cpf
A Singapore Government Agency Website
Back to home
Updated by CPF Contact us
Will a fund be excluded from CPF Investment Scheme due to not meeting the Total Expense Ratio cap subsequent to the inclusion?
The fund will remain under CPF Investment Scheme (as List B fund) but it will not be allowed to take in CPF new monies. However, the company will have to provide the fund’s investors with options to hold, redeem or make free switches within 3 months from informing the CPF Board of not meeting Total Expense Ratio caps.
This information is sourced from CPF.
Related questions
What actions do I (as a CPFIS investor) need to take due to reduction in Total Expense Ratio caps?
Will there still be a range of funds for CPF investors to choose from?
cpf
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?
cpf
Can a fund downgraded to List B resume accepting CPF monies once the fund's Total Expense Ratio meets the cap subsequently?
cpf
Need more help?
Describe your issues to us.
