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                                                              MPF/ORSO
                                                               
                                                               

                                                              DIS Launches on 1 April – New Forms Are Available

                                                              The Default Investment Strategy (DIS) will be launched on 1 April 2017, as the default arrangement in every MPF scheme. As the DIS and the funds under the DIS (i.e. Core Accumulation Fund and Age 65 Plus Fund) are new investment choices, quite a number of relevant forms have been updated. To ensure the requests are handled smoothly and in a timely manner, employers and members are reminded to use the new forms starting from 1 April.

                                                               

                                                              For Employers

                                                              In particular, please be reminded to use the new "Member Enrolment Form" for enrolling your staff to the MPF scheme.

                                                              For Members

                                                              If you would like to make any fund switching related requests, please use the new "Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form".

                                                               

                                                              All NEW FORMS are now available for download here.

                                                              To learn more about the DIS, please visit our DIS tab.

                                                              Employer
                                                              Self-employed person

                                                              Please call our Employer Hotline at 2298 9388 for details. Our representatives will also be glad to meet you in person to discuss your specific needs and to assist you to set up a plan with BCT.

                                                              Start Up Kit

                                                              Start Up Kit

                                                              You can download the start up kit to set up the plan.

                                                              Update Company Information

                                                              To keep you and your employees informed of the latest MPF related information and investment performance, please keep us updated of your company details including:

                                                              1. Company name
                                                              2. Correspondence address
                                                              3. E-mail address
                                                              4. Contact person and contact telephone number
                                                              5. Any other relevant information

                                                              You are also advised to change the authorised signer of your company resulting from staff movement.

                                                              What to Do

                                                              Step 1
                                                              Complete Form
                                                              Complete Form
                                                              Step 2
                                                              Submission
                                                              Submission

                                                              Send the original forms to us as soon as the information becomes effective.

                                                              If you are self-employed person, you can simply call our Member Hotline at 2298 9333 or visit any branch of our servicing banks. For details, please click here.

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