Retirement Planning
                                                               
                                                               

                                                              Termination of Two Portfolios under “BCT Premier Pooled ORSO Retirement Plan”

                                                              "BCT ORSO U.S. Equity Index Fund" and "BCT ORSO European Equity Index Fund" under the BCT Premier Pooled ORSO Retirement Plan ("the Plan") will be terminated with effect from 11 May 2021.

                                                              If you hold any units in these two portfolios, please take prompt action as described below (details are stated in the relevant notice). In case you do not take relevant action by the deadline, your said units will be sold and invested in "BCT ORSO HK Dollar Cash Fund "of the Plan.

                                                               

                                                              For Employer

                                                              Please complete and submit the "Employer Change of Investment Instruction for Future Contributions / Fund Switching for Existing Balance Form".

                                                               

                                                              For Member

                                                              Please log in to the member website of the Plan, go to "Investment Switching", and select "Change Investment Mandate for Future Contributions", and / or "Switch Fund for Existing Balance".

                                                               

                                                              Key Dates

                                                               Investment Instruction  Key Dates
                                                               Change of Mandate and Switching Out Deadline  4:00p.m. on 5 May 2021
                                                               Termination of 2 Portfolios  11 May 2021

                                                               

                                                               

                                                               

                                                               

                                                              Please take necessary action now if applicable. To learn more about the termination, please read the "Notice to Participating Employers and Members" or call the ORSO Plan Hotline at 2298 9389.


                                                              Introduction

                                                              Retire on Your Own Terms – Let BCT help you plan a fulfilling retirement

                                                              Whether you are just starting to work or you are well into your career, now is a good time to discover if you are on the right track to retire comfortably. Use the following resources and find out what you need to live your dream retirement.

                                                              Take the first step to your retirement planning

                                                              Living for another 30 to 40 years after work is not impossible. Want to know whether you are on the right track and how should one start preparing?

                                                              What type of investor are you?

                                                              All investments involve risk and risk tolerance varies by individuals. Depending on your retirement goals, income, age and investment aggressiveness, you will fall into one of the following categories. Select the option that applies most to you:

                                                              Are you on the right path for retirement?

                                                              No matter your age, it's always a good idea to make sure you’re on track for retirement. Use our retirement calculator to find out how much you need to live the retirement you want and how to get there.