CPF Investment Account
Grow your CPF returns
Invest in your future. Get more out of your retirement savings when you invest your CPF Ordinary Account funds with us.
Revision of Terms and Conditions Governing CPF Investment Accounts
With effect from 10 April 2021, the Terms and conditions governing CPF Investment Accounts will be revised to include terms relating to Compliance and Sanctions.
Proxy voting submission for shareholders
Shareholders who wish to vote at their respective company’s meeting may submit a form to appoint the Chairman of the meeting to vote on their behalf. Submissions must be done at least 7 business days before the date of the meeting.
Submit form
Invest in financial products
Make your CPF funds work harder by investing your CPF Ordinary Account savings (excluding the first S$20K) for higher returns.
We will coordinate your CPF Ordinary Account requests for you
We will settle all your investment transactions, including liaising between CPF Board and organisations like broking firms, banks, insurance companies, fund management companies and bond dealers.
Invest using the funds from your CPF Ordinary Account (first S$20,000 cannot be invested):
- Up to 35% of your investible savings
- Up to 10% of your investible savings
| Up to 100% of your investible savings |
|
| Up to 35% of your investible savings |
|
| Up to 10% of your investible savings |
|
| Up to 100% of your investible savings |
| Up to 35% of your investible savings |
| Up to 10% of your investible savings |
Eligibility requirements
Minimum age
18 years old
Documents required
NRIC for Singaporeans and Singapore PRs
Additional document
Include any one of the following documents
- Phone bill
- Half-yearly CPF statement
- Any bank statement
CPF Investment Scheme Self-Awareness Questionnaire
A print-out of your CPF Investment Scheme Self-Awareness Questionnaire status. You can obtain this here
Fees
Service charge
S$2 per counter, every quarter if your CPF Investment Account has any of these
- Shares
- Loan stocks
- Unit trusts
- Singapore government securities
- Fixed deposits
- Fund management accounts
- Insurance policies
- Statutory board bonds
Transaction charges
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Terms and conditions
Important notices
This advertisement has not been reviewed by the Monetary Authority of Singapore.
Information presented as at 14 February 2020.
Apply for a CPF Investment Account with OCBC
or visit us at a branch with these documents.
General
For new customers
Apply easily using SingPass login, no uploading of documents required.
If you do not have a SingPass, you can apply online with these documents
-
For Singaporeans and PRs:
- NRIC
-
Additional documents
Include any one of the following documents:- Phone bill
- Half-yearly CPF statement
- Any bank statement
-
CPF Investment Scheme Self-Awareness
Self-Awareness Questionnaire:- A print-out of your CPF Investment Scheme Self-Awareness Questionnaire status. You can obtain this here.
For OCBC customers
If you have a current or savings account with us, you can apply easily via Internet Banking with only a few clicks.
Please download OCBC Mobile Banking app
Alternatively, you may log in to OCBC Digital via desktop
For Singaporeans and Singapore PRs:
NRIC
Include any one of the following documents:
Phone bill
Half-yearly CPF statement
Any bank statement
CPF Investment Scheme Self-Awareness Questionnaire:
A print-out of your CPF Investment Scheme Self-Awareness Questionnaire status. You can obtain this here
General disclaimer
- The opinions or views expressed in this document are expressed by the third parties identified, and do not represent our view.
- This information is intended for general circulation only. It does not consider the specific investment objectives, financial situation or needs of anyone.
- Before you make an investment, you should speak to your OCBC Relationship Manager who will assess whether the products are suitable to you based on your investment objectives, financial situation or needs.
- If you choose not to do so, you should consider if the investment product is suitable for you.
- We are not making an offer, solicit to buy or sell or subscribe for any security or financial instrument, enter into any transaction or participate in any trading or investment strategy with you through this document.
- We do not guarantee the accuracy of this information at any time. All of the information here may change any time without notice.
- We are not responsible for any loss or damage arising from this information.
- Investment are subject to investment risks, including the possible loss of the principal amount invested.
- Any reference to a company, financial product or asset class is used for illustrative purposes and does not represent our recommendation in any way.
- The information in this document must not be reproduced or shared without our written agreement.
- The Bank, its related companies, their respective directors and/or employees (collectively “Related Persons”) may or might have in the future interests in the investment products or the issuers mentioned herein. Such interests include effecting transactions in such investment products, and providing broking, investment banking and other financial services to such issuers. The Bank and its Related Persons may also be related to, and receive fees from, providers of such investment products.
- This advertisement has not been reviewed by the Monetary Authority of Singapore.