Invest in Unit Trust via EPF Member Investment Scheme (EPF-MIS)

Do you know that you can also invest in Unit Trust based via EPF-MIS?

How does it work?

Let me help doing the simple calculation for you.

Investor Z
Age: 33
Total amount in EPF Account 1: RM100,000

Amount of maximum investment based on the above data:

RM12,600.

How do i get the figures?

If you refer below table, and pay attention to the Age & Basic Savings.

Age 33, RM37,000 correct?

So here is the formula where we get the maximum investment amount for the EPF Member Investment Scheme.

20% x (Account 1 EPF Balance - Basic savings)

ie: 20% x (RM100,000 - RM37,000)

RM12,600
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Please visit the official public mutual website for fund which are open for EPF-MIS.

HERE


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Alternatively, you can always PM me (like my fb page first) / email / whatsapp / sms / call and let me do the calculation for you.

Cheers Dear!!!!

Tasha

 natashabaharom@gmail.com