How frequent will CPF Board assess whether a fund can or cannot take in CPF monies?
CPF Board will assess whenever a fund’s audited financial statements become available (i.e. yearly basis for most funds). A company that wishes to have its fund assessed more frequently may submit to CPF Board the fund’s semi-annual audited financial statements according to its accounting period. The company must ensure that all subsequent published Total Expense Ratios (TERs) of its funds are also in line with the TER cap.
This information is sourced from CPF
Related questions
How does CPF Board currently assess whether funds admitted are still suitable to remain in CPF Investment Scheme (CPFIS)?
Can a fund downgraded to List B resume accepting CPF monies once the fund's Total Expense Ratio meets the cap subsequently?
Will the new admission criteria be applied to existing funds under CPF Investment Scheme?
What is the relevant reporting period (of audited expense ratio) that fund managers are required to submit?
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