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.

Some of the information contained herein including any expression of opinion or forecast has been obtained from or is based on sources believed by us to be reliable, but is not guaranteed and we do not warrant the adequacy, accuracy, reliability or completeness of such information obtained from or based on external sources. The information is given on the understanding that independent investment advice should be sought when making investment decisions; that it will not be relied on in the making of investment decision and that any person who acts upon it or otherwise changes his or her position in reliance thereon does so entirely at his or her own risk. This is not an offer to buy or sell or a solicitation or incitement of offer to buy or sell any securities referred to herein, save for BCT (MPF) Pro Choice, BCT (MPF) Industry Choice, BCT Premier Pooled ORSO Retirement Plan and their underlying constituent funds. It should also be appreciated that under certain circumstances the redemption of units/shares may be suspended. Investment involves, in particular, risks associated with investment in emerging and less developed markets. Please refer to the relevant prospectus for details. Past performance is not indicative of future performance.

Information contains on this webpage is for reference only. The views and opinions as expressed therein may vary as the market changes.

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