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Understand
CPFIS
What is CPF investment scheme (CPFIS)?

The CPF Investment Scheme (CPFIS) provides members with the option to invest their CPF savings in various instruments such as insurance products, unit trusts, fixed deposits, bonds and shares. Please refer to the following information if you are interested to have your product/investment services included under the CPFIS.

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Insurance
What are the lists of insurance companies and Investment-Linked Products (ILP) Sub-funds?

View the list of insurance companies (PDF, 0.1MB).

The lists of Investment-Linked Products (ILP) Sub-funds are:

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Unit Trusts & Exchange Traded Funds
What are the lists of Fund Management Companies (FMC) and Unit Trusts (UTs)?

View the list of fund management companies (PDF, 0.1MB).

The lists of unit trusts are:

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What is the list of Exchange Traded Fund (ETF)?

View the list of Exchange Traded Funds (PDF, 53KB).

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What are the Admission Criteria for Fund Management and Insurance Companies included under CPFIS?
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What are the Guidelines and Admission Criteria for Funds included under CPFIS?
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What are the auditor's reports and formats for FMC and Insurers?

For FMCs:

  • Annual External Auditor's Report on Funds (Refer to Auditor's Report For Funds) (PDF, 0.15MB)
  • Annual External Auditor's Report on Operations Relating to Unit Holdings and Fund Management Accounts of CPF Members (Refer to Auditor's Report For FMC) (PDF, 0.07MB)

 

For Insurers:

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Fixed Deposits
What is the list of Fixed Deposit Banks and Criteria for Inclusion of Fixed Deposit Banks?

View the list of Fixed Deposit Banks and Criteria for Inclusion of Fixed Deposit Banks (PDF, 0.9MB).

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Bonds and Treasury Bills, Shares, Property Funds
What is the list of Bonds and Treasury Bills & Criteria For Inclusion of Bonds and Treasury Bills?

View the list of Bonds and Treasury Bills & Criteria for Inclusion of Bonds and Treasury Bills (PDF, 0.2MB).

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What is the list of Shares and Criteria for Inclusion of Shares?

View the list of Shares and Criteria for Inclusion of Shares (PDF, 0.2MB).

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What is the list of Property Funds and Criteria for Inclusion of Property Funds?

View the list of Property Funds and Criteria for Inclusion of Property Funds (PDF, 0.2MB).

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Can CPF monies be used for Rights and/or Warrants?

Please refer to Use of CPF monies for Rights or Warrants issue (applicable to Shares) or offer of New Units (applicable to Property Funds) (PDF, 39KB).

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Gold Exchange Traded Funds
What is the list of Gold Exchange Traded Funds Included under CPFIS?

View the list of Gold Exchange Traded Funds Included under CPFIS (PDF, 0.1MB).

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Investment Administrator
What is the list of Investment Administrators and Criteria for Inclusion under CPFIS?

View the list of Investment Administrators and Criteria for Inclusion under CPFIS (PDF, 0.2MB).

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Resources
Booklets
Forms
Apply
Application By FMC/ Insurer For Inclusion Under CPFIS

Form CPFIS/FMC/1

 

This form allows you to apply for the inclusion as a FMC or Insurer under CPFIS.

https://form.gov.sg/67f8795d18c93d23a8312332 false
Apply Online
Qualifications and Experience Of Fund Manager

​Form CPFIS/FMC2

 

This form allows you to submit the qualifications and experience of qualifying fund manager during the application for inclusion as a FMC under CPFIS or whenever there is change in the qualifying fund managers. During application for inclusion as a FMC under CPFIS, there should be at least 3 qualifying fund managers.

https://form.gov.sg/#!/5ee2fde3c874b200134c40be false
Apply Online
Returns To Confirm Continuing Compliance With Admission Criteria By FMCs

Form CPFIS/FMC3

 

This form allows you to submit the amount of funds managed in Singapore and the name of the three qualifying fund managers so as to confirm continuing compliance with the admission criteria.

https://form.gov.sg/#!/5ee32130b672400011cb7602 false
Apply Online
Application for Inclusion of Authorised Fund Under CPFIS

Form CPFIS/AF

 

This form allows you to apply for the inclusion of Authorised Fund under CPFIS.

https://form.gov.sg/67f88190990af072f020c196 false
Apply Online
Application for Inclusion of Recognised Fund Under CPFIS

Form CPFIS/RF

 

This form allows you to apply for the inclusion of Recognised Fund under CPFIS.

https://form.gov.sg/67f87e3d8c46e6563afcbd51 false
Apply Online
Application for Inclusion of Investment-Linked Insurance Products (ILPs) under CPFIS

​Form CPFIS/ILP1

 

This form allows you to apply for the inclusion of Investment-Linked Insurance Products (ILPs) under CPFIS.

https://form.gov.sg/67f880a4d426fa85377b1cdd false
Apply Online
Application for Inclusion of Non-linked Insurance Products under CPFIS (Endowment or Annuity)

​Form CPFIS/IP1

 

This form allows you to apply for the inclusion of Non-linked Insurance Products (Endowment or Annuity) under CPFIS.

https://form.gov.sg/67f87f1c1085b19668ca4aa4 false
Apply Online
Application for Inclusion of Shares, Employee Share Option Scheme, Property Funds or Bonds under CPF Investment Scheme (CPFIS)

FORM CPFIS/SB

 

This form allows you to apply for the inclusion of Shares, Employee Share Option Scheme, Property Funds or Bonds under CPFIS.

https://form.gov.sg/67f488efa8fbc76da482daff true
Apply Online
Application for Inclusion of Fixed Deposit Bank Under CPFIS

​FORM CPFIS/FD

 

This form allows you to apply for the inclusion of Fixed Deposit Bank under CPFIS.

https://form.gov.sg/67f4978e2681df21432c3f54 true
Apply Online
Application for Inclusion as Investment Administrator under CPF Investment Schemes (CPFIS)

​FORM CPFIS/IA

 

This form allows you to apply for the inclusion as Investment Administrator under CPFIS.

https://form.gov.sg/67ca8ea2294570caebdd3a6c true
Apply Online
Application for Inclusion of Gold Exchange Traded Fund under CPF Investment Scheme - Ordinary Account (CPFIS-OA)

Form CPFIS/G-ETF

 

This form allows you to apply for the inclusion of Gold Exchange Traded Fund under CPFIS-OA.

https://form.gov.sg/67f4981dee9bdc752e7f24c2 true
Apply Online
Expression of Interest (EOI) to offer product under the new investment scheme

This form allows you to express interest in offering products under the new investment scheme.

https://form.gov.sg/699ebd590f7ca22cf511f0fc true
Apply Online
FAQs
Common questions