Guide: CPF Investment Account

Investor Monkey - Book of Investment

Investor Monkey - CPF LogoUnder the CPF Investment Scheme (CPFIS), CPF members are allowed to use their CPF savings in their Ordinary Account (OA) or Special Account (SA) to make investments in various investment products. To make an investment using the savings from CPF-OA, the CPF member will have to open a CPF Investment Account with one of the three CPFIS agent banks.

Transaction Cost

Transaction DBS OCBC UOB
Fixed Deposit, Fund Management Accounts & Insurance Policy S$2.50 per transaction S$2.50 per transaction S$2.00 per transaction
Shares, Loan Stock & Unit Trust S$2.50 per 1,000 shares/units or part thereof, subjected to a maximum of S$25 per transaction S$2.50 per 1,000 shares/units or part thereof, subjected to a maximum of S$25 per transaction S$2.00 per 1,000 shares/units or part thereof, subjected to a maximum of S$20 per transaction

Service Charge

Service Charge DBS OCBC UOB
Fixed Deposit, Fund Management Accounts & Insurance Policy S$2.00 per counter per quarter, subject to minimum charge of S$5 S$2.00 per counter per quarter S$2.00 per counter per quarter
Shares, Loan Stock & Unit Trust S$2.00 per counter per quarter, subject to minimum charge of S$5 S$2.00 per counter per quarter S$2.00 per counter per quarter

For more information, you could access the individual bank’s CPF Investment Account product page:

1 thought on “Guide: CPF Investment Account”

Leave a Reply

Your email address will not be published. Required fields are marked *