CPFB | CPF Investment Scheme (CPFIS)

CPF Investment Scheme (CPFIS)

The CPFIS lets members invest their CPF savings in various financial products. Learn how to include your products or investment services under CPFIS.

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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.

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:

List A ILPs (PDF, 0.2MB)
All ILPs (List A and List B) (PDF, 0.2MB)

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:

List A UTs (PDF, 0.1MB)
All UTs (List A and List B) (PDF, 0.2MB)

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

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

What are the Admission Criteria for Fund Management and Insurance Companies included under CPFIS?

Criteria For Fund Management Companies (FMCs) To Be Included Under CPFIS (PDF, 0.2MB)
Criteria For Insurers To Be Included Under CPFIS (PDF, 0.1MB)
Criteria For Representatives Of Recognised Funds Seeking Inclusion Into CPFIS (PDF, 0.2MB)
Evaluation Criteria for Prospective Fund Management Companies (FMCs) for Inclusion under the CPFIS (PDF, 0.2MB)

What are the Guidelines and Admission Criteria for Funds included under CPFIS?

CPF Investment Guidelines (CPFIG) (PDF, 0.2MB)
Guidelines for Investment in Commodity Murabaha (PDF, 0.3MB)
Disclosure Requirements For FMCs/ Insurers (PDF, 0.3MB)
Frequently Asked Questions on Total Expense Ratio (TER)
Application And Admission Criteria For Funds Managed By FMCs/ Insurers (PDF, 0.2MB)
Process For Inclusion Of Funds Under CPFIS (PDF, 0.2MB)
Application Fees For Inclusion Of Fund Management Companies (FMCs)/Insurers And Their Products Under CPFIS (PDF, 0.2MB)

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, 0.2MB)
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, 70KB)

For Insurers:

Annual External Auditor's Report on ILP Sub-Funds (Refer to Auditor's Report for ILP Sub-Fund) (PDF, 0.2MB)
Annual External Auditor's Report on Operations Relating to Insurance Policies Of CPF Members (Refer to Auditor's Report For Insurer) (PDF, 8KB)

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).

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).

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).

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).

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).

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).

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).

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Apply Online

FAQs

Common questions

Why are Total Expense Ratio (TER) caps reduced for CPF Investment Scheme funds?

Can a fund downgraded to List B resume accepting CPF monies once the fund's Total Expense Ratio meets the cap subsequently?

How frequent will CPF Board assess whether a fund can or cannot take in CPF monies?

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CPF Investment Scheme (CPFIS)

Details

Resources

Forms

FAQs

Details

Understand

CPFIS

Insurance

Unit Trusts & Exchange Traded Funds

Fixed Deposits

Bonds and Treasury Bills, Shares, Property Funds

Gold Exchange Traded Funds

Investment Administrator

Resources

Booklets

Forms

Apply

FAQs

Common questions