Retirement Mutual Fund (RMF)
Investment Growth Opportunity with Tax Saving Benefits
Retirement Mutual Fund (RMF)
- Investment TargetRetirement target (>10 years)
- Investment PolicyAll types of securities
- Holding PeriodMust invest for no less than 5 years and hold until the age of 55 years
- Investment ConditionMust invest every year or every other year
- Tax Deduction Condition*Not exceeding 30% of assessable income and not more than 500,000 baht
- Minimum Investment AmountNo minimum investment required
- Effective PeriodNot specified
*When combined with other tax-privileged retirement funds, such as the Provident Fund (PVD), the Government Pension Fund (GPF), the Private Teacher Aid Fund Contribution, and the National Savings Fund (NSF), the total should not exceed 500,000 Baht.
Retirement Mutual Fund (RMF)
Select one of our Retirement Mutual Funds to find out more information.
Important information.
For investment in RMF/SSF for tax deduction since 2022 onwards, investors must notify their intention to apply for tax deduction to the asset management company.
From January 1, 2022 onwards, investors of Retirement Mutual Fund (RMF) and Super Savings Fund (SSF) must submit a request for tax deduction through the following channels. You can fill out the form only once without having to repeat every year. In order not to miss the opportunity for tax deduction, you can register today. This is in accordance with the Revenue Department’s new rules to request proof of purchase of investment units directly from the asset management company.