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CPFISWhat is CPF Investment Scheme (CPFIS)?<p>​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.</p>9567
InsuranceWhat are the lists of insurance companies and Investment-Linked Products (ILP) Sub-funds?<p style="text-align:left;">Click <a href="/Assets/members/Documents/INV_AnnexC.pdf" target="_blank">here</a> (PDF, 0.2MB) to view list of insurance companies. </p><p style="text-align:left;">The lists of Investment-Linked Products (ILP) Sub-funds are:</p><ul><li> <a href="/Assets/members/Documents/RCSILP_ListA.pdf" target="_blank">List A ILPs</a> (PDF, 0.4MB)</li><li> <a href="/Assets/members/Documents/RCSILP1.pdf" target="_blank">All ILPs (List A and List B)</a> (PDF, 0.2MB)</li></ul>9668
Unit Trusts & Exchange Traded FundsWhat are the lists of Fund Management Companies (FMC) and Unit Trusts (UTs)?<p style="text-align:left;">Click <a href="/Assets/members/Documents/INV_AnnexC.pdf" target="_blank">here</a> (PDF, 0.2MB) to view the list of fund management companies. </p><p style="text-align:left;">The lists of unit trusts are:</p><ul><li> <a href="/Assets/members/Documents/RCSUT_ListA.pdf" target="_blank">List A UTs</a> (PDF, 0.2MB)</li><li> <a href="/Assets/members/Documents/RCSUT.pdf" target="_blank">All UTs (List A and List B)</a> (PDF, 0.2MB)</li></ul>10072
Unit Trusts & Exchange Traded FundsWhat is the list of Exchange Traded Funds (ETF)?<p>​Click <span lang="EN-US"><a href="/Assets/members/Documents/RCSETF.pdf" target="_blank"><span lang="EN-GB">here</span></a></span> to view the list of Exchange Traded Funds.</p>10173
Unit Trusts & Exchange Traded FundsWhat are the Admission Criteria for Fund Management and Insurance Companies included under CPFIS?<ul><li><a title="/Assets/members/Documents/CRITERIAFORFUNDMANAGEMENTCOMPANIES.pdf" href="/Assets/members/Documents/CRITERIAFORFUNDMANAGEMENTCOMPANIES.pdf" target="_blank">Criteria For Fund Management Companies (FMCs) To Be Included Under CPFIS</a> </li> <li> <a title="/Assets/members/Documents/CRITERIAFORINSURERSTOBEINCLUDEDUNDERCPFIS.pdf" href="/Assets/members/Documents/CRITERIAFORINSURERSTOBEINCLUDEDUNDERCPFIS.pdf" target="_blank"><font color="#0072c6">Criteria For Insurers To Be Included Under CPFIS</font></a> </li><li> <a title="/Assets/members/Documents/CRITERIAFORREPRESENTATIVESOFRECOGNISEDFUNDSSEEKINGINCLUSIONINTOCPFIS.pdf" href="/Assets/members/Documents/CRITERIAFORREPRESENTATIVESOFRECOGNISEDFUNDSSEEKINGINCLUSIONINTOCPFIS.pdf" target="_blank">Criteria For Representatives Of Recognised Funds Seeking Inclusion Into CPFIS </a></li><li> <a title="/Assets/members/Documents/EVALUATIONCRITERIAFORPROSPECTIVEFUNDMANAGEMENTCOMPANIESFORINCLUSIONUNDERTHECPFIS.pdf" href="/Assets/members/Documents/EVALUATIONCRITERIAFORPROSPECTIVEFUNDMANAGEMENTCOMPANIESFORINCLUSIONUNDERTHECPFIS.pdf" target="_blank">Evaluation Criteria for Prospective Fund Management Companies (FMCs) for Inclusion under the CPFIS </a> </li></ul>9769
Unit Trusts & Exchange Traded FundsWhat are the Guidelines and Admission Criteria for Funds included under CPFIS?<ul><li> <a href="/Assets/members/Documents/CPFInvestmentGuidelinespdf.pdf" target="_blank">CPF Investment Guidelines (CPFIG)</a> (PDF, 0.2MB)</li> <li> <a href="/Assets/members/Documents/GUIDELINESONCOMMODITYMURABAHA.pdf" target="_blank">Guidelines for Investment in Commodity Murabaha</a> (PDF, 0.3MB)</li><li> <a href="/Assets/members/Documents/DISCLOSUREREQUIREMENTSFORFMC.pdf" target="_blank">Disclosure Requirements For FMCs/ Insurers</a> (PDF, 0.3MB)</li><li> <a href="/Members/BPTopics/bp-topics/cpfis/faqtab#faq">Frequently Asked Questions on Total Expense Ratio (TER)</a></li><li> <a href="/Assets/members/Documents/APPLICATIONANDADMISSIONCRITERIAFORFUNDSMANAGEDBYFMC.pdf" target="_blank">Application And Admission Criteria For Funds Managed By FMCs/ Insurers</a> (PDF, 0.3MB)</li><li> <a href="/Assets/members/Documents/PROCESSFORINCLUSIONOFFUNDSUNDERCPFINVESTMENTSCHEME.pdf" target="_blank">Process For Inclusion Of Funds Under CPFIS</a> (PDF, 0.2MB)</li><li> <a href="/Assets/members/Documents/APPLICATIONFEESFORINCLUSIONOFFUNDMANAGEMENTCOMPANIES(FMCS)ORINSURERSANDTHEIRPRODUCTSUNDERCPFIS.pdf" target="_blank">Application Fees For Inclusion Of Fund Management Companies (FMCs)/Insurers And Their Products Under CPFIS</a> (PDF, 0.2MB)<br></li></ul>9971
Unit Trusts & Exchange Traded FundsWhat are the auditor’s reports formats for FMC and Insurers?<table width="100%" border="0"><tbody><tr><td colspan="2"> <span class="SubTopicHeader">For FMCs:</span></td></tr><tr><td width="2%" valign="top"><ul><li></li></ul></td><td>Annual External Auditor's Report on Funds (Refer to <a class="commonlink" href="/Assets/members/Documents/AuditorRptforFunds_FYendgafter31Mar13.pdf" target="_blank">Auditor's Report For Funds</a>) (0.15MB)</td></tr><tr><td valign="top"><ul><li></li></ul></td><td>Annual External Auditor's Report on Operations Relating to Unit Holdings and Fund Management Accounts of CPF Members (Refer to <a class="commonlink" href="/Assets/members/Documents/auditor_report_operations.pdf" target="_blank">Auditor's Report For FMC</a>) (0.07MB)</td></tr><tr><td></td><td></td></tr><tr><td valign="top" colspan="2"> <span class="subtopicheader"><br>For Insurers:</span></td></tr><tr><td width="2%" valign="top"><ul><li></li></ul></td><td>Annual External Auditor's Report on ILP Sub-Funds (Refer to <a class="commonlink" href="/Assets/members/Documents/AuditorRptforFundsILP_FYendgafter31Mar13.pdf" target="_blank">Auditor's Report for ILP Sub-Fund</a>) (0.15MB)</td></tr><tr><td valign="top"><ul><li></li></ul></td><td>Annual External Auditor's Report on Operations Relating to Insurance Policies Of CPF Members (Refer to <a class="commonlink" href="/Assets/members/Documents/auditor_report_insurance.pdf" target="_blank">Auditor's Report For Insurer</a>) (0.007MB)</td></tr></tbody></table>9870
Fixed DepositsWhat is the list of Fixed Deposit Banks and Criteria for Inclusion of Fixed Deposit Banks?Click <a href="/Assets/members/Documents/LISTOFFIXEDDEPOSITBANKANDCRITERIAFORINCLUSIONOFFIXEDDEPOSITBANKS.pdf" target="_blank">here</a> to view the list of Fixed Deposit Banks and Criteria for Inclusion of Fixed Deposit Banks.10274
Fixed DepositsHow to apply for inclusion of Fixed Deposit Banks?<div align="left"> <span class="subtopicheader"> Click <a href="/Assets/members/Documents/APPLICATIONPROCEDURESFORINCLUSIONOFFIXEDDEPOSITBANKS.pdf" target="_blank">here</a> for the application procedures for Inclusion of Fixed Deposit Banks.</span></div> 10375
Bonds and Treasury Bills, Shares, Property FundsWhat is the list of Bonds and Treasury Bills & Criteria For Inclusion of Bonds and Treasury Bills? <p>Click <a href="/Assets/members/Documents/LISTOFBONDSINCLUDEDUNDERCPFIS.pdf" target="_blank">here</a> to view the list of Bonds and Treasury Bills & Criteria For Inclusion of Bonds and Treasury Bills.</p>10476
Bonds and Treasury Bills, Shares, Property Funds What is the list of Shares & Criteria for Inclusion of Shares?<p>Click <a href="/Assets/members/Documents/LISTOFSHARESINCLUDEDUNDERCPFIS.pdf" target="_blank">here</a> to view the list of Shares & Criteria for Inclusion of Shares.</p>10577
Bonds and Treasury Bills, Shares, Property Funds What is the list of Property Funds & Criteria For inclusion of Property Funds?<p>Click <a href="/Assets/members/Documents/LISTOFPROPERTYFUNDSINCLUDEDUNDERCPFIS.pdf" target="_blank">here </a>to view the list of Property Funds & Criteria for Inclusion of Property Funds.</p>10678
Bonds and Treasury Bills, Shares, Property Funds How to apply for Inclusion of Shares, Bonds or Property Funds under CPFIS?<p>Please refer to the application procedures for <a href="/Assets/members/Documents/APPLICATIONPROCEDURESFORINCLUSIONOFSHARESBONDSORPROPERTYFUNDSUNDERCPFIS.pdf" target="_blank">Inclusion of Shares, Bonds or Property Funds under CPFIS</a> (PDF, 0.1MB).</p>10779
Gold Exchange Traded FundsWhat is the list of Gold Exchange Traded Funds Included Under CPFIS?<p>Click <a href="/Assets/members/Documents/LISTOFGOLDEXCHANGETRADEDFUNDSINCLUDEDUNDERCPFIS.pdf" target="_blank">here</a> to view the list of Gold Exchange Traded Funds Included Under CPFIS.</p>10880
Gold Exchange Traded FundsHow to apply for Inclusion of Gold ETFs under CPFIS?<p> <span class="subtopicheader"> Click <a href="/Assets/members/Documents/APPLICATIONPROCEDURESFORINCLUSIONOFGOLDETFSUNDERCPFIS.pdf" target="_blank">here</a> for the application procedures for Inclusion of Gold ETFs under CPFIS.</span></p> 10981
Investment AdministratorWhat is the list of Investment Administrators and Criteria for Inclusion Under CPFIS?<p>Click <a href="/Assets/members/Documents/LISTOFINVESTMENTADMINISTRATORSANDCRITERIAFORINCLUSIONUNDERCPFIS.pdf" target="_blank">here</a> to view the list of Investment Administrators and Criteria for Inclusion Under CPFIS.</p>11082
Investment AdministratorHow to apply for Inclusion of Investment Administrators under CPFIS?<p> <span class="subtopicheader">Click <a href="/Assets/members/Documents/APPLICATIONPROCEDURESFORINCLUSIONOFINVESTMENTADMINISTRATORSUNDERCPFIS.pdf" target="_blank">here</a> for the application procedures for Inclusion of Investment Administrators under CPFIS.</span></p>11183

 

 

 

 

 

 

 

 

 

 

Application by FMC / Insurer for Inclusion under CPFIS Application by FMC / Insurer for Inclusion under CPFIS /Tools/online-demos/online-demos/business-partners/online-applications692MP4, 1.4MB
Application For Inclusion Of Investment-Linked Insurance Products (ILPs) Under CPFISApplication For Inclusion Of Investment-Linked Insurance Products (ILPs) Under CPFIS/Tools/online-demos/online-demos/business-partners/online-applications693MP4, 1.9MB
Application for Inclusion of Non-linked Insurance Products (Endowment or Annuity) under CPFIS Application for Inclusion of Non-linked Insurance Products (Endowment or Annuity) under CPFIS /Tools/online-demos/online-demos/business-partners/online-applications694MP4, 1.0MB
Notice of Breach of CPF Investment Guidelines (CPFIS) Notice of Breach of CPF Investment Guidelines (CPFIS) /Tools/online-demos/online-demos/business-partners/online-applications697MP4, 0.9MB
Returns to confirm continuing compliance with admission criteria by FMCsReturns to confirm continuing compliance with admission criteria by FMCs/Tools/online-demos/online-demos/business-partners/online-applications699MP4, 0.8MB
Submission of qualifications and experience of fund managersSubmission of qualifications and experience of fund managers/Tools/online-demos/online-demos/business-partners/online-applications698MP4, 1.2MB

 

 

 

 

CPF Investment Scheme (CPFIS) Information Booklet For Fund Management And Insurance CompaniesCPF Investment Scheme (CPFIS) Information Booklet For Fund Management And Insurance Companies<a href="/Assets/members/Documents/info_booklet.pdf" target="_blank"><img alt="" src="/_layouts/15/IMAGES/icpdf.png">info_booklet.pdf</a>(PDF, 0.4MB)<br><a href="/Assets/common/Documents/ResourceThumbnails/CPFIS_Thumbnail.jpg"><img alt="" src="/_layouts/15/IMAGES/icjpg.gif">CPFIS_Thumbnail.jpg</a>

 

 

 

 

Application By FMC/ Insurer For Inclusion Under CPFIS<a href="/Assets/members/Documents/CPFIS_FMC1.pdf" target="_blank"><img alt="" src="/_layouts/15/IMAGES/icpdf.png">CPFIS_FMC1.pdf</a><a href="https://www.cpf.gov.sg/eSvc/Web/Schemes/ApplicationInvestmentScheme/InsurerForInclusionCoverPage"><img alt="" src="/_layouts/15/IMAGES/icgen.gif">InsurerForInclusionCoverPage</a><p>Form CPFIS/FMC/1</p><p>This form allows you to apply for the inclusion as a FMC or Insurer under CPFIS. The e-Service may take you 30 minutes to complete.</p>00PDF, 0.1MB
Qualifications And Experience Of At Least 3 Qualifying Fund Managers (Including Chief Investment Officer)<a href="/Assets/members/Documents/CPFIS_FMC2.pdf" target="_blank"><img alt="" src="/_layouts/15/IMAGES/icpdf.png">CPFIS_FMC2.pdf</a><a href="https://www.cpf.gov.sg/eSvc/Web/Schemes/FundManagersQualificationSubmission/input1"><img alt="" src="/_layouts/15/IMAGES/icgen.gif">input1</a><p>​Form CPFIS/FMC/2</p><p>This form allows you to submit the qualifications and experience of at least 3 qualifying fund managers during the application for inclusion as a FMC under CPFIS or whenever there is changes in the qualifying fund managers.  The e-Service may take you 20 minutes to complete.</p>00PDF, 37KB
Returns To Confirm Continuing Compliance With Admission Criteria By FMCs<a href="/Assets/members/Documents/CPFIS_FMC3.pdf" target="_blank"><img alt="" src="/_layouts/15/IMAGES/icpdf.png">CPFIS_FMC3.pdf</a><a href="https://www.cpf.gov.sg/eSvc/Web/Schemes/ContinuingCompliance/CoverPage"><img alt="" src="/_layouts/15/IMAGES/icgen.gif">CoverPage</a><p>Form CPFIS/FMC/3</p><p>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. The e-Service may take you 10 minutes to complete.<br></p>00PDF, 96KB
Application for Inclusion of Authorised Fund Under CPFIS<a href="/Assets/members/Documents/CPFIS_AF.pdf" target="_blank"><img alt="" src="/_layouts/15/IMAGES/icpdf.png">CPFIS_AF.pdf</a><p>​Form CPFIS/AF</p><p>This form allows you to apply for the inclusion of Authorised Fund under CPFIS.</p>00PDF, 0.3MB
Application for Inclusion of Recognised Fund Under CPFIS<a href="/Assets/members/Documents/CPFIS_RF.pdf" target="_blank"><img alt="" src="/_layouts/15/IMAGES/icpdf.png">CPFIS_RF.pdf</a><p>​Form CPFIS/RF</p><p>This form allows you to apply for the inclusion of Recognised Fund under CPFIS.<br></p>00PDF, 0.2MB
Application for Inclusion of Investment-Linked Insurance Products (ILPs) under CPFIS<a href="/Assets/members/Documents/CPFIS_ILP1.pdf" target="_blank"><img alt="" src="/_layouts/15/IMAGES/icpdf.png">CPFIS_ILP1.pdf</a><a href="https://www.cpf.gov.sg/eSvc/Web/Schemes/InvestmentLinkedInsuranceProductsInclusion/Index"><img alt="" src="/_layouts/15/IMAGES/icgen.gif">Index</a><p>​Form CPFIS/ILP1</p><p>This form allows you to apply for the inclusion of Investment-Linked Insurance Products (ILPs) under CPFIS. The e-Service may take you 20 minutes to complete.<br></p>00PDF, 0.2MB
Application for Inclusion of Non-linked Insurance Products under CPFIS (Endowment or Annuity)<a href="/Assets/members/Documents/CPFIS_IP1.pdf" target="_blank"><img alt="" src="/_layouts/15/IMAGES/icpdf.png">CPFIS_IP1.pdf</a><a href="https://www.cpf.gov.sg/eSvc/Web/Schemes/InvestmentNonLinkedInsuranceProductsInclusion/Index"><img alt="" src="/_layouts/15/IMAGES/icgen.gif">Index</a><p>​Form CPFIS/IP1</p><p>This form allows you to apply for the inclusion of Non-linked Insurance Products (Endowment or Annuity) under CPFIS. The e-Service may take you 20 minutes to complete.<br></p>00PDF, 0.1MB
Application for Inclusion of Shares, Employee Share Option Scheme, Property Funds or Bonds under CPF Investment Scheme (CPFIS)<a href="/Assets/members/Documents/FormCPFISSB.pdf" target="_blank"><img alt="" src="/_layouts/15/IMAGES/icpdf.png">FormCPFISSB.pdf</a><p>FORM CPFIS/SB</p><p>This form allows you to apply for the inclusion of Shares, Employee Share Option Scheme, Property Funds or Bonds under CPFIS. </p>00PDF, 0.1MB
Application for Inclusion of Fixed Deposit Bank Under CPFIS <a href="/Assets/members/Documents/FormCPFISFD.pdf" target="_blank"><img alt="" src="/_layouts/15/IMAGES/icpdf.png">FormCPFISFD.pdf</a><p>​FORM CPFIS/FD</p><p>This form allows you to apply for the inclusion of Fixed Deposit Bank under CPFIS.</p>00PDF, 0.1MB
Application for Inclusion as Investment Administrator under CPF Investment Schemes (CPFIS)<a href="/Assets/members/Documents/FormCPFISIA.pdf" target="_blank"><img alt="" src="/_layouts/15/IMAGES/icpdf.png">FormCPFISIA.pdf</a><p>​FORM CPFIS/IA</p><p>This form allows you to apply for the inclusion as Investment Administrator under CPFIS.<br></p>00PDF, 0.1MB
Application for Inclusion of Gold Exchange Traded Fund under CPF Investment Scheme - Ordinary Account (CPFIS-OA) <a href="/Assets/members/Documents/FormCPFIS_GETF.pdf" target="_blank"><img alt="" src="/_layouts/15/IMAGES/icpdf.png">FormCPFIS_GETF.pdf</a><p>Form CPFIS/G-ETF </p><p>This form allows you to apply for the inclusion of Gold Exchange Traded Fund under CPFIS-OA.<br></p>00PDF, 0.2MB

 

 

CPFIS

 

 

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