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?
Your company can apply to include the fund under List A if it undertakes to cap the TER of the fund with effect from the date it is launched for CPF subscription. The Letter of undertaking is attached below:
| FMCs | Insurers |
| UT Inclusion of new fund under List A (PDF, 0.2MB) | ILP Inclusion of new fund under List A (PDF, 0.2MB) |
This information is sourced from CPF
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?
What actions do I (as a CPFIS investor) need to take due to reduction in Total Expense Ratio caps?
Will a fund be excluded from CPF Investment Scheme due to not meeting the Total Expense Ratio cap subsequent to the inclusion?
What is the relevant reporting period (of audited expense ratio) that fund managers are required to submit?
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