Forms - BCT Group

CSOP Asset Management Limited

CSOP Asset Management Limited ("CSOP") was established in Hong Kong in January 2008 as the first offshore subsidiary established by one of the largest Chinese asset management companies with parent company total AUM of US$ 266 billion as of 31 December 2022. As a dedicated homegrown ETF issuer and Greater China investment solutions provider, CSOP is committed to serving investors such as sovereign wealth funds, pensions, insurance, and endowments globally. As of 31 December 2022, the total AUM of CSOP is over US$ 12.6 billion, making it the second largest ETF Issuer by AUM in Hong Kong.

Source: CSOP as at 31 December 2022.

Manager Introduction

Multi-Manager Investing

You work hard for your money so let us help it grow. By trusting BCT with your assets, you are investing in quality fund management. That is why we have carefully selected ten well-known, trusted, and independent fund managing companies and guarantor to help grow your MPF and ORSO funds. These companies are completely unaffiliated with BCT by way of ownership or partnership, so you can be assured that we are looking out only for your interests only.

To select our fund managers and guarantor, we carefully vet their performance, track records and credentials, including investment philosophy, strategy, expertise, resources, consistency, ethics and compliance. We understand that it’s impossible to entirely predict the market, so in order to maintain consistent, reliable performance, we regularly review managers and their strategies to work on getting you consistent returns.

FIL Investment Management (Hong Kong) Limited

Fidelity International offers investment solutions and services and retirement expertise to more than 2.8 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $574.9 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

Source: Fidelity, as at 31 March 2022.

Taikang Asset Management (Hong Kong) Company Limited

Taikang Asset Management (Hong Kong) Company Limited (referred as "Taikang Asset (Hong Kong)"), a wholly-owned subsidiary of Taikang Asset Management Company Limited (referred as "Taikang Asset"), was established in November 2007. As of December 31, 2021, the size of total assets under management (referred as "AUM") of Taikang Asset has exceeded USD 433.67 billion, as one of the largest asset management company in China. The size of pension AUM has exceeded USD 100 billion, making Taikang Asset one of the largest pension manager in China.

Taikang Asset has extensive investment experience across multiple sectors and a wide range of asset classes, including fixed income, equities, offshore assets, infrastructure and real estate, stocks, and other financial instruments. Taikang Asset offers its investment products and services for includinge insurance asset management, pension fund management, enterprise annuities, occupational annuities, alternative project investments, wealth management, asset management, pension products, QDII separate accounts, and mutual funds. Taikang Asset has developed a client service infrastructure on the basis of client centricity and has faithfully implemented the service list assurances. The Company is committed to improving clients' investment experience through closed-loop client relationship management.

Source: Taikang Asset (Hong Kong), as at 31 December 2021

Allianz Global Investors Asia Pacific Limited

Allianz Global Investors Asia Pacific Limited ("Allianz Global Investors") is one of the world's leading active asset managers, operating across 23 locations worldwide, and with specialized in-house research teams around the globe. It has more than EUR673 billion in AUM for individuals, families and institutions worldwide and employ more than 700 investment professionals. (As at 31 Dec 2021)

Our mission is simple: through tailored solutions and a flexible and advisory approach, we seek to elevate our clients' experience of active asset management – as stated in our brand promise: "Value. Shared."

Source: Allianz Global Investors as at 31 Dec 2021.

Forms	Reference	Sample	Download
Member Enrollment Form (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]	AP (REE) - MT
Member Enrollment Form (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice]	AP (REE) - IS
Application Form - Casual Employee (and CRS Self-Certification)	AP (CEE)
Industry Classification Form [To be completed with "Application Form - Casual Employee" if necessary]	IC-I (ALL)

Forms	Reference	Sample	Download
Application Form – Tax Deductible Voluntary Contribution (TVC) (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]	AP (TVC) – MT
Application Form – Tax Deductible Voluntary Contribution (TVC) (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice]	AP (TVC) – IS
Application Form – Special Voluntary Contribution (SVC) (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]	AP (SVC) – MT
Application Form – Special Voluntary Contribution (SVC) (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice]	AP (SVC) - IS
Change of Direct Debit Instruction Notification Form – Special Voluntary Contribution (SVC) / Tax Deductible Voluntary Contribution (TVC)	DDA-IU (SVC/TVC)
Tax Deductible Voluntary Contribution (TVC) Payment Note	PN (TVC)
Special Voluntary Contribution Payment Note	PN (SVC)
Scheme member's request for transfer of Tax Deductible Voluntary Contributions (TVC) (F.IV.3)

Forms	Reference	Download
Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form [Master Trust Scheme - BCT (MPF) Pro Choice]	FS (MEM) - MT
Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form [Industry Scheme - BCT (MPF) Industry Choice]	FS (MEM) - IS
Information Update Form (For Scheme Member)	IU (MEM)
Change of Voluntary Contributions Form (For Scheme Member)	IU (MEM) - VC
MPF Account Balance SMS Service Registration Reply Slip (For Scheme Member)	SMS (MEM)
CRS Self-Certification– Individual

Forms	Reference	Download
PIN Re-generation Request Form (For Scheme Member)	PIN (MEM)
Re-issuance of Cheque / Account Document Request Form	FEE (ALL)

Forms	Reference	Sample	Download
Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death (For Scheme Member)	ABD(MEM)-W(O)
Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Attaining the Retirement Age of 65 or Early Retirement (For Scheme Member)	ABD (MEM)-W(R)
Request for Fund Transfer Form (For self-employed person, personal account holder or employee ceasing employment) and Statement of Authentication	RFT (MEM)
Employee Choice Arrangement ("ECA") - Transfer Election Form and Statement of Authentication	MPF(S)-P(P)
Request for Withdrawal Form (For “Special Voluntary Contribution”) [Master Trust Scheme - BCT (MPF) Pro Choice]	FR (SVC) - MT
Request for Withdrawal Form (For “Special Voluntary Contribution”) [Industry Scheme - BCT (MPF) Industry Choice]	FR (SVC) - IS
Withdrawal of Your Accrued Benefits – Relating Forms
Scheme Member's Request for Account Consolidation Form (For Consolidating Multiple Personal Accounts into One Account)
BCT (Pro) Age 65 Plus Fund Withdrawal Instruction Form (For Personal Account member / Special Voluntary Contributions account member / Tax Deductible Voluntary Contributions account member (applicable to claiming accrued benefits upon reaching the ag	RWI (PA/SVC/TVC)