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Details

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/5f20274868ff1c001155f933 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/5f216d6227ed400012c926bc 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/5f21955cf5822d0011ff6af9 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/#!/5ee854a99618f50013588d59 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/#!/5ed724363468470012df82cb 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/5ec3a569c14fc50011697cae false
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/5ef187d7e4f89f00119754d7 false
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/#!/5f17ad4f826691001109a3a9 false
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/5ef212967fa71e0011af3e56 false
Apply Online
FAQs

Common questions