11 questions
CPF Investment Schemes
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?
Do Fund Management Companies/insurers need to submit a new undertaking in view of the new Total Expense Ratio caps?
Can a fund downgraded to List B resume accepting CPF monies once the fund's Total Expense Ratio meets the cap subsequently?
How frequent will CPF Board assess whether a fund can or cannot take in CPF monies?
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?
What are the admission criteria that fund management companies (FMCs) and insurance companies need to meet, in order to be included under CPFIS?
What does the Board's investment consultant look for when evaluating fund management companies (FMCs), insurance companies or their products?
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