Do Fund Management Companies/insurers need to submit a new undertaking in view of the new Total Expense Ratio caps?

Updated by CPF 2y ago

There is no need to submit a new undertaking. The previous undertaking continues to be valid for existing List A funds under CPF Investment Scheme.

This information is sourced from CPF.

Topics:

Employer - Business Partners CPF Investment Schemes

Related questions

What actions should Fund Management Companies/insurers take if their existing CPF Investment Scheme List A funds are unable to comply with the Total Expense Ratio (TER) caps?

Will a fund be excluded from CPF Investment Scheme due to not meeting the Total Expense Ratio cap subsequent to the inclusion?

Can my company apply for the new fund to be included under the CPF Investment Scheme if its last audited Total Expense Ratio (TER) does not meet the TER cap?

What is the relevant reporting period (of audited expense ratio) that fund managers are required to submit?

Need more help?

Describe your issues to us.