Unit Trust Investments via EPF Acc1 Fund

The Employees Provident Fund (EPF) or KWSP is a national social security organization. Basically, it helps you to save money for retiring age or in other words, to help you retiring with enough money in the pocket. While you can’t withdraw/use your fund as often as you like, EPF lets you invest some portion of your fund in appointed investment vehicles such as Unit Trust.

Are You Eligible?

You are eligible if:

a) Your balance in Account 1 is not less than the required basic savings amount. Pls see attached Basic Savings Amount Schedule.

b) You are below 55 years old

c) You have not withdrawn from your Account 1 in the last three (3) months from the date of your last transaction.

d) The minimum eligible amount is RM1,000.00 and the maximum amount is 20% of the savings amount that exceed the Basic Savings Amount required in Account 1.

Example:

Age : 40

Total Savings in Account - RM135,000

Required Balance in Account 1 - RM44,000

Excess Amount - RM 91,000 (RM135,000-RM44,000.00)

Eligible Amount for Investment (20% x RM91,000)- RM18,200

If you are eligible, take this opportunity to have better yield with your EPF saving. See your nearest agent today or call 016-2215364 / 012-3290026 for immediate appointment.