Market volatility is very often driven by events that are beyond our control. Investors need to regularly assess the risk tolerance level and fine-tune the investment portfolios if appropriate. Review yours now by completing the risk assessment questionnaire and viewing the model portfolio provided by "BCT iPortfolio". The model portfolio has been updated with the latest house views that reflects the ever-changing investment market.
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Operators of an MPF Scheme
Plan Sponsor BCTF
Trustee BCTC
Administrator BCTC
Custodian BCTC
Fund Manager
Plan Sponsor BCTF
- Determine pricing structure & fee discount for clients
- Design MPF scheme including selecting fund managers & investment choices for members
- Establish performance benchmarks for constituent funds
- Promote / market the scheme and provide member service
Trustee BCTC
- Perform fiduciary & statutory duties, diligently and responsibly
- Appoint administrator, fund manager & custodian, oversee & monitor such service providers
- Hold title to trust assets on behalf of scheme members & authorise benefit payments
- Regulatory & compliance reporting
Administrator BCTC
- Keep proper accounts & records of scheme / members / investment funds
- Provide members with benefit statements and relevant information on a regular basis
- Calculate net asset value per unit of trust funds
Custodian BCTC
- Safekeep underlying securities & cash
- Settle purchase / sale of securities
- Act on trustee’s instruction
- Appoint appropriate sub-custodian
Fund Manager
- Provide independent investment management
- Formulate investment policy, strategy & benchmarks
- Comply with respective investment guidelines / regulations & investment policies
- Monitor investment restrictions
Plan Sponsor BCTF
Plan Sponsor BCTF
- Determine pricing structure & fee discount for clients
- Design MPF scheme including selecting fund managers & investment choices for members
- Establish performance benchmarks for constituent funds
- Promote / market the scheme and provide member service
Trustee BCTC
Trustee BCTC
- Perform fiduciary & statutory duties, diligently and responsibly
- Appoint administrator, fund manager & custodian, oversee & monitor such service providers
- Hold title to trust assets on behalf of scheme members & authorise benefit payments
- Regulatory & compliance reporting
Administrator BCTC
Administrator BCTC
- Keep proper accounts & records of scheme / members / investment funds
- Provide members with benefit statements and relevant information on a regular basis
- Calculate net asset value per unit of trust funds
Custodian BCTC
Custodian BCTC
- Safekeep underlying securities & cash
- Settle purchase / sale of securities
- Act on trustee’s instruction
- Appoint appropriate sub-custodian
Fund Manager
Fund Manager
- Provide independent investment management
- Formulate investment policy, strategy & benchmarks
- Comply with respective investment guidelines / regulations & investment policies
- Monitor investment restrictions
Operators of an MPF Scheme
Plan Sponsor BCTF
- Determine pricing structure & fee discount for clients
- Design MPF scheme including selecting fund managers & investment choices for members
- Establish performance benchmarks for constituent funds
- Promote / market the scheme and provide member service
Trustee BCTC
- Perform fiduciary & statutory duties, diligently and responsibly
- Appoint administrator, fund manager & custodian, oversee & monitor such service providers
- Hold title to trust assets on behalf of scheme members & authorise benefit payments
- Regulatory & compliance reporting
Administrator BCTC
- Keep proper accounts & records of scheme / members / investment funds
- Provide members with benefit statements and relevant information on a regular basis
- Calculate net asset value per unit of trust funds
Custodian BCTC
- Safekeep underlying securities & cash
- Settle purchase / sale of securities
- Act on trustee’s instruction
- Appoint appropriate sub-custodian
Fund Manager
- Provide independent investment management
- Formulate investment policy, strategy & benchmarks
- Comply with respective investment guidelines / regulations & investment policies
- Monitor investment restrictions
