CPFB | CPF Investment Scheme Self-Awareness Questionnaire

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CPF Investment Scheme Self-Awareness Questionnaire

Find out if the CPF Investment Scheme is suitable for you.

OVERVIEW

Getting started

The CPF Investment Scheme (CPFIS) Self-Awareness Questionnaire (SAQ) helps you assess if you have basic financial knowledge and whether CPFIS is suitable for you.

The SAQ starts with learning modules on investment concepts, products and charges under CPFIS, and you can complete these modules at your own pace. Thereafter, you will need to log in with your Singpass to attempt a quiz.

Criteria for investing under CPFIS

You can invest under CPFIS if you:

are at least 18 years old;
are not an undischarged bankrupt;
have more than $20,000 in your Ordinary Account (OA); and/or
have more than $40,000 in your Special Account (SA); and
have completed the CPFIS Self-Awareness Questionnaire (SAQ) (applicable to new investors with effect from 1 October 2018

Module 1

Understanding investments

Understand the relationship between risk and return, and the factors to consider before investing.

CPF Investment Scheme Self-Awareness Questionnaire Module 1

Download PDF (2.1MB)

Watch a video summary of module 1:

Module 2

Understanding the investment products and charges under CPFIS

Learn about the investment products included under CPFIS and the relevant investment charges.

CPF Investment Scheme Self-Awareness Questionnaire Module 2

Download PDF (1.2MB)

Watch a video summary of module 2:

Quiz

Start the quiz

Login with your Singpass to take a quiz to assess if the CPF Investment Scheme is suitable for you. If you have completed the SAQ previously, you can retrieve your SAQ status from the Investment dashboard.

Proceed

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