principal is not charging a sales fee (0%) for investing into one of our unit trust funds.
Is there a minimum amount I can invest? Yes. EPF i-Invest requires each transaction submission to have a minimum total investment amount of RM1,000 (for one fund or multiple funds investment).

Click here to learn more.

And, don’t hesitate to contact our Customer Care Centre, we’re here to help. Our operating hours are Monday to Thursday: 8.45am to 5.45pm and Friday: 8.45am to 4.45pm. Please note, we are closed on National and Selangor Public holidays.

mail Email your enquiries to service@principal.com.my

call Call us at +(603) 7718 3000

Check out the EPF i-Akaun and select a Principal fund to get started!

Or read this FAQ for tips on getting set-up.

for Bahasa Malaysia version please click here

Note: Prospectuses, Product Leaflets, Fund Fact Sheets, Annual Reports and Interim Reports can be viewed by using Acrobat Reader.

Disclaimer

Not an Offer to Sell or a Solicitation to Buy

Each of the funds referred to in the Principal Asset Management Berhad (formerly known as CIMB-Principal Asset Management Berhad) (‘Principal’) website is intended only to be made available in Malaysia and offered only to persons in Malaysia. The data presented is for information purposes only and is not a recommendation to buy or sell any securities or adopt any investment strategy. This material is not intended to be relied upon as a forecast, research, or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict performance of any investment. The information it contains does not take account of any investor's investment objectives, particular needs or financial situation. You should consider whether an investment fits your investment objectives, particular needs and financial situation before making any investment decision.

Acknowledgement

By clicking on “I Agree” below, you will acknowledge and agree with Principal that you:

have read, understood and agree to the above;
are a Malaysian resident and you are accessing the information from within Malaysia; and
agree to the exclusion by Principal of any liability for any loss (direct or otherwise) arising from the use of any part of the information contained in this website, and the exclusion of any liability in respect of any error or omission by Principal and any relevant third party.