From 6 June 2024, the MPF services provided through the Automatic Teller Machine (ATM) and Cheque Deposit Machine (CDM) by Nanyang Commercial Bank Limited (NCB) will be suspended.

MPF customers are encouraged to manage their MPF schemes and/or accounts via other digital platforms in order to enjoy the efficiency and convenience. You may register as “e-Member” at our website or mobile apps and please visit our ‘e-Member’ and video guide for details.

Should you have any queries, please contact our customer service representative on 2929 3030 or 2929 3366.

Leveraging its expertise in the ETF businesses, BOCI Prudential successfully establishes an innovative end-to-end servicing model by providing digital asset ETF custody services for the spot Virtual Asset ETFs in Hong Kong.

Currently as the only custodian and fund administrator in support of the launching spot Virtual Asset ETFs, BOCI Prudential demonstrates its leading role in the industry and plays an indispensable and pivotal role in meeting the fast-growing demands of a new asset class.  We are very pleased to have added values to the successful launch of the six virtual asset ETFs, where Hong Kong makes a significant milestone to lead the development of digital asset investment in Asia as well as globally.

Please click here to view the Press Release.

To enhance our services on handling of MPF documents, if customer submit MPF documents via designated MPF Document Receiving Branch of BOC(HK), Nanyang Commercial Bank and Chiyu Banking Corporation), please seal the MPF documents in an envelope and put it into the Drop Box at the branch** or submit according to the arrangement of the branch, please specify "BOCI-Prudential Trustee Limited - MPF" or "BOCI - MPF" on the envelope.

**Drop in box is subject to the availability of designated MPF Document Receiving Branch

Nowadays, there are endless fraud methods. Members should be more vigilant, protect their personal information carefully, and always be aware of unsolicited calls. If the identity of the caller or MPF intermediary is in doubt, you can contact the service provider directly to verify the identity of the caller. Do not trust unidentified callers and provide personal information to them before caller’s identity is verified. Before signing a document, members should also ensure that they have fully read and understood the whole document and avoid signing on blank or unfinished document.

Members should also aware of suspected crime syndicates that offer to help make early withdrawal of MPF accrued benefits through unsolicited calls, text messages or social media posts to avoid losses.

Please note that our service hours for Customer Service Hotline and Customer Service Centre on Lunar New Year's Eve (Friday, 9 February 2024) will be changed to 9am to 4pm.

Should you have any queries, please contact our customer service representative on 2929 3030 or 2929 3366.

We will send letters to self-employed persons (‘SEP’) by batches starting from 16 January 2024 to provide the details and proof of their relevant income for the purpose of calculating mandatory contribution, and to select whether to make contribution on a yearly or monthly basis for the next scheme year (from 1 April 2024 to 31 March 2025).

Please be reminded that if we do not receive the completed Declaration of Relevant Income before 29 February 2024 we will presume that the relevant income of the SEPs concerned will remain unchanged as last scheme year. The maximum relevant income level is subject to change of legislation from time to time, and the current maximum mandatory contribution amount is HKD1,500 per month or HKD18,000 per year.

Should you have any queries, please contact our customer service hotlines on 2929 3030 or 2929 3366.

To enhance our service quality, we will conduct system enhancement from 9:00 am to 07:00 pm on 20 January 2024 (Saturday). During this period of time, our IVRS will be temporarily suspended. Mobile apps (including MPF, ORSO and e-Form) , email and web services (including online login and MPFI login portal) will remain in service. We apologize for any inconvenience caused.

BOCI-Prudential Trustee Limited (‘BOCPT’) found fraudulent websites which seek to pass off as BOCPT, and can be searched and accessed through internet search engines. Customers are advised to always stay vigilant about scams.

Please note that www.bocpt.com is the ONLY official website of BOCPT. We have not authorised any agent or third party to use any of our materials and trademarks to set up other websites.

Should you have any doubts, please contact our customer service hotlines on 2929 3030 or 2929 3366 or email to mpf@bocpt.com for verification. Please click here for more security information.

In making contributions to the MPF schemes and/or accounts, employers/self-employed persons or members can choose to pay either by direct debit authorisation or cheque.

Direct debit authorisation

To set up the autopay arrangement for your contributions to the MPF schemes and/or account, simply complete and return the 'Direct Debit Authorisation Form’ to us. You can settle the contributions by direct debit after the autopay arrangement has been setup.

Cheque

To pay the contributions by cheque, simply submit a valid cheque with clear and correct information to us. Please prepare a crossed cheque payable to ‘BOCI-Prudential Trustee Limited’ with MPF Scheme Number marked at the back of the cheque.

For e-Cheque, you may deposit it via MPF (Employer/SEP) Account on our website or e-Cheque Drop Box of BOC(HK).

For physical cheque, you may deposit it through the cheque deposit machines of BOC(HK) or send your cheque to us by post.

Do not forget below tips in making payment for the contributions:

1. Payment types such as CASH, bearer cheques, post-dated cheques or cashier orders are not accepted.
2. Cheques with incorrect or incomplete information will be considered as invalid and will not be accepted.
3. Ensure sufficient funds in the bank account for cheque settlement or direct debit.
4. Ensure the amount payable does not exceed your bank limit for direct debit.

Please refer to ‘Notice on MPF Contributions’ for the details. Should you have any queries, please contact our customer service representative on 2929 3030 or 2929 3366.

Please note that our service hours for Customer Service Hotline and Customer Service Centre on Winter Solstice (Friday, 22 December 2023) will be changed to 9am to 4pm.

Should you have any queries, please contact our customer service representative on 2929 3030 or 2929 3366.

Bank of China (Hong Kong) Limited (“BOCHK”), together with its subsidiary, BOCI-Prudential Trustee Limited (“BOCPT”), and BOCI-Prudential Asset Management Limited (“BOCIPAM”), have become pioneering participants onboarding HKEX Synapse, a settlement acceleration platform developed by Hong Kong Exchanges and Clearing Limited (“HKEX”) for Shenzhen-Hong Kong Stock Connect and Shanghai-Hong Kong Stock Connect. The partnership underscores a joint effort to support the digitalization of post-trade activities, facilitating easier and more efficient market access between the Chinese mainland and Hong Kong.

Please click here to view the Press Release.

The On-going Cost Illustrations for BOC-Prudential Easy-Choice MPF Scheme have been updated (Issued: 29 Sep 2023). Starting from the issue date, clients can obtain the updated document from “Download and Tools” under our website www.bocpt.com.

Should you have any queries, please contact our customer services representative at MPF Administration Hotline: 2929 3030.

The On-going Cost Illustrations for My Choice MPF Scheme have been updated (Issued: 29 Sep 2023). Starting from the issue date, clients can obtain the updated document from “Download and Tools” under our website www.bocpt.com.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline: 2929 3366.

Please note that our service hours for Customer Service Hotline and Customer Service Centre on Mid-Autumn Festival (Friday, 29 September 2023) will be changed to 9am to 4pm.

Should you have any queries, please contact our customer service representative on 2929 3030 or 2929 3366.

Please note that due to the closing of banks in Hong Kong on 8 September 2023 as a result of a Black Rainstorm warning, according to the relevant provision of the MPF scheme brochure of the relevant MPF schemes, it is not a dealing day of the constituent fund on that day. The valuation and trading of all constituent funds will be suspended accordingly. All transaction instructions received on that day will be processed on the next business day. Should you have any queries, please contact our customer services representatives at MPF hotline on 2929 3030 or 2929 3366.

Please note that due to the closing of banks in Hong Kong on 1 September 2023 as a result of a typhoon signal number 8 or above, according to the relevant provision of the MPF scheme brochure of the relevant MPF schemes, it is not a dealing day of the constituent fund on that day. The valuation and trading of all constituent funds will be suspended accordingly. All transaction instructions received on that day will be processed on the next business day. Should you have any queries, please contact our customer services representatives at MPF hotline on 2929 3030 or 2929 3366.

Please note that due to the closing of banks in Hong Kong on 17 July 2023 as a result of a typhoon signal number 8 or above, according to the relevant provision of the MPF scheme brochure of the relevant MPF schemes, it is not a dealing day of the constituent fund on that day. The valuation and trading of all constituent funds will be suspended accordingly. All transaction instructions received on that day will be processed on the next business day. Should you have any queries, please contact our customer services representatives at MPF hotline on 2929 3030 or 2929 3366.

The contribution day for the MPF contribution of March 2023 falls on 11 April 2023 (Tuesday). While the public holidays for Ching Ming Festival and Easter are coming soon, there are 4 business days (ie 3rd, 4th, 6th and 11th) between the 1st and 11th of April, employers are reminded to submit the remittance statement and make the contribution payment on or before the contribution deadline. Employers who submit remittance statements and/or cheques by mail, please reserve sufficient time for document delivery and contribution processing (at least 3 working days) to avoid any delay.

Should you have any queries, please contact our customer service representative on 2929 3030 or 2929 3366.

We will send letters to self-employed persons (‘SEP’) by batches starting from 13 January 2023 to provide the details and proof of their relevant income for the purpose of calculating mandatory contribution, and to select whether to make contribution on a yearly or monthly basis for the next scheme year (from 1 April 2023 to 31 March 2024).

Please be reminded that if we do not receive the completed Declaration of Relevant Income before 28 February 2023 we will presume that the relevant income of the SEPs concerned will remain unchanged as last scheme year. The maximum relevant income level is subject to change of legislation from time to time, and the current maximum mandatory contribution amount is HKD1,500 per month or HKD18,000 per year.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline: 2929-3030 / 2929-3366.

While you may already be experiencing the efficiency and convenience brought by various electronic channels in the digital era, BOCI-Prudential Trustee Limited (‘BOCPT’) is committed to enhance the electronic notification service gradually by sending an email notification* to ‘e-Member’ who opted for email as the e-Alert method, in assisting MPF members to manage their MPF accounts with ease. From late December 2022 onwards, the relevant employees will receive an email notification when the allocation of fund units to their MPF contribution accounts for their MPF contributions paid by their employers is completed.

* The enhanced service is applicable to the employee contribution account and the member has registered as ‘e-Member’ who opted for email as the e-Alert method.

To enjoy the electronic notification services, please enrol to ‘e-Member’ service and provide email address in our record to receive notification! Please visit our ‘e-Member’ and video guide for details.

Should you have any queries, please contact our customer service representative on 2929 3030 or 2929 3366.

In case of any inconsistency, the English version of this notification shall prevail.

Please note that our service hours for Customer Service Hotline and Customer Service Centre on Winter Solstice (Thursday, 22 December 2022) will be changed to 9am to 4pm.

Should you have any queries, please contact our customer service representative on 2929 3030 or 2929 3366.

To enhance our service quality, we will conduct system enhancement from 10:00 pm to 00:00 am on 17 December 2022 (Saturday). During this period of time, our Interactive Voice Response System, mobile apps (including MPF, ORSO and e-Form) , email and web services (including online login and MPFI login portal) will be temporarily suspended. We apologise for any inconvenience caused.

To enhance our service quality, we will conduct system enhancement from 9:00 pm to 00:00 am on 26 November 2022 (Saturday). During this period of time, our Interactive Voice Response System, mobile apps (including MPF, ORSO and e-Form), email and web services (including online login and MPFI login portal) will be temporarily suspended. We apologise for any inconvenience caused.

The 'Total Retirement Solution for Post-Retirement' has been rolled out under the BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme on 21 November 2022. For details, please refer to the Press Release, Notice to Participating Employers and Members and the Third Addendum to the MPF Scheme Brochure.

To enhance our service quality, we will conduct system enhancement from 9:00 pm to 11:00 pm on 12 November 2022 (Saturday). During this period of time, our Interactive Voice Response System, mobile apps (including MPF, ORSO and e-Form) , email and web services (including online login and MPFI login portal) will be temporarily suspended. We apologise for any inconvenience caused.

The MPF Scheme Brochure of BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme will be changed, including but not limited to the amendments in relation to the establishment of a new constituent fund, namely BOC-Prudential Hong Kong Stable Retirement Fund, regular withdrawal option for eligible retired members and unit rebate for eligible retired members who invest in the BOC-Prudential Hong Kong Stable Retirement Fund and elect the regular withdrawal option etc. The changes will become effective from 21 November 2022.

For the amendment details, please refer to the Notice to Participating Employers and Members, the Third Addendum to the MPF Scheme Brochure and the Frequently Asked Questions (For member's reference only). The Notice to Participating Employers and Members, the latest version of the MPF Scheme Brochure together with the First Addendum, the Second Addendum and the Third Addendum, the Key Scheme Information Document and the trust deed are also available at our Customer Service Centre, or can be downloaded from our website www.bocpt.com.

Should you have any queries, please call Easy-Choice MPF Application and Fund Hotline at 2280 8686 (for matters relating to product features or fees) or Easy-Choice MPF Administration Hotline at 2929 3030 (for enquires relating to regular withdrawal option, application procedures or other administration related matters).

To better adapt with the rapid advancement of technology, customers manage their MPF account through smartphone applications, or provide trustees with local mobile phone numbers as one of the contact methods to facilitate any follow-up on MPF matters. Customers please be aware that all the existing SIM card (including SIM cards for voice, data and/or SMS services) users are required to complete real-name registration on or before 23 February 2023, or otherwise the SIM cards will be deactivated after the aforementioned deadline. We encourage customers (if applicable) to complete real-name registration for their SIM cards as soon as possible prior to the deadline in order to continue the management of MPF accounts and receive the updated MPF information through smartphones.

For details of the Real-name Registration Programme, please refer to the ‘Real-name Registration Programme for Subscriber Identification Module (SIM) Cards’ section of the website of the Office of the Communications Authority.

Should you have any queries, please contact our customer service representative on 2929 3030 or 2929 3366.

The On-going Cost Illustrations for My Choice MPF Scheme have been updated (Issued: 30 Sep 2022). Starting from the issue date, clients can obtain the updated document from “Download and Tools” under our website www.bocpt.com.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline: 2929 3366

The On-going Cost Illustrations for BOC-Prudential Easy-Choice MPF Scheme have been updated (Issued: 30 Sep 2022). Starting from the issue date, clients can obtain the updated document from “Download and Tools” under our website www.bocpt.com.

Should you have any queries, please contact our customer services representative at MPF Administration Hotline: 2929 3030.

There are various ways for customers to submit the documents to BOCPT such as electronic submission by email or digital platforms and paper form by mailing or courier etc. Customers who choose to send their instructions in paper form by post, please be aware of the postage adjustment by the Hongkong Post with effect from 26 September 2022. The postage for local letters weighing 30 grams or less will be adjusted from HKD2 to HKD2.20 on that day and thereafter. While it may take a longer time for us to receive the insufficient postage mail from the post office, we therefore encourage you to pay sufficient postage and allow sufficient time for the mailing to reach us on time for the processing.

Alternatively, you may choose to submit your documents to us electronically where applicable. Should you have any queries, please contact our customer service representative on 2929 3030 or 2929 3366.

The MPF Scheme Brochure of My Choice Mandatory Provident Fund Scheme will be changed, including a new section about arrangement for unpresented cheques with effect from 15 August 2022.

In addition, the Key Scheme Information Document (‘KSID’) has been issued on 30 June 2022. The KSID provides key information about the scheme and forms part of the offering document. For details of the scheme, please refer to the MPF Scheme Brochure and the trust deed of the scheme.

For the amendment details, please refer to the Notice to Participating Employers and Members and the Second Addendum to the MPF Scheme Brochure. The Notice to Participating Employers and Members and the latest version of the MPF Scheme Brochure together with the First Addendum and the Second Addendum are also available at our Customer Service Centre, or can be downloaded from our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Service Representatives at:

My Choice Customer Service Hotline: 2929 3366

The MPF Scheme Brochure of BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme will be changed, including but not limited to the amendments in relation to the investment policies and risk disclosure of certain constituent funds and sub-funds of the umbrella unit trust (i.e. the underlying approved pooled investment fund), a new section about arrangement for unpresented cheques etc. The changes will be effective from 31 August 2022.

In addition, the Key Scheme Information Document (‘KSID’) has been issued on 30 June 2022. The KSID provides key information about the scheme and forms part of the offering document. For details of the scheme, please refer to the MPF Scheme Brochure and the trust deed of the scheme.

For the amendment details, please refer to the Notice to Participating Employers and Members and the Second Addendum to the MPF Scheme Brochure. The Notice to Participating Employers and Members and the latest version of the MPF Scheme Brochure together with the First Addendum and the Second Addendum are also available at our Customer Service Centre, or can be downloaded from our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Service Representatives at:

Easy-Choice MPF Administration Hotline: 2929 3030

To enhance our service quality, we will conduct system enhancement from 11:00 am to 3:00 pm on 4 June 2022 (Saturday). During this period of time, our IVRS will be temporarily suspended. Web services and mobile apps will remain in service. We apologize for any inconvenience caused.

To enhance our service quality, we will conduct system enhancement from 6:00 pm to 12:00 pm on 31 May 2022 (Tuesday). During this period of time, our IVRS will be temporarily suspended. Web services and mobile apps will remain in service. We apologize for any inconvenience caused.

In view of the improved epidemic situation, our Customer Service Centre located at Suite 1507,15/F, 1111 King's Road, Taikoo Shing, Hong Kong will resume normal customer services on 21 April 2022 (opens from 9:00 a.m. to 6:00 p.m., Monday to Friday).

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at 2929 3030/2929 3366.

To enhance our service quality, we will conduct system enhancement from 10:00am to 2:00pm on 9 April 2022 (Saturday). During this period of time, our hotline services will be temporarily suspended. Mobile apps and online service will remain normal. We apologise for any inconvenience caused.

In view of the latest situation of COVID-19 and the corresponding postal services and/or bank branch service, employers are reminded to submit remittance statement and make contribution payment earlier to avoid missing the contribution deadline. For employers who submit remittance statements and/or cheques by mail, please observe the postal arrangement by the Hongkong Post and allow sufficient time to ensure the remittance statements and/or cheques will reach BOCI-Prudential Trustee Limited on or before the contribution deadline. For employers who submit remittance statements and/or cheques via designated bank branches, please always view the latest list of designated branches of collecting MPF documents for the updated information. Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline on 2929 3030 or 2929 3366.

In response to the current situation of the COVID-19 and supporting the epidemic preventive measures, BOCI-Prudential Trustee Limited has implemented work from home arrangement for our staff and our customer service hotlines will provide limited services during office hours. Customers may leave a message in the hotline voice mail box or via email at mpf@bocpt.com and we will endeavour to answer your enquiries in a timely manner. We apologise for any inconvenience caused.

According to the latest postal service arrangements announced by the Hongkong Post, the Hongkong Post Office and mail delivery services will be adjusted and/or partially suspended. For the latest information on Hongkong Post, please visit the Hongkong Post website www.hongkongpost.hk/en/about_us/whats_new/index.html.

To avoid any postal delays, we urge employers should use the following channels to submit remittance statement and MPF payment instead of mailing documents. If we do not receive the remittance statement and MPF payment by the contribution day, the employer may be regarded as default contribution and the trustee shall report such case to the MPFA.

• Go to the designated branches of Bank of China (Hong Kong), Nanyang Commercial Bank and Chiyu Banking Corporation to submit the MPF documents directly, please click here to view the list of designated branches
• Deposit the contribution cheque at the bank branch directly, and then email the remittance statement and contribution receipt to mpf@bocpt.com

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline :2929-3030 / 2929-3366.

In view of the latest situation of COVID-19, in order to protect our customers and our staff and to reduce physical contact as much as possible, with effect from 7 February 2022, our Customer Service Centre located at Suite 1507,15/F,  1111 King's Road, Taikoo Shing, Hong Kong will be temporarily closed until further notice.

Our hotline and all other online services remain normal. Customers can login to our interactive voice response system, mobile APP or website for checking account details. We encourage customers  to make the contributions and enquiries through digital channels to minimise physical contact. We apologise for any inconvenience that may cause.

A constituent fund of BOCPT MPF scheme won the #Best PerformingMPF Award - Greater China Equity Fund (Best in its class). Recognized by the industry  and  institutions, which shows the determination and strength of BOCPT to improve the performance of MPF funds.  For more details please click here.

Managing MPF accounts in a safer and more reliable platform for BOCPT’s customers. Starting from 2nd quarter 2022 (exact date to be announced later), Two-Factor Authentication will be implemented to the Interactive Voice Response System for MPF. Members must input a one-time password received via a registered local mobile number and complete the authentication successfully in order to login to MPF account. If you have not registered local mobile number, please update it by submitting “Notice of Change of Scheme Member’s Particulars” for future access the system.

When Two-Factor Authentication is implemented to Interactive Voice Response System for MPF, members will need to reset their password before accessing our system. If your registered local mobile has been changed, please update it online or via our Customer Service Representatives.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at 2929 3030/2929 3366.

Please note that our service hours for Customer Service Hotline and Customer Service Centre on 31 January 2022 (Lunar New Year's Eve) will be changed to 9am to 4pm.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at 2929 3030/2929 3366.

We will send letters to self-employed persons (‘SEP’) by batches starting from 13 January 2022 to provide the details and proof of their relevant income for the purpose of calculating mandatory contribution, and to select whether to make contribution on a yearly or monthly basis for the next scheme year (from 1 April 2022 to 31 March 2023).

Please be reminded that if we do not receive the completed Declaration of Relevant Income before 28 February 2022 we will presume that the relevant income of the SEPs concerned will remain unchanged as last scheme year. The maximum relevant income level is subject to change of legislation from time to time, and the current maximum mandatory contribution amount is HKD1,500 per month or HKD18,000 per year.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline: 2929-3030 / 2929-3366.

We are pleased to announce that our Customer Service Hotline team has been awarded the first ever Mystery Caller Assessment Award (Finance and Insurance) - Gold Award in the “2021 HKCCA Award”.Please click here for more details.

Please note that our service hours for Customer Service Hotline and Customer Service Centre on Winter Solstice (Tuesday, 21 December 2021), Christmas Eve (Friday, 24 December 2021) & New Year’s Eve (Friday, 31 December 2021) will be changed to 9am to 4pm.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at 2929 3030/2929 3366.

After winning the award last year, BOCI-Prudential Trustee Limited has been awarded the “Excellence Award for MPF Trustee Service” at the Banking & Finance Awards 2021 organized by the Sky Post again. The results were voted on line by professional judging panel and the public, taking into account four major criteria - public awareness, innovation and creativity, and customer satisfaction. For more details please visit Sky Post website.

In order to protect your personal data when using our online services, starting from 6 December, 2021, our website will no longer support TLS 1.1 or earlier encryption communication protocols, please use the latest version of the browser or change the settings of an existing browser.

BOCI-Prudential Trustee has won 3 awards at the “Good MPF Employer Award 2020-21” organised by the MPFA! In addition, we have been recognised as the “Good MPF Employer” for 5 consecutive years:

1. Good MPF Employer 5 Years +
2. e-Contribution Award
3. MPF Support Award

These recognitions are strong testaments to our achievements. In the future, BOCI-Prudential Trustee will strive to become your preferred trustee for retirement protection. Please visit the MPFA’s webpage for details.

Please note that due to the closing of bank in Hong Kong on 13 Oct 2021 as a result of a typhoon signal number 8 or above, according to the relevant provision of the MPF scheme brochure of the relevant MPF scheme, it is not a dealing day of the constituent fund today, the valuation and trading of all constituent funds will be suspended accordingly. All transaction instructions received today will be processed on next business day.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline: 2929-3030 / 2929-3366.

The On-going Cost Illustrations for BOC-Prudential Easy-Choice MPF Scheme have been updated (Issued: 30 Sep 2021). Starting from the issue date, clients can obtain the updated document from "Download and Tools" under our website www.bocpt.com.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Administration Hotline :2929-3030.

The On-going Cost Illustrations for My Choice MPF Scheme have been updated (Issued: 30 Sep 2021). Starting from the issue date, clients can obtain the updated document from "Download and Tools" under our website www.bocpt.com.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline :2929-3366.

As one of the leading MPF trustees in Hong Kong, BOCPT has been widely recognised by the industry and clients! This is the third consecutive year that we have received the "Excellent Trustee & Management Services Award" at the "Financial Services Awards of Excellence 2021" organised by Hong Kong Economic Journal.

This award was jointly assessed by industry associations and a professional judging panel from four aspects: business performance, innovation, business strategy and public awareness. In the past few years, we have launched and revamped large-scale MPF e-services to provide customers with a more convenient and straight-through MPF account online management experience.

This notice is to draw the attention of members of the Scheme who fall under the category of United States person, to take note that effective on 20 September 2021, MYTF (one of the constituent funds of the Scheme) ceases to invest in Tracker Fund of Hong Kong (TraHK)* (Stock Code: 2800.HK) an index-tracking collective investment scheme (“ITCIS”) listed on the Stock Exchange of Hong Kong (“HKEx”) and instead invest in CSOP ETF Series III - CSOP Hang Seng Index ETF (Stock Code: 3037.HK) an ITCIS listed on HKEx.

Members of the Scheme who fall under the category of United States person are reminded to perform your own due diligence and seek professional advice where necessary for taking appropriate action to avoid violation of any applicable laws and regulations for any investment in relation to MYTF.

* TraHK issued a notice to remind unitholders on 29 July 2021 that TraHK is not an appropriate investment vehicle for United States person

17 September 2021

Please note that our service hours for Customer Service Hotline and Customer Service Centre on Mid-Autumn Festival (21 September 2021 (Tuesday)) will be changed to 9am to 4pm.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at 2929 3030/2929 3366.

The MPF Scheme Brochure of My Choice Mandatory Provident Fund Scheme will be changed, including but not limited to the changes of investment managers of My Choice Hong Kong Tracking Fund and its Index-tracking Collective Investment Scheme. In addition, the Registered Address of the Trustee and Custodian and the address of the Customer Service Centre has been changed on 2 August 2021.

For the amendment details, please refer to the Notice to Participating Employers and Members, the First Addendum to the MPF Scheme Brochure and FAQ.

The latest version of the relevant documents is available at our Customer Centre, or can be downloaded from our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at:

My Choice MPF Administration Hotline : 2929 3366

Please note that with effect from 2^nd August 2021, the Registered Address of the Trustee and Custodian and the address of the Customer Service Centre will be changed as follows:

• Registered Address of the Trustee and Custodian will be relocated to Suites 1501-1507 & 1513-1516, 15/F, 1111 King’s Road, Taikoo Shing, Hong Kong
• Customer Service Centre will be relocated to Suite 1507, 15/F, 1111 King’s Road, Taikoo Shing, Hong Kong

The hotline, fax numbers and email address will remain unchanged.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at 2929-3030/2929-3366.

To enhance our service quality, we will conduct system maintenance from 6:00 pm on 17 July 2021 to 03:00am on 18 July 2021. During this period of time, our Interactive Voice Response System, mobile Apps and web service will be temporarily suspended.

During the suspension, you may contact us through E-mail or Fax. We apologise for any inconvenience caused.

Our company has recently mailed out the Annual Benefit Statement for the Scheme Financial Year ended 31^st March 2021 to the MPF scheme members by batches, together with a “Personal Information Collection” form. As BOCI-Prudential Trustee Limited has been regarded as a licensed Trust or Company Service Provider from 1^st of March 2018, we are required to review or update the information of our customers every 3 to 5 years in order to comply with the Anti-Money Laundering and Counter-Terrorist Financing Ordinance of Hong Kong and to fulfill the requirements on Customer Due Diligence and Record-keeping. Therefore, the concerned "Personal Information Collection" form aims to collect or update the customer profile of our existing customers to ensure a complete and accurate set of records are being kept. Other than nationality, customers are required to provide name, HKID number, signature and HKID copy for verification of the identity purpose only. Customers may disregard the form if the related information has been provided before without any subsequent change. We highly recommend that scheme members to return the form to us if applicable. If customers do not response back to us, their account will remain in operation and we will make the necessary follow up in due course.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at 2929-3030/2929-3366.

The MPF Scheme Brochure of BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme (the “Scheme”) will be changed, including but not limited to the amendments in relation to the investment policies of certain constituent funds and risk disclosure. In addition, the Registered Address of the Trustee and Custodian and the address of the Customer Service Centre will also be changed on 2 August 2021.

For the amendment details, please refer to the First Addendum to the MPF Scheme Brochure and the Notice to Participating Employers and Members of the Scheme.

The latest version of the MPF Scheme Brochure together with the First Addendum is available at our Customer Centre, or can be downloaded from our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at:

Easy-Choice MPF Administration Hotline : 2929-3030

We proudly announce that one constituent fund BOCI-Prudential under our MPF scheme has won the following awards¹ at the “2021 Lipper Hong Kong Fund Awards” organized by Refinitiv.

Best Fund Over 3 Years - Greater China Equity

Best Fund Over 5 Years - Greater China Equity

Best Fund Over 10 Years - Greater China Equity

1. The award is based on Lipper’s rating methodology (Please visit https://excellenceweb.s3.eu-west-1.amazonaws.com/uploads/award/lipper_methodology/methodology_file/118/FINAL_RE1337363_IA_RLFA_2021_methodology_brochure.pdf for details and click herefor winner list) which evaluates 3-year, 5-year and 10-year risk-adjusted returns of each constituent fund in Hong Kong as at 31 Dec 2020.

With effect from 31 July 2021, the MPF Scheme Brochure of My Choice Mandatory Provident Fund Scheme will be updated, the summary of the major changes as follows:

(i) The number of categories of risk profile of Constituent Funds will be changed from three to five;

(ii) Due to the change mentioned in (i) above, the risk profile category of some Constituent Funds will be amended;

(iii) The risk profile category of the Constituent Funds under the DIS Funds will be changed; and

(iv) In order to reflect the change of investment policy of the underlying APIF, the investment policy of My Choice China Equity Fund (“MCCEF”) will also be changed. Members who are investing in MCCEF may have the option to (1) switch the investment to other Constituent Funds of the Scheme or (2) transfer out to the Scheme or (3) taking no action if no objection to the change.

With effect from 2 August 2021, the Address of the Customer Service Centre will be changed:

• Customer Service Centre will be relocated to Suite 1507, 15/F, 1111 King’s Road, Taikoo Shing, Hong Kong.

For the purpose of standardisation, the MPF Scheme Brochure dated 31 March 2020 together with the first addendum dated 15 May 2020 will be incorporated as a new version of MPF Scheme Brochure. The above changes will also be incorporated in the new version of MPF Scheme Brochure (The effective date of new version is 31 July 2021).

Please refer to the Notice to Participating Employers and Members for more details.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at 2929-3366.

BOCI-Prudential Trustee Company (“our Company”) found fraudulent websites which seek to pass off as our Company, and can be searched and accessed through internet search engines. Customers are advised to always stay vigilant about scams.

Please note that  www.bocpt.com is the ONLY official website of our Company. We have not authorized any agent or third party to use any of our materials and trademarks to set up other websites. If you have any doubts, please contact our Customer Service Hotlines at 2929-3030/2929-3366 or email to mpf@bocpt.com for verification. Please click here for more security information.

In view of the latest developments of the epidemic situation, the BOCI-Prudential Trustee will fully resume normal customer services from 15 April 2021 as follows:

 Customer Service Centre

• Customer Service Centre located on 25/F, Citicorp Centre opens from 9:00 a.m. to 6:00 p.m., Monday to Friday

 MPF Service Hotlines

• The office hours of MPF Service Hotline 2929-3030 / 2929-3366 operate from 9:00 a.m. to 6:00 p.m., Monday to Friday

We are honoured to announce that we have been recognised as the winner of the Best MPF Scheme at the 2021 Morningstar Fund Awards Hong Kong¹ organised by Morningstar Investment Management Asia Limited.

The Morningstar Best MPF Scheme Award recognises the MPF scheme which excels across the key qualitative and quantitative factors, delivers strong average risk-adjusted performance across its offerings, offers competitive fees, and has a keen consideration for product diversity, transparency and disclosure, and investor experience.

1. The awards are based on Morningstar’s award methodology (click here for the list of winners) according to relevant data as of December 31, 2020.

With effect from 1 July 2021 (the “Effective Date”), the prospective participants who would like to enrol in the Scheme as Employers, SEP Members, SVC Members, TVC Members or Personal Account Members (as the case may be) will only be required to complete and sign the Application Form prescribed by the Trustee instead of separately signing an Application Form and the Participation Agreement in order to participate in the Scheme. The changes to administrative procedures will not have any impact on the existing Employers and Members of the Scheme and no action is required from existing Employers and Members.

To reflect the above changes to the administrative procedures, the Trust Deed has been amended by way of a Deed of Variation and Substitution. Please refer to the Notice to Participating Employers and Members for more details.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at:
Easy-Choice MPF Administration Hotline: 2929-3030

To enhance the customer services, the Member Enrolment Form of BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme has been updated with a new version, the effective date is on 24 March, 2021.

• Member Enrolment Form (Form Code: FORM EC-ENROL-EE ; Latest version is Mar 2021)

From now on, customers can download the latest version of the Member Enrolment Form from the "Download” area of the Trustee's webpage www.bocpt.com, and please submit the completed form to the Trustee for processing.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at:

Easy-Choice MPF Administration Hotline: 2929-3030

We are honoured to announce that we have been awarded "Excellent Brand of MPF Online Platform" for the sixth consecutive year at the "Hong Kong Leaders' Choice Brand Awards 2021" organised by Metro Finance.

This accolade is one of the prestigious awards to qualifying valuable brands by prominent industry leaders, business tycoons and renowned experts of different sectors, which reaffirms our leading position in providing excellent online MPF management services. With their extensive support and witness, the voting result represents an objective and professional recognition based on public preference, as well as academic and industry benchmark and has proven to be highly creditable and trustworthy.Please click here for more details.

We sent out letters in January 2021 to remind existing Tax Deductible Voluntary Contribution (TVC) members they should deliver relevant TVC contribution and instruction to us on or before 31 March 2021 if they want to make additional TVC to enjoy tax concession in the year of assessment 2020/2021.

New customers who want to apply for TVC before the end of this year of assessment are recommended to deliver the application form together with relevant contribution to us on or before 19 March 2021 to allow sufficient processing time.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline: 2929-3030 / 2929-3366.

We proudly announce that one of our MPF schemes has been awarded “MPF Ratings Gold Rated Scheme” for the ninth consecutive year and “5 Year Consecutive Gold” award for the fifth consecutive year at “The 2021 MPF Awards” organized by the MPF Ratings Ltd. Moreover, 3 constituent funds have been recognized as “10-year Consistent Performer”, 2 constituent funds have been recognized as “5-year Consistent Performer” and 3 constituent funds have been recognized as “1-year Consistent Performer” respectively.

Gold Rated Schemes have been awarded based on assessment criteria such as investment and performance, fees & charges and administration of all MPF schemes in Hong Kong as at 31 Dec 2020. Please refer to the MPF Ratings’ website for more details.

We will send letters to self-employed persons (‘SEP’) by batches starting from 11 January 2021 to provide the details and proof of their relevant income for the purpose of calculating mandatory contribution, and to select whether to make contribution on a yearly or monthly basis for the next scheme year (from 1 April 2021 to 31 March 2022).

Please be reminded that if we do not receive the completed Declaration of Relevant Income before 28 February 2021, we will presume that the relevant income of the SEPs concerned will remain unchanged as last scheme year. The maximum relevant income level is subject to change of legislation from time to time, and the current maximum mandatory contribution amount is HKD1,500 per month or HKD18,000 per year.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline: 2929-3030 / 2929-3366.

To strengthen our MPF business development and simplify the existing application procedures, the application forms of BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme (including Employer Application Form, Self-Employed Person Application Form, Personal Account Member Application Form, Application for Special Voluntary Contribution Member and Tax Deductible Voluntary Contribution Member Application Form) have been updated with a new version, the effective date is on 5 January, 2021.

Please find the following details about the new version of Easy-Choice MPF application forms.

From now on, customers can download the latest version of the application forms from the "Download” area of the Trustee's webpage www.bocpt.com, and please submit the completed form together with relevant documents to the Trustee for processing.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at:

Easy-Choice MPF Administration Hotline: 2929-3030

Two constituent funds under BOCI-Prudential’s MPF Scheme have won 5 Awards at the Top Fund Awards 2020 organized by Bloomberg Businessweek in recognition of their excellent fund performance:

Best Performer (1-year) –Greater China (Aggregate)

Best Performer (5-year) –Greater China (Aggregate)

Best Performer (5-year) –Mixed Allocation - Balanced

Best Performer (10-year) –Greater China (Aggregate)

Best Performer (10-year) –Mixed Allocation - Balanced

Bloomberg Businessweek Top Fund Awards 2020 recognize top performing funds based on the 1-year, 5-year and 10-year total return figures calculated using historical data available on the Bloomberg Terminal as of 30 September 2020.

1. Please refer to the Bloomberg Businessweek for more details.

BOCPT has won the Excellence Award for MPF Trustee Service at the Banking & Finance Awards 2020 organized by the Sky Post. We strive to satisfy a wide range of retirement planning needs of our customers by integrating quality MPF trustee services with innovative technology. The award recognizes excellence and contributions of our company in providing outstanding MPF Trustee services. Please click here for more details.

In view of the latest developments in the novel coronavirus situation, starting from 11 December 2020, the service hours of BOCI-Prudential Trustee’s Customer Service Centre located on 25/F., Citicorp Centre will be changed from 9:30 a.m. to 4:30 p.m., Monday to Friday, until further notice. We apologise for any inconvenience caused.

MPF Service Hotline (852) 2929-3030 / (852) 2929-3366, interactive voice response system, mobile APP or website services still remain normal.

BOCI-Prudential Trustee encourages clients to make the MPF contributions and enquiries through digital channels to minimize social contact.

A new version of the MPF Scheme Brochure of BOC-Prudential Easy-Choice Mandatory Provident Scheme is issued on 1 December 2020, the cover page is replaced but the contents remain unchanged. The new version of MPF Scheme Brochure is now available and you can download from “Download and Tools” under our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at:

Easy-Choice MPF Administration Hotline: 2929-3030

Please note that due to the closing of bank in Hong Kong on 13 Oct 2020 as a result of a tropical cyclone signal number 8 or above, according to the relevant provision of the principal brochure of the relevant MPF scheme, it is not a dealing day of the constituent fund today, the valuation and trading of all constituent funds will be suspended accordingly. All transaction instructions received today will be processed on next business day.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline: 2929-3030 / 2929-3366.

The Labour Department recently announced the final signatories of the Good Employer Charter 2020 to recognise employers who actively implement good human resource management practices, strive to maintain good employer-employee relationship, and comply with relevant labour legislation (e.g. the Employment Ordinance and the Occupational Safety and Health Ordinance, etc.). The Good Employer Charter 2020 features the theme of “Family-friendly Good Employer” and aims at promoting good human resource management among enterprises. We empathically consider the family roles of our employees and adopt family-friendly employment practices. Winning this accolade from the Labour Department represents an important recognition of our achievements.

The On-going Cost Illustrations for My Choice MPF Scheme have been updated (Issued: 30 Sep 2020). Starting from the issue date, clients can obtain the updated document from "Download and Tools" under our website www.bocpt.com.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline :2929-3366.

The On-going Cost Illustrations for BOC-Prudential Easy-Choice MPF Scheme have been updated (Issued: 30 Sep 2020). Starting from the issue date, clients can obtain the updated document from "Download and Tools" under our website www.bocpt.com.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Administration Hotline :2929-3030.

We have received the "Excellent Trustee & Management Services Award" for the second time at the "Financial Services Awards of Excellence 2020" organised by Hong Kong Economic Journal. In the past few years, we have been striving for the optimization of products and services and encouraging continuous innovation with the aim of accelerating the digital transformation of MPF services and constantly improving MPF administration efficiency. By providing one-stop retirement services, we are dedicated to becoming your preferred trustee.

The customer services of BOCI-Prudential Trustee resumed normal operation from 14 September 2020 as follows:

Customer Service Centre

• Customer Service Centre located on 25/F, Citicorp Centre opens from 9:00 a.m. to 6:00 p.m., Monday to Friday

MPF Service Hotlines

• The office hours of MPF Service Hotline 2929-3030 / 2929-3366 operate from 9:00 a.m. to 6:00 p.m., Monday to Friday

We are pleased to announce that we have received 3 prestigious accolades from the MPFA at the 2019-20 Good MPF Employer Award, namely Good MPF Employer Award, e-Contribution Award and MPF Support Award. The Good MPF Employer Award recognition scheme aims to promote employers' compliance with MPF legislation, encourage employers’ efforts to further enhance the retirement protection of their employees, and recognize model employers who are committed to protecting and enhancing employees' retirement benefits.

According to the latest postal service arrangements announced by the Hongkong Post, the Hongkong Post Office and mail delivery services will continue to be adjusted and/or partially suspended. For the latest information on Hongkong Post, please visit the Hongkong Post website www.hongkongpost.hk/en/about_us/whats_new/index.html.

To avoid any postal delays, we urge employers should use the following channels to submit remittance statement and MPF payment instead of mailing documents. If we do not receive the remittance statement and MPF payment by the contribution day, the employer may be regarded as default contribution and the trustee shall report such case to the MPFA.

• Go to the designated branches of Bank of China (Hong Kong), Nanyang Commercial Bank and Chiyu Banking Corporation to submit the MPF documents directly, please click here to view the list of designated branches
• Deposit the contribution cheque at the bank branch directly, and then email the remittance statement and contribution receipt to mpf@bocpt.com

 Should you have any queries, please do not hesitate to call our Customer Services Representatives at MPF Service Hotline :2929-3030 / 2929-3366.

In view of the latest developments in the novel coronavirus situation, BOCI-Prudential Trustee will arrange staff to work from home as far as possible to achieve social distancing more effectively with a view to reducing the risk of spread of novel coronavirus in the community. BOCI-Prudential Trustee would provide basic services on limited scale, the following arrangement will be effective from 22^nd July 2020, until further notice:

Customer Service Centre

• Customer Service Centre on 25/F, Citicorp Centre will be temporarily closed

MPF Service Hotlines

• The office hours of MPF Service Hotline 2929-3030 / 2929-3366 will operate from 9:30 a.m. to 5:00 p.m., Monday to Friday

Online services would be maintained as normal. Clients can continue login our interactive voice response system, mobile APP or website for checking account details.

BOCI-Prudential Trustee encourages clients to make the MPF contributions and enquiries through digital channels to minimize social contact. Due to the special work arrangements, the processing of various enquiries, applications and contributions may be delayed and it may take a longer time to provide a reply. We apologise for any inconvenience caused.

With the recent outbreak of COVID‑19 pandemic, BOCI-Prudential Trustee implemented special work arrangement have affected workflow and impeded progress, that processing of various enquiries, applications, changes, contribution, documents delivery,  payment applications and hotline service may be delayed and it may take a longer time for BOCI-Prudential Trustee to provide a reply. Sorry for any inconvenience caused to you.

With effect from 20 July 2020, the office hours of hotline service is 9:30 a.m. to 5:00 p.m., Monday to Friday. Member can still login our website, mobile APP or interactive voice response system outside the hotline operating hours for account details.

Mandatory contributions for the contribution period July 2020 shall due on 10 August 2020 (Monday).

BOC(HK) announced that services of certain BOC(HK) branches will be temporarily suspended until further notice, the submission of MPF documents by designated BOC(HK) branches may be affected, customers may visit the relevant websites to obtain the latest information. BOCI-Prudential Trustee encourages employers to make the MPF payment by direct bank-in/auto-pay at BOC(HK), Nanyang Commercial Bank or Chiyu Banking Corporation branch, or via the BOC(HK) cheque deposit machine, and submit the remittance statement and/or other MPF documents through the electronic channels.

In addition, Hongkong Post has also adopted special postal arrangement, services of local and inbound mail will be subject to delay. If employers who submit remittance statement and/or cheque by mail, please allow sufficient time for the remittance statement and/or cheque to reach BOCI-Prudential Trustee on or before the contribution deadline.

BOCI-Prudential Trustee will keep in view the situation in relation to novel coronavirus infection to make adjustments. Please visit our website (www.bocpt.com) for up-to-date information from time to time. Should you have any queries, please do not hesitate to call our Customer Services Representatives at: MPF Service Hotline : 2929-3030 / 2929-3366

With effect from 19 June 2020, My Choice Global Equity Fund ("GEF") and My Choice Global Bond Fund ("GBF") will cease to invest in their respective existing approved pooled investment funds ("APIFs") (each, an "Existing APIF") and instead each invest in a new APIF (each, a "New APIF") as table below.

All subscription for and redemption from GEF and GBF (other than for the purpose of redemption to effect the changes) will be suspended from 16 June 2020 to 18 June 2020 to effect the changes.

The MPF Scheme Brochure of the Scheme has been changed to reflect the above changes. For the details, please refer to the First Addendum to MPF Scheme Brochure, the Notice to Participating Employers and Members  and the relevant Frequently Asked Questions.

The latest version of the MPF Scheme Brochure together with the First Addendum is available at our Customer Centre, or can be downloaded from our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at:

My Choice Customer Service Hotline : 2929-3366

A new version of the Principal Brochure (rename to MPF Scheme Brochure) of My Choice Mandatory Provident Fund Scheme is issued on 31 March 2020, the key changes including the disclosure relating to the automatic exchange of financial account information, the reduction of the trustee fee in respect of the underlying fund of the relevant constituent fund(s), certain miscellaneous changes and the latest requirements of the Code on Disclosure for MPF Investment Funds issued by the Mandatory Provident Fund Schemes Authority. Please refer to the following notice and MPF Scheme Brochure of the relevant scheme for the details. 

• My Choice Mandatory Provident Fund Scheme Notice to Participating Employers and Members and MPF Scheme Brochure

The relevant MPF Scheme Brochure is available at our Customer Centre, or can be downloaded from our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at:

My Choice Customer Service Hotline: 2929-3366

A new version of the Principal Brochure (rename to MPF Scheme Brochure) of BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme is issued on 31 March 2020, the key changes including the disclosure relating to the automatic exchange of financial account information, the reduction of the trustee fee in respect of the underlying fund of the relevant constituent fund(s), certain miscellaneous changes and the latest requirements of the Code on Disclosure for MPF Investment Funds issued by the Mandatory Provident Fund Schemes Authority. Please refer to the following notice and MPF Scheme Brochure of the relevant scheme for the details. 

• BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme Notice to Participating Employers and Members and MPF Scheme Brochure

The relevant MPF Scheme Brochure is available at our Customer Centre, or can be downloaded from our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at:

Easy-Choice MPF Administration Hotline: 2929-3030

Effective from 16 March 2020, the office hours of hotline service is 9 a.m. to 6 p.m., Monday to Friday, until further notice. Member can still login our website, mobile APP or interactive voice response system outside the hotline operating hours for account details.

Online account security is always the priority concern of BOCI-Prudential. To provide a safer and more reliable online platform for our customers to manage MPF account, we have launched Two-factor Authentication (“2FA”) for online account login in August 2019 on optional basis. This measure will be fully implemented starting from 1 June 2020. After the full implementation, members must input a one-time password received via a registered mobile or email during log into web account.

If members have not registered a valid mobile number and email with us before, we strongly recommend them to update the relevant personal information by following methods before 1 June to avoid being unable to log into web account in the future. Please click here for user guide on how to use 2FA.  

1. Online account

Log into member account at www.bocpt.com, go to “Personal Information” -> “Change Personal Details” to update the information

2. Complete a form

Download the “Notice of Change of Scheme Member’s Particulars” form from the “Download Corner” at our website www.bocpt.com, send the completed form to us through mail, email or fax.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 

Easy-Choice MPF Administration Hotline: 2929-3030

My Choice Customer Service Hotline: 2929-3366

Effective from 17 February 2020, the office hours of hotline service is 10 a.m. to 5 p.m., Monday to Friday, until further notice. Member can still login our website, mobile APP or interactive voice response system outside the hotline operating hours for account details.

BOC(HK) announced that the bank services of 49 branches (including 11 affected branches in Hong Kong Island, 19 in Kowloon and the New Territories) and service centres will be temporarily suspended from 1 February, 2020 until further notice. Due to the submission of MPF documents by certain BOC(HK) designated branches may be affected, BOCI-Prudential Trustee recommends that customers should submit the MPF contributions, documents and/or instructions through other bank branches, or use the electronic channels such as online and mobile app. Customers may visit the  websites from relevant bank to obtain the latest information.

In addition, the HongKong Post has announced that only basic and limited services can be provided from 3 February to 9 February 2020, hence, we recommend employers to make the MPF payment by auto-pay/direct bank in at BOC(HK), Nanyang Commercial Bank or Chiyu Banking Corporation branch, or via the BOC(HK) cheque deposit machine, and submit the remittance statement by using fax 2151-0999 / 2530-4786 or email to mpf@bocpt.com together with the bank-in slip on or before the contribution due date (10 February). Please note that if employers who submit remittance statement and/or cheque by mail, please ensure to allow sufficient time for the remittance statement and/or cheque to reach BOCI-Prudential Trustee on or before the contribution deadline.

Meanwhile, employers are encouraged to use the MPF e-services provided by BOCI-Prudential Trustee to handle the MPF contributions which could ensure making accurate contributions as well as enhancing efficiency and reduce administrative costs, and also avoid problems arising from any error or delay, please do not hesitate to contact our Customer Services Representatives.

BOCI-Prudential Trustee is providing normal service and will keep in view the situation in relation to novel coronavirus infection to make adjustments. Please visit our website (www.bocpt.com) for up-to-date information from time to time.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

We are going to send out letters in January 2020 to remind existing Tax Deductible Voluntary Contribution (TVC) members they should deliver relevant TVC contribution and instruction to us on or before 31 March 2020 if they want to make additional TVC to enjoy tax concession in the year of assessment 2019/2020.

New customers who want to apply for TVC before the end of this year of assessment are recommended to deliver the application form together with relevant contribution to us on or before 20 March 2020 to allow sufficient processing time.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at:

Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

Please note that our Customer Service Hotline and Customer Service Centre will close at 4pm for Lunar New Year’s Eve on 24 January, 2020 Friday.

We will send letters to self-employed persons (‘SEP’) by batches starting from 13 January 2020 to provide the details and proof of their relevant income for the purpose of calculating mandatory contribution, and to select whether to make contribution on a yearly or monthly basis for the next scheme year (from 1 April 2020 to 31 March 2021).

Please be reminded that if we do not receive the completed Declaration of Relevant Income before 29 February 2020, we will presume that the relevant income of the SEPs concerned will remain unchanged as last scheme year. The maximum relevant income level is subject to change of legislation from time to time, and the current maximum mandatory contribution amount is HKD1,500 per month or HKD18,000 per year.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at:

Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

Starting from 1 January 2020, the Automatic Exchange of Financial Account Information in Tax Matters (“AEOI”) will take effect under the Inland Revenue Ordinance (Cap. 112) ("the Ordinance"). Under the Ordinance, MPF schemes and ORSO registered schemes are required to comply with the due diligence and reporting obligations relating to the AEOI. Hence, a complete self-certification will be required from account holder for all new MPF and ORSO accounts opened on or after 1 January 2020 to verify scheme member’s tax residency. Otherwise, the relevant account opening process could not be completed.

As such, relevant administration forms of MPF schemes and ORSO registered schemes have been updated for members to provide tax residency self-certification. You can download the updated forms at “Download Corner” from our website www.bocpt.com/homepage/en/.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030 
My Choice Customer Service Hotline : 2929-3366

Reminder - You must notify the Trustee and provide an updated Self-Certification form within 30 days if there is any change in circumstances relating to your status of tax residency(ies).

A constituent fund under BOCI-Prudential’s MPF Scheme has won 2 Awards at the Top Fund Awards 2019 organized by Bloomberg Businessweek in recognition of their excellent fund performance:

Outstanding Performer (1-year) – Greater China Equity

Outstanding Performer (5-year) – Greater China Equity

Bloomberg Businessweek Top Fund Awards 2019 recognize top performing funds based on the 1-year, 5-year and 10-year total return figures calculated using historical data available on the Bloomberg Terminal as of 30 September 2019. Please click here for more details.

BOCI-Prudential has won the Excellence Award for MPF Trustee Service at the “Banking & Finance Awards 2019” organised by the Sky Post. We strives to satisfy a wide range of retirement planning needs of our customers by integrating quality MPF trustee services with innovative technology, and are recognised by the judging panel comprised of industry professionals and academics, as well as the public. Please click here for more details.

We are pleased to announce that we have received 3 prestigious accolades from the MPFA - "Good MPF Employer", "e-Contribution Award" and "MPF Support Award". The Good MPF Employer Award seeks to promote and foster employer compliance with MPF legislation; encourage employers to provide better retirement benefits for their employees; and recognise employers who are exemplary in enhancing the retirement benefits of their employees. Please refer to the MPFA’s website & Awardee List for details.

Starting from 1 January 2020, the Automatic Exchange of Financial Account Information in Tax Matters (“AEOI”) relating to MPF schemes and ORSO registered schemes will take effect under the Inland Revenue (Amendment) (No.2) Ordinance 2019 (the “Amendment Ordinance”).

Under the Amendment Ordinance, MPF schemes and ORSO registered schemes are required to comply with the due diligence and reporting obligations relating to the AEOI. Hence, a complete self-certification will be required from account holder for all new MPF and ORSO accounts opened on or after 1 January 2020 to verify scheme member’s tax residency. Otherwise, the relevant account opening process could not be completed.

For details of AEOI, please click here to read the “AEOI Overview” from the Hong Kong Trustees' Association.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030 
My Choice Customer Service Hotline : 2929-3366

The On-going Cost Illustrations for BOC-Prudential Easy-Choice MPF Scheme and My Choice MPF Scheme (Issued: 30 Sep 2019) have been updated. Starting from the issue date, clients can obtain the updated document by visiting our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030 
My Choice Customer Service Hotline : 2929-3366

In order to improve customer experience and enhance the security of online MPF services, starting from 1 August 2019, we will launch two-factor authentication to add an extra layer of protection to scheme members’ MPF accounts. After activating the two-factor authentication, a one-time verification code will be sent to your registered local mobile phone number via SMS when you log into MPF account next time. Simply entering such code to verify your identity, you can enjoy convenient online services and enhanced security at the same time. Please click here for user guide on how to use Two-factor Authentication.

Please note that due to the closing of bank in Hong Kong on 31 Jul 2019 as a result of a tropical cyclone signal number 8 or above, according to the relevant provision of the principal brochure of the relevant MPF scheme, it is not a dealing day of the constituent fund today, the valuation and trading of all constituent funds will be suspended accordingly. All transaction instructions received today will be processed on next business day.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

With effect from 2 July 2019, you can download the latest version of BOCPT MPF APP from the App Store or Google Play to experience the new biometric authentication login method and streamlined interface.

The upgraded BOCPT MPF APP will have a new icon  .

The new BOCPT MPF APP provides a secure and convenient mobile platform that allows you to log into MPF account using biometric authentication methods (such as fingerprint/ face recognition) and features a smooth and enhanced user experience. The Android version adopts the latest security standards and add bilingual interface in both English and Chinese. Please click here for login guide on new biometric authentication.

As always, we will continue to enhance the online login methods for scheme members, please stay tuned for further updates!

We proudly announce that BOCI-Prudential has been awarded two distinguished group awards, namely, the “Best Group Over 3 Years - Overall” and the “Best Group Over 3 Years - Bond”, as well as the “Best Fund Over 5 Years - HKD Bond” for a constituent fund under our MPF scheme at the “2018 Lipper Hong Kong Fund Awards” organized by Refinitiv. Please click here for more details.

We have become the first ever MPF trustee to receive the "Excellent Trustee & Management Services Award" at the "Financial Services Awards of Excellence 2019" organised by Hong Kong Economic Journal. In the past few years, we have been striving for the optimization of products and services and encouraging continuous innovation with the aim of accelerating the digital transformation of MPF services and constantly improving MPF administration efficiency. By providing one-stop retirement services, we are devoted to become your preferred trustee. Please click here for more details.

This message is important and requires members' immediate attention. If members are in any doubt about the contents of this message, members should seek independent professional advice.

We would like to inform members of certain non-Dealing Days for the Fund due to the extended 10-day public holidays in Japan from 27 April 2019 (Saturday) to 6 May 2019 (Monday) to mark the accession of the new Emperor of Japan.

Pursuant to Section 5.1.1 of the Principal Brochure of the Scheme, units in the Fund will be valued, issued and redeemed on each dealing day which is every business day or such other day(s) as the Trustee and Investment Manager may from time to time determine provided that if any commodities and securities markets on which all or part of the investments of any constituent fund are quoted, listed or dealt in are on any such day not open for trading, the Trustee and the Investment Manager may determine that such day is not a dealing day for that constituent fund.

In response to the closure of stock market in Japan during the aforementioned period, the Trustee and the Investment Manager have determined that the following days shall not be Dealing Days for the Fund. No subscription / redemption / switching requests in relation to the Fund will be processed on such non-Dealing Days. Any subscription / redemption / switching requests received during the period commencing after the dealing deadline on 26 April 2019 to 6 May 2019 will be processed on 7 May 2019.

The MPF Tax Deductible Voluntary Contributions (TVC) will take effect on 1 April 2019. Starting on that day, any person may open a TVC account in MPF scheme if that person has fulfilled the applicable laws and requirements.

TVC is a new type of contributions and can only be paid into a TVC account of an MPF scheme. TVC may enjoy tax concession. Other characteristics of TVC are as follows:

• TVC can only be made directly by the persons who fulfil the eligibility requirements, i.e. he/she is a current holder of contribution account or personal account of an MPF scheme or a current member of an MPF exempted ORSO scheme
• Involvement of employers is not required
• Although it is voluntary in nature, TVC is subject to the same vesting, preservation and withdrawal restrictions applicable to mandatory contributions 

Accordingly, any accrued benefits derived from TVC (including the TVC made in excess of the maximum tax deduction limit during a tax assessment year) will be preserved. Members should note that accrued benefits held in a TVC account can only be withdrawn upon retirement at age 65 or on other statutory grounds under the MPF legislation.

The maximum tax deductible amount for the year of assessment 2019/2020 is HK$60,000 for TVC. It is an aggregate limit for both TVC and other qualifying annuity premiums.

Please view the Frequently Asked Questions to Tax Deductible Voluntary Contributions for more information.

For the details of TVC, please click here or contact our Customer Services Representatives. 

Easy-Choice MPF Administration Hotline : 2929-3030 
My Choice Customer Service Hotline : 2929-3366

The Principal Brochure of BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme (the “Scheme”) will be changed on 1 April 2019, the key changes including amendments in relation to tax deductible voluntary contributions and withdrawal in instalments. Please click here to view the Second Addendum to the Principal Brochure together with frequently asked questions to tax deductible voluntary contributions for more details about the above changes.

The latest version of Principal Brochure together with the First and Second Addenda is available at our Customer Centre, or can be downloaded from our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030

The Principal Brochure of My Choice Mandatory Provident Fund Scheme (the “Scheme”) will be changed on 1 April 2019, the key changes including amendments in relation to tax deductible voluntary contributions and withdrawal in instalments. Please click here to view the Second Addendum to the Principal Brochure together with frequently asked questions to tax deductible voluntary contributions for more details about the above changes.

The latest version of Principal Brochure together with the First and Second Addenda is available at our Customer Centre, or can be downloaded from our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at: 
My Choice Customer Service Hotline : 2929-3366

We proudly announce that one of our MPF schemes has been awarded “MPF Ratings Gold Rated Scheme” for the seventh consecutive year and “5 Year Consecutive Gold” award for the third consecutive year at “The 2019 MPF Awards” organized by the MPF Ratings Ltd. Moreover, 2 constituent funds under the scheme have been recognized as “5-year Consistent Performer” and 4 constituent funds have been recognized as “1-year Consistent Performer”.

Gold Rated Schemes have been awarded based on assessment criteria such as investment and performance, fees & charges and administration of all MPF schemes in Hong Kong as at 31 Dec 2018. Please click here for more details.

We are pleased to announce that an AI chatbot called “My MPF Bot” is now available via our website on 26 March 2019 for a better customer experience. When you visit BOCI-Prudential Trustee’s website www.bocpt.com, you can interact with our AI chatbot "My MPF Bot" anytime and anywhere. “My MPF Bot” can respond to your general MPF enquires 24 hours, seven days a week in a fast and convenient way.

In the evolving AI era, we will further enhance our online and mobile app platform services so as to let customers getting the MPF information more easily and efficiently.

We are honoured to announce that we have been awarded "Excellent Brand of MPF Online Platform" for the fourth consecutive year at the "Hong Kong Leaders' Choice Brand Awards 2019" organised by Metro Finance. Please click here for more details.

The BOCI-Prudential Trustee Limited website has been revamped today (14 February 2019) to give a refreshing look and new experience to our clients. The new website features a modern layout and offers a simple and user-friendly interface through which clients can view MPF information more easily. Moreover, the online account login system and interactive voice response system have been updated a new function, in addition to username or login ID, scheme members can use HKID/Passport number for login, to enjoy our online services with a more convenience way. The new website is also compatible for browsing on mobile phones or tablets.

We are striving to optimise the portal interface and to enrich the website contents. Please stay tuned for the latest information!

Employers are required by law to remit every month MPF contributions to the trustee for the previous contribution period (generally means wage period), together with the duly completed Remittance Statement and Notice of Termination of Employment (if applicable). These should reach the trustee on or before the Contribution Day each month. 

Please kindly note that the MPF contribution day for the contribution period of January 2019 will fall on 11 February 2019 (Monday). Between the 1st and 11th of February, there are only 4 business days (i.e. 1st, 4th, 8th and 11th) and it is customary for many employers and employees to take longer leave during the Chinese New Year holidays. Please reserve sufficient document delivery and contribution processing time (at least 3 working days) to avoid any delay. A non-complying employer is liable to a contribution surcharge and penalty.

We provide various channels to facilitate employers making MPF contributions and submit contribution data. To ease employers’ administration burden, employers may consider setting up auto-pay arrangement with the banks by completing a Direct Debit Authorization Form or use BOC CBS Online to pay the MPF contributions, which provides a punctual and convenient payment experience.

Employers may also submit contribution data via electronic means. By preparing electronic contribution data files with our MPF contribution calculation software PayEasy & SmartCon, you will be free from the hassle of hand-writing and mailing the Remittance Statement.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030 
My Choice Customer Service Hotline : 2929-3366

We will send letters to self-employed persons (‘SEP’) by batches starting from 15 January 2019 to provide the details and proof of their relevant income for the purpose of calculating mandatory contribution, and to select whether to make contribution on a yearly or monthly basis for the next scheme year (from 1 April 2019 to 31 March 2020).

Please be reminded that if we do not receive the completed Declaration of Relevant Income before 28 February 2019, we will presume that the relevant income of the SEPs concerned will remain unchanged as last scheme year. The maximum relevant income level is subject to change of legislation from time to time, and the current maximum mandatory contribution amount is HKD1,500 per month or HKD18,000 per year.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at: 

Easy-Choice MPF Administration Hotline : 2929-3030 
My Choice Customer Service Hotline : 2929-3366

Be alert when using our online services. When using our online services, you are advised to type our website address www.bocpt.com directly into the browser address bar, or use our mobile application “BOCPT MPF” downloaded from Google Play or Apple Store. We will not call or email you asking for login information (including login ID and password). In addition, you should NOT disclose such account information and your personal information to any third-parties. You are being reminded NOT to access our online service through any third-party platforms such as websites, mobile applications, or any other financial management software/platform, or through other access points to log in our online services, or disclose your login ID and password to such third-party platforms. You must understand such third-party platforms can obtain your financial information and transaction records. They may also misappropriate your personal information and may conduct unauthorized activities. Our company shall not be responsible or liable for any impact or loss due from this kind of activities. If you have used any third-party platforms to log into our online services, we strongly recommend you to change your password as soon as possible to protect your personal information.

The Principal Brochure of My Choice Mandatory Provident Fund Scheme (the “Scheme”) will be changed, the key changes include change of address of customer service centre, enhancement of fund disclosure and enhancement of fee tables. Please click here to view the First Addendum to the Principal Brochure for more details about the above changes.

The latest version of Principal Brochure together with the First Addendum is available at our Customer Centre, or can be downloaded from our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at: 
My Choice Customer Service Hotline : 2929-3366

The Principal Brochure of BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme (the “Scheme”) will be changed, the key changes include change of address of customer service centre, and enhancement of breakdown of management fees. Please click here to view the First Addendum to the Principal Brochure for more details about the above changes.

The latest version of Principal Brochure together with the First Addendum is available at our Customer Centre, or can be downloaded from our website www.bocpt.com.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030

To safeguard your personal data when you use our website services, our website will stop supporting security protocol SSL 2.0, SSL 3.0 and TLS 1.0 with effect from 1 Jan 2019. Please use the latest version of Internet browser or change settings in your existing Internet browser accordingly. 
For details of supported Internet browser and security protocol, please click here.

Two constituent funds under a MPF scheme of BOCI-Prudential have won 4 Awards at the Top Fund Awards 2018 organized by Bloomberg Businessweek in recognition of their excellent fund performance:

Best Performer (1-year) - Asia-Pacific Equity 
Best Performer (1-year) - Hong Kong Equity 
Best Performer (5-year) - Asia-Pacific Equity 
Best Performer (5-year) - Hong Kong Equity

Bloomberg Businessweek Top Fund Awards 2018 recognize top performing funds based on the 1-year, 5-year and 10-year total return figures calculated using historical data available on the Bloomberg Terminal as of 28 September 2018. Please click here for more details. 

With immediate effect, "PayEasy" users can download the 2019 public holiday file from our website www.bocpt.com at “Download Corner” -> “Software” to ensure the accurate calculation of contributions by the software in the coming year.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at:

Easy-Choice MPF Administration Hotline : 2929-3030 
My Choice Customer Service Hotline : 2929-3366

We have now launched a demonstration video to facilitate employers to use our contribution software “PayEasy”. Clients can view the demonstration videos from our website www.bocpt.com at Download Corner -> Software. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030 
My Choice Customer Service Hotline : 2929-3366

The On-going Cost Illustrations for BOC-Prudential Easy-Choice and My Choice MPF Scheme (Issued: 28 Sep 2018) have been updated. Starting from the Issue Date, clients can obtain the updated document by visiting our website www.bocpt.com. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030 
My Choice Customer Service Hotline : 2929-3366

Easy-Choice MPF - With effect from 27 August 2018, the latest version of Principal Brochure of BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme has been updated by incorporating the first addendum and the second addendum dated 12 December 2016, and also the third addendum dated 24 May 2018. 

My Choice MPF - With effect from 27 August 2018, the latest version of Principal Brochure of My Choice Mandatory Provident Fund Scheme has been updated by incorporating the first addendum and the second addendum dated 12 December 2016, and also the third addendum dated 16 May 2018. 

The above latest consolidated Principal Brochures are available free of charge at our Customer Centre, or can be downloaded from our website www.bocpt.com 

Should you have any queries, please do not hesitate to contact our Customer Services 
Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030 
My Choice Customer Service Hotline : 2929-3366

Please note that our Customer Service Centre will be relocated to 25/F., Citicorp Centre, 18 Whitfield Road, Causeway Bay, Hong Kong (i.e. upper floor of original location) on 7 August 2018. The hotline, fax numbers and email address will remain unchanged. 

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030 
My Choice Customer Service Hotline : 2929-3366

Our contribution software "PayEasy" has been upgraded to version 5.1f. With immediate effect, PayEasy users can download the "PayEasy Version 5.1 download file – Patch 5.1f" from our website www.bocpt.com at "Download Corner" -> "Software". 

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at: 

Easy-Choice MPF Administration Hotline : 2929-3030 
My Choice Customer Service Hotline : 2929-3366

The Principal Brochure of My Choice Mandatory Provident Fund Scheme (the “Scheme”) will be changed, the key changes include update of information, enhancement of disclosure and administrative changes for clarification purposes. Please click here to view the Third Addendum to the Principal Brochure for more details about the above changes. 

The latest version of Principal Brochure together with its addenda is available at our Customer Centre, or can be downloaded from our website www.bocpt.com. 

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at: 

My Choice Customer Service Hotline : 2929-3366

We are honoured to announce that in recognition of our leading position in providing excellent online MPF management services, we have been awarded “Excellent Brand of MPF Online Platform” for the third consecutive year at the “Hong Kong Leaders’ Choice Brand Awards 2018” organised by Metro Finance on 28th Feb 2018. Please click here for more details.

In order to enhance customer services, Bank of China (Hong Kong) (the "BOCHK") and Chiyu Banking Corporation Ltd (the "Chiyu") will perform system upgrade from 11pm on 31 March 2018 (Saturday) to 3pm on 1 April 2018 (Sunday) and their relevant MPF services (please see below for details) will be suspended during the period:

- Make MPF contributions through Automated Teller Machines ("ATM"), Cheque Deposit Machines or Internet Banking
- Upload "PayEasy" or "SmartCon" contribution data files through internet banking services such as Corporate Internet Banking or BOCHK Payroll services
- Enquire about contribution history and MPF balance via ATM or Internet Banking

We would advise customers make necessary prior arrangements for MPF services required before the system upgrade period to avoid unexpected delay.

For the most up-to-date information about the service suspension, please visit the relevant banks’ webpage update from time to time.
Notice from BOCHK:
http://www.bochk.com/dam/bochk/desktop/top/aboutus/notice/20180226_System_Upgrade_EN.pdf
Notice from Chiyu:
http://www.chiyubank.com/chiyu/system_upgrade/039notice_20180331_en.pdf

On the other hand, our website, mobile apps and Interactive Voice Response System will not be affected by the service upgrade of BOCHK and Chiyu and our services will remain normal.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at:

Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

Starting from February 2018, our contribution software "SmartCon" is upgraded to version 1.6.5.

With immediate effect, "SmartCon" users can download the upgraded version (Monthly and Semi-Monthly versions) of SmartCon from our website www.bocpt.com at "Download Corner" -> "Software".

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at:

Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

We will send letters to self-employed persons (‘SEP’) by batches starting from 16 January 2018 to provide the details and proof of their relevant income for the purpose of calculating mandatory contribution, and to select whether to make contribution on a yearly or monthly basis for the next scheme year (from 1 April 2018 to 31 March 2019).

Please be reminded that if we do not receive the completed Declaration of Relevant Income before 28 February 2018, we will presume that the relevant income of the SEPs concerned will remain unchanged as last scheme year. The maximum relevant income level is subject to change of legislation from time to time, and the current maximum mandatory contribution amount is HKD1,500 per month or HKD18,000 per year.

Should you have any queries, please do not hesitate to contact our Customer Services Representatives at:

Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

With immediate effect, "PayEasy" users can download the 2018 public holiday file from our website www.bocpt.com at “Download Corner” -> “Software” to ensure the accurate calculation of contributions by the software in the coming year.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at:

Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

Nine constituent funds under two MPF schemes of BOCI-Prudential have won 10 Awards at the Top Fund Awards 2017 organized by Bloomberg Businessweek in recognition of their excellent fund performance: 

Best Performer (1-year) - RMB Focus 
Outstanding Performer (1-year) - RMB Focus 
Outstanding Performer (1-year) - Global Bond 
Outstanding Performer (1-year) - Global Equity 
Outstanding Performer (1-year) - Stable Growth Fund 
Best Performer (5-year) - Asia Bond 
Best Performer (5-year) - China Equity 
Outstanding Performer (5-year) - Growth Fund 
Outstanding Performer (5-year) - Stable Growth Fund 
Best Performer (10-year) - Global Equity 

Bloomberg Businessweek Top Fund Awards 2017 recognize top performing funds based on the 1-year, 5-year and 10-year total return figures calculated using historical data available on the Bloomberg Terminal as of 30 September 2017. Please click here for more details.

We are pleased to announce that we have received 3 prestigious accolades from the MPFA - "Good MPF Employer", "e-Contribution Award" and "Support for MPF Management Award". The Good MPF Employer Award seeks to promote and foster employer compliance with MPF legislation; encourage employers to provide better retirement benefits for their employees; and recognise employers who are exemplary in enhancing the retirement benefits of their employees. Please click here or refer to the MPFA’s website & Awardee List for details.

Our contribution software "PayEasy" has been upgraded to version 5.1e. With immediate effect, PayEasy users can download the “PayEasy Version 5.1 download file – Patch 5.1e” from our website www.bocpt.comat “Download Corner” -> “Software”. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

We have been honorably awarded “The Best of MPF App Service Provider” at e-Brand Awards 2017 co-organized by Hong Kong Economic Times and “e-zone” magazine on 18 Aug 2017. Our Company aims to provide customers with quality and electronic MPF products and service. Presenting us the award, the Organizer recognizes our Company’s continuous innovation and outstanding contribution in this aspect. Please click here for more details.

Please note that due to the closing of bank in Hong Kong on 23 Aug 2017 as a result of a tropical cyclone signal number 8 or above, according to the relevant provision of the principal brochure of the relevant MPF scheme, it is not a dealing day of the constituent fund today, the valuation and trading of all constituent funds will be suspended accordingly. All transaction instructions received today will be processed on next business day. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

Our contribution software "PayEasy" has been upgraded to version 5.1d. With immediate effect, PayEasy users can download the “PayEasy Version 5.1 download file – Patch 5.1d” from our website www.bocpt.comat “Download Corner” -> “Software”. Please ensure that your existing “PayEasy” version is 5.1c before upgrading to version 5.1d. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

We proudly announce that BOCI-Prudential has been awarded the “Best Group Over 3 Years - Bond” and 5 constituent funds under our MPF schemes have won respective accolades at the “2017 Lipper Hong Kong Fund Awards” organized by Lipper.Please click here for more details. 

Please note that starting from 1 July 2017, the hotline service office hours is Monday to Friday, 9 a.m. to 7 p.m.. Member can still login our website or interactive voice response system outside the hotline operating hours with login ID for account details, your login ID is the last 9 digits of the scheme number and 5 digits member number. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

A notice in relation to the correction of My Choice Mandatory Provident Fund Scheme’s Principal Brochure in the Chinese version has been issued. Please click here for more details. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
My Choice Customer Service Hotline : 2929-3366

Starting form 8 May 2017, we will enhance the login password security requirements to protect the security of member’s online MPF account. Currently a 6-8 digit password of member’s choice is required; while under the new standard, the login password should contain 8 - 15 characters (including alphabets in upper & lower case and numbers) selected by relevant user. New password security requirements will apply to scheme members’ first time login, password reset, or change of password. Nevertheless, members can keep using their existing passwords if they have set them before; while the password security setting for Interactive Voice Response System (IVRS) will remain unchanged. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

With effect from 27 March 2017, Bank of China (Hong Kong) (“BOCHK”) has completed the share transfer of Chiyu Bank. For details, please refer to the announcements issued by BOCHK on its website http://www.bochk.com/dam/bochk/desktop/top/aboutus/pressrelease2/2017/20170324_01_Press_Release_EN.pdf. With immediate effect, if employers/ self-employed persons make MPF contributions through Chiyu Bank branches, please provide our new designated Chiyu Bank account number to be credited 039-730-0-500687-4 (Easy-Choice MPF Scheme) / 039-730-0-500686-1 (My Choice MPF Scheme), as well as the 11-digit MPF Scheme Number. Updated Notices on MPF contribution can also be obtained from our website www.bocpt.com at “Download Corner” -> “Employer”. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

We proudly announce that on 9th Mar 2017, one of our MPF schemes has been awarded “MPF Ratings Gold Rated Scheme” for the fifth consecutive year at “The 2017 MPF Awards” organized by the MPF Ratings Ltd. Moreover, it has been named “2017 Consistent Performer” and further received “5 Year Consecutive Gold” award. 

Gold Rated Schemes have been awarded based on assessment criteria such as investment and performance, fees & charges and administration of all MPF schemes in Hong Kong as at 31 Dec 2016. Please click here for more details.

DIS will come into effect on 1 April 2017, with new MPF investment choices being added to BOC-Prudential Easy-Choice MPF Scheme and My Choice MPF Scheme. Scheme members can choose to invest all or a certain percentage of their accrued benefits according to the DIS and/or into Core Accumulation Fund, Age 65 Plus Fund or other constituent fund(s) as a standalone fund choice if they think it suits their personal needs. 

Starting from 3 April, we will send out the “DIS Re-investment Notice” (the “Notice”) by batches to scheme members who have not given any valid investment instruction. The Notice will elaborate how the members’ benefits may be affected by the DIS. Scheme members are required to make their investment choices by replying within 42 days from the date of the Notice. If we do not receive their replies on or before the deadline, their accrued benefits will be automatically re-invested according to the DIS. If members do not receive the Notice or are not sure if they have given investment instructions to us before, they should contact us immediately. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

Starting from 3 March 2017, our contribution software "SmartCon" is upgraded to version 1.6.4. Remarks number 4 is newly added to remind employers to provide the termination reason if they request to offset Long Service Payment / Severance Payment (“LSP / SP”) against the accrued benefits derived from employer’s contributions or there are accrued benefits attributable to employer’s voluntary contributions in the employee’s account. 

With immediate effect, "SmartCon" users can download the upgraded version (Monthly and Semi-Monthly versions) of SmartCon from our website www.bocpt.com at “Download Corner” -> “Software”. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

We will send letters to self-employed persons (‘SEP’) by batches starting from 17 January 2017 to provide the details and proof of their relevant income for the purpose of calculating mandatory contribution, and to select whether to make contribution on a yearly or monthly basis for the next scheme year (from 1 April 2017 to 31 March 2018). 

Please be reminded that if we do not receive the completed Declaration of Relevant Income before 28 February 2017, we will presume that the relevant income of the SEPs concerned will remain unchanged as last scheme year. The maximum relevant income level is subject to change of legislation from time to time, and the current maximum mandatory contribution amount is HKD1,500 per month or HKD18,000 per year. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

Please note that MPF investment instruction cut-off time of BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme and My Choice Mandatory Provident Fund Scheme will be changed to 4:00pm (Hong Kong time) with effect from 13 February 2017. Member’s valid investment instructions received by the Trustee at or before 4:00pm on any business day will normally be processed on the same day. Valid investment instructions received after 4:00pm on any business day or at any time on a Saturday, public holiday or other non-business day will normally be processed on the following business day. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

Five MPF funds of BOCI-Prudential have won 6 Awards at the Top Fund Awards 2016 organized by Bloomberg Businessweek in recognition of their excellent fund performance: 

Best Performer (5-year)- Balanced Fund
Best Performer (5-year)- China Equity
Best Performer (5-year)- Growth Fund
Best Performer (5-year)- RMB Focus
Outstanding Performer (5-year)- Asian Equity
Outstanding Performer (5-year)- Stable Growth Fund


Bloomberg Businessweek Top Fund Awards 2016 recognize top performing funds based on the 5-year and 10-year total return figures calculated using historical data available on the Bloomberg Terminal as of 30 September 2016. Please click here for more details.

Important changes to the Mandatory Provident Fund Schemes Ordinance will take effect from 1 April 2017 (“Effective Date”). From the Effective Date, the Default Investment Strategy (“DIS”) will replace the existing default fund of BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme and My Choice Mandatory Provident Fund Scheme (“the Scheme”) as new default investment arrangement. For details of relevant changes and other amendments to the Principal Brochure of the Scheme, Please click here for details. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

To further enhance the BOCI-Prudential MPF internet services, with effect from 1 December 2016, members can make changes to his “Fund Switching for Existing Account Balance” or “Re-Balance Existing Investment” in conjunction with the confirmation/changes to his “Future Investment” through member’s personal online MPF account. For more details, please refer to the section of Account Management under member’s personal online MPF account after 1 December 2016. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

Please note that due to the temporary suspension of banking services in Hong Kong on 21 Oct 2016 as a result of a tropical cyclone signal number 8, according to the relevant provision of the principal brochure of the relevant MPF scheme, it is not a dealing day of the constituent fund today, the valuation and trading of all constituent funds will be suspended accordingly. All transaction instructions received today will be processed on next business day. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

4 Oct 2016 - We are pleased to announce that we have been recognised as a Good MPF Employer in 2015-16 at the award presentation organised by the MPFA. The Good MPF Employer Award seeks to promote and foster employer compliance with MPF legislation; encourage employers to provide better retirement benefits for their employees; and recognise employers who are exemplary in enhancing the retirement benefits of their employees. Please refer to the MPFA’s website & Awardee List for details.

The On-going Cost Illustrations for BOC-Prudential Easy-Choice and My Choice MPF Scheme (Issue Date: 30 Sep 2016) have been updated. Starting from the Issue Date, clients can obtain the updated document by visiting our website www.bocpt.com. 

In addition, with immediate effect, the latest Scheme Pamphlet of My Choice MPF Scheme can also be downloaded from our website at “Download Corner” -> “Scheme Information” for clients’ perusal. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

We are pleased to announce that we have been awarded “Excellent Brand of MPF Smartphone Apps Award” at the Hong Kong Digital Brand Awards 2016 on 19 Aug. The award recognises our credentials of devising excellent mobile app that can assist our clients in managing their MPF accounts through smartphones anytime, anywhere. Please click here for more details.

We have been honorably awarded “The Best of MPF App Service Provider” at e-Brand Awards 2016 co-organized by Hong Kong Economic Times and “e-zone” magazine on 17 Aug 2016. Our Company aims to provide customers with quality and electronic MPF products and service. Presenting us the award, the Organizer recognizes our Company’s efforts and contribution in this aspect. Please click here for more details.

Please note that due to the period during which banks in Hong Kong are open is reduced as a result of a tropical cyclone signal number 8, according to the relevant provision of the principal brochure of the relevant MPF scheme, it is not a dealing day of the constituent fund today, the valuation and trading of all constituent funds will be suspended accordingly. All transaction instructions received today will be processed on next business day. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

We proudly announce that on 3rd Mar 2016, all our MPF schemes have been awarded “MPF Ratings Gold Rated Scheme” at “The 2016 MPF Awards” organized by the MPF Ratings Ltd. Moreover, one of our MPF schemes has been named “MPF Ratings Gold Rated Scheme” for 4 consecutive years and further received “2016 Consistent Performer” award, together with 2 more accolades - “Best 1 Year Performance – Bond Fund” and “Best 1 Year Performance – Mixed Asset Fund 81-100” for its respective constituent funds. Please click here for more details.

Our contribution software "PayEasy" has been upgraded to version 5.1c. With immediate effect, PayEasy users can download the “PayEasy Version 5.1 download file – Patch 5.1c” from our website www.bocpt.comat “Download Corner” -> “Software”. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

With effect from 13 Jun 2016, a new type of membership, SVC members, will be established under BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme (the “Scheme”). The Application Form for Special Voluntary Contribution (SVC) Member (for non-existing members) and Participation Agreement (for SVC Members) can be obtained from the same day onwards by visiting our website: www.bocpt.com or calling the MPF Administration Hotline. 

There are two types of SVC - Regular SVC and Lump Sum SVC. The Regular SVC is subject to a minimum monthly amount $300, whilst the Lump Sum SVC is subject to a minimum amount of HK$1,000. Participating members of the scheme may simply submit an Application for Special Voluntary Contribution (SVC) (For Existing Member Only) which can be obtained from the same day onwards by visiting our website or calling the MPF Administration Hotline, if they choose to make SVC to their existing MPF accounts. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030

With effect from 30 May 2016, Bank of China (Hong Kong) (“BOCHK”) has completed the share transfer of NCB. For details, please refer to the announcements issued by BOCHK on its website http://www.bochk.com/en/ncbtransfer.html. Starting from the same day, if employers/ self-employed persons make MPF contributions through NCB bank branches, please provide our new designated NCB account number to be credited 043-472-0-049522-0 (Easy-Choice MPF Scheme) / 043-472-0-049523-3 (My Choice MPF Scheme), as well as the 11-digit MPF Scheme Number. Updated Notices on MPF contribution can also be obtained from our website www.bocpt.com at “Download Corner” -> “Employer”. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

With effect from 13 Jun 2016, a new type of membership, SVC members, will be established under BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme (the “Scheme”). Any person who is or had been a member of a registered MPF or an occupational retirement scheme (but is not an existing member of the Scheme) may participate in the Scheme as an SVC member by completing an application form and executing a participation agreement. For details of the above amendments and other associated changes, please click here. The Principal Brochure together with its addenda are available free of charge at our Customer Centre, or can be downloaded from our website www.bocpt.com, starting from 13 May 2016. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030

We are pleased to offer a complete set of electronic fillable MPF administration forms online that are commonly used with effect from 19 Apr 2016. Relevant electronic fillable forms can be obtained from the Download Corner on our website www.bocpt.com. Please note that our web-based administration forms will be updated as and when necessary without prior notice. You may visit the Download Corner on our website to acquire the latest version.

Moreover, section VI (Documentation) of Special Voluntary Contribution Member Application Form of My Choice MPF Scheme has been updated with immediate effect. Clients are required to submit a scheme participation proof together with a copy of HKID card /Passport or travel documents and residential address proof. The updated form (version as at Feb 2016) can be obtained from our website www.bocpt.com at “Download Corner” -> “Special Voluntary Contribution (SVC) Member”.

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

Our contribution software "SmartCon" (Semi-monthly) will be upgraded to version 1.6.3 in accordance with the updated calculation of employee’s voluntary contributions. With immediate effect, "SmartCon" users can download the upgraded version of SmartCon from our website www.bocpt.com at “Download Corner” -> “Software” to ensure the accurate calculation of contributions by the software. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

With effect from 29 March 2016, we will commence accepting payment for MPF contributions by e-Cheque from employers and self-employed persons (“SEPs”). After issuing an e-Cheque, employers / SEPs are cordially invited to submit the e-Cheque in PDF format to us via e-Cheque upload service of MPF account on our website, and furthermore, for those employers / SEPs who have Bank of China (Hong Kong) (“BOCHK”) accounts, they can also send the e-Cheque directly to us through the email service provided by BOCHK Internet Banking. 

For more details about how to issue and submit e-Cheque online, please click here. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

We are pleased to offer a new digital solution - electronic fillable MPF administration forms that are commonly used with effect from 14 Mar 2016, thereby facilitating the clients’ smooth completion of administration forms. Relevant electronic fillable forms can be obtained from the Download Corner on our website www.bocpt.com. The rest of electronic fillable forms will be available on our website by mid-April 2016. 

Please note that our web-based administration forms will be updated as and when necessary without prior notice. You may visit the Download Corner on our website to acquire the latest version. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

With effect from 1 February 2016, when scheme members retire or early retire, they are allowed to withdraw accrued benefits by instalments in addition to withdrawing accrued MPF benefits in a lump sum or retaining benefit in the scheme in accordance with the Mandatory Provident Fund Schemes (Amendment) Ordinance 2015. No fee will be imposed on the lump sum payment of accrued benefits or the first four withdrawals by instalments each calendar year, but a handling fee of HK$100 will be charged by our company for each additional partial withdrawal afterwards. For more details, please click here to view the pamphlet issued by The Mandatory Provident Fund Schemes Authority. 

The current Claim Form for Payment of Accrued Benefits will be replaced by Form MPF(S)-W(R) (applicable to claims on grounds of retirement or early retirement) and Form MPF(S)-W(O) (applicable to claims on other grounds) which can be obtained from the effective date onwards by visiting the Trustee’s website: www.bocpt.com or calling the MPF Administration Hotline. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

We will send letters to self-employed persons starting from 15 Jan 2016 to provide the details and proof of their relevant income for the purpose of calculating mandatory contribution, and to select whether to make contribution on a yearly or monthly basis for the next scheme year (from 1 April 2016 to 31 March 2017). 

Please be reminded that if we do not receive the completed Declaration of Relevant Income before 29 February 2016, we will presume that the relevant income of the SEPs concerned will remain unchanged as last scheme year. The maximum relevant income level is subject to change of legislation from time to time, and the current maximum mandatory contribution amount is HKD1,500 per month or HKD18,000 per year. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

With effect from 15 December 2015, the Principal Brochure of BOC-Prudential Easy- Choice Mandatory Provident Fund Scheme has been amended in accordance with the Mandatory Provident Fund Schemes (Amendment) Ordinance 2015, including the addition of withdrawal of accrued benefits by instalments, fee relating to payment of accrued benefits by instalment, and subsequent changes to the definitions of “Offer spread”, “Bid spread” and “Withdrawal charge” under Section 7.1 “Fee tables”, as well as the addition of Terminal Illness as one of the grounds for the early withdrawal of accrued benefits. Moreover, amendments will be made to the investment policies of constituent funds and the sub-funds of Umbrella Unit Trust. Changes relating to the offsetting arrangement of severance/ long service payment and notice period in relation to the modification of the Trust Deed of the Scheme have also been reflected in the addendum. In addition, a new provision will be introduced in the Trust Deed on the transfer of units between participating schemes under the Scheme. 

Please click here to view the Second, Third and Fourth Addendum to the Principal Brochure for more details about the above changes. The Principal Brochure (Date of publication: 2 April 2013) together with its four addenda are available free of charge at our Customer Service Centre, or can be downloaded from our website www.bocpt.com, starting from 15 Dec 2015. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030

The MPFA recently published a book titled “Towards Retirement Security” to mark the 15th anniversary of the implementation of the MPF system in Hong Kong. This book reviews trends and developments in retirement protection systems in Hong Kong and overseas, showing approaches adopted by different societies to respond to the issue. The MPFA hopes the book will deepen the public’s understanding of the role of the MPF System in Hong Kong’s overall retirement protection framework. 

For more details about the new book, please click here to view and download the MPFA’s online versions.

With effect from 7 Dec 2015, the Principal Brochure of My Choice Mandatory Provident Fund Scheme has been amended in accordance with the Mandatory Provident Fund Schemes (Amendment) Ordinance 2015, including the addition of withdrawal of accrued benefits by instalments, fee relating to payment of accrued benefits by instalment, and subsequent changes to the definitions of “Offer spread”, “Bid spread” and “Withdrawal charge” under Section 7.1 “Fee tables”. Moreover, the name of the investment manager of My Choice RMB & HKD Money Market Fund has been changed from “RCM Asia Pacific Limited” to “Allianz Global Investors Asia Pacific Limited”. 

Please click here to view the Important Notice on Amendments to the Principal Brochure and the Second Addendum for more details about the above changes. The latest Principal Brochure (Date of publication: 30 September 2015) together with its two addenda are available free of charge at our Customer Service Centre, or can be downloaded from our website www.bocpt.com, starting from 7 Dec 2015. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
My Choice Customer Service Hotline : 2929-3366

We are pleased to announce that with effect from 31 Mar 2016, we will commence accepting payment for MPF contributions by e-cheque from both corporate and individual clients, in tandem with the official launch of full-scale e-Cheque services offered by local banks on the same day (trial commencement date of certain banks: 7 Dec 2015). Relevant clients should retain the current methods of payment for MPF contributions before 31 Mar 2016, and thereafter make MPF contributions either by e-cheque or their current methods on or before the Contribution Day each month (i.e. the 10th day of each month). 

Please kindly visit our website www.bocpt.com for more details to be announced later about e-Cheque services launched by corresponding banks and our official acceptance of payment for MPF contributions by e-cheque. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

THIS DOCUMENT IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. IF IN DOUBT, PLEASE SEEK PROFESSIONAL ADVICE.

BOCI-Prudential Trustee Limited accepts responsibility for the accuracy of the contents hereof.

Thank you very much for your participation in the Scheme. We would like to inform you the following changes to the Principal Brochure of the Scheme:

Unless otherwise defined, capitalized terms used herein shall have the same meaning as defined in the Principal Brochure of the Scheme.

Amendments relating to the investment risk profiles of the Constituent Funds of the Scheme

We would like to inform you that there will be a change in respect of the determination mechanism of the investment risk profiles of the Constituent Funds of the Scheme described in the Principal Brochure. At present, under Section 3.1 “Investment Policy of the Constituent Funds” of the Principal Brochure, the investment risk profiles of the Constituent Funds of the Scheme are determined by the investment managers of the Constituent Fund and/or the underlying APIFs and/or approved ITCIS based on the investment mix of the respective Constituent Funds/underlying APIFs/approved ITCIS. The party who determines the investment risk profiles of the Constituent Funds of the Scheme will be revised to BOCI-Prudential Trustee Limited instead of the investment managers.

The change is made for the purpose of providing update information of the Investment Risk Profile. The disclosure relating to the determination mechanism of investment risk profiles of Constituent Funds of the Scheme under the above-mentioned section will be amended accordingly.

The above change will take immediate effect from the date hereof.

Details of amendments mentioned above are set out in the First Addendum to the Principal Brochure.

The Principal Brochure together with the First Addendum are available for inspection free of charge at our Customer Service Centre at Unit 2403, 24/F, Citicorp Centre, 18 Whitfield Road, Causeway Bay, Hong Kong or can be downloaded from our website: www.bocpt.com.

If you have any questions on the above amendment, please do not hesitate to call our Customer Services Representative at 2929 3366.

BOCI-Prudential Trustee Limited

With immediate effect, "PayEasy" users can download the 2016 public holiday file from our website www.bocpt.com at “Download Corner” -> “Software” to ensure the accurate calculation of contributions by the software in the coming year. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

With effect from 30 Sep 2015, the Principal Brochure of My Choice Mandatory Provident Fund Scheme (the “Scheme”) has been amended in accordance with the Mandatory Provident Fund Schemes (Amendment) Ordinance 2015 (the “Ordinance”) (including the addition of Terminal Illness as one of the grounds for the early withdrawal of accrued benefits). Moreover, clarification of the investment policy’s description of the My Choice Hong Kong Equity Fund and associated changes relating to the offsetting arrangement of severance/ long service payment have also been made. 

Please refer to the Summary of Changes (click here) for more details about the above changes and other amendments to the Principal Brochure and the Trustee Deed . The latest consolidated Principal Brochure and Trust Deed are available free of charge at our Customer Centre, or can be downloaded from our website www.bocpt.com with immediate effect. 

The Ongoing Cost Illustrations for BOC-Prudential Easy-Choice and My Choice MPF Scheme (Issue Date: 30 Sep 2015) have also been updated in accordance with relevant requirement in the “Code on Disclosure for MPF Investments Funds”. Starting from the Issue Date, members can also obtain the updated document by visiting our website www.bocpt.com. 

Moreover, we will no longer accept the submission of old version Claim Form for Payment of Accrued Benefits after 1 Nov 2015. In this connection, if you have retained copies of the former Claim Form for Payment of Accrued Benefits, please dispose of them and use the latest form (version as at June 2015). The latest form can be obtained by visiting our website www.bocpt.com or calling our MPF Administration Hotline. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

If employers intend to make long-service payment/severance payment (LSP/SP) to a leaving employee (and apply for offsetting the LSP/SP with accrued benefits derived from the employer’s contributions afterwards), please contact us before you do so as soon as practicable to check the net amount of your contributions in relevant employee’s MPF account. Otherwise, if part of or all of the accrued benefits derived from your contributions have already been withdrawn on grounds of Terminal Illness by the employee in the course of employment, you may find it impossible to be reimbursed after making full payment of LSP / SP to such employee. 

Should you have any queries on the above offsetting arrangement or request relevant administration form(s), please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

The Legislative Council has passed the Special Holiday (3 September 2015) Bill on 9 July 2015 to designate 3 September 2015 (namely the 70th anniversary day of the victory of the Chinese people’s war of resistance against Japanese aggression) as a one-off additional Statutory Holiday and General Holiday for 2015. 

To ensure the accurate calculation of contributions by "PayEasy" after the addition of this public holiday, "PayEasy" users can download the updated 2015 public holiday file from our website www.bocpt.comstarting from now on. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

With effect from 1 Aug 2015, “Terminal Illness” will be included as an additional ground for the early withdrawal of accrued benefits for members in accordance with the Mandatory Provident Fund Schemes (Amendment) Ordinance 2015 (the “Ordinance”). A scheme member who suffers from a terminal illness which is likely to reduce the life expectancy to 12 months or less can lodge a claim for the accrued benefits with his trustee within 12 months of the issue date of a Medical Certificate from a registered medical practitioner or a registered Chinese medicine practitioner. Please visit MPFA’s website for more details. Relevant Claim Form for Payment of Accrued Benefits will be updated accordingly and can be obtained from the same day onwards by visiting our website: www.bocpt.com or calling our MPF Administration Hotline. 

The Ordinance has also clarified the definitions of “Permitted Period” and “Contribution Day” in the case of self-employed person (“SEP”). “Permitted Period” refers to the period within which employers are required to enroll their employees into a MPF scheme or the person who becomes self-employed is required to enroll himself/herself in a MPF scheme. The Permitted Period is 10 days for casual employee and 60 days for non-casual employee and SEP, whereas the Contribution Day related to SEP refers to the last day of relevant contribution period (either on a monthly or yearly basis). If the last day of Permitted Period/ SEP’s Contribution Day falls on a Saturday, a public holiday, a gale warning day or a black rainstorm warning day, the Permitted Period/ Contribution Day will be extended to the next following day which is not a Saturday, a public holiday, a gale warning day or a black rainstorm warning day. 

In addition, the Ordinance has been amended to streamline and automate MPF administration processes. With effect from 1 Aug 2015, the Participation Certificate currently issued by the MPFA to employers will be eliminated and employers will no longer need to display the certificate at their principal place of business. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366

With effect from 1 July 2015, amendments will be made to the notice period in relation to changing the investment policy of constituent funds and the index disclaimer of the BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme (the “Scheme”). For more details, please click here. The Principal Brochure together with its first addendum are available free of charge at our Customer Centre, or can be downloaded from our website www.bocpt.com, starting from 14 May 2015. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030

We will send letters to self-employed persons in the middle of January to provide the details and proof of their relevant income for the purpose of calculating mandatory contribution, and to select whether to make contribution on a yearly or monthly basis for the next scheme year (from 1 April 2015 to 31 March 2016). 

Please be reminded that if we do not receive the completed Declaration of Relevant Income before 28 February 2015, we will presume that the relevant income of the SEPs concerned will remain unchanged as last scheme year. The maximum relevant income level is subject to change of legislation from time to time, and the current maximum mandatory contribution amount is HKD1,500 per month or HKD18,000 per year. 

Should you have any queries, please do not hesitate to call our Customer Services Representatives at: 
Easy-Choice MPF Administration Hotline : 2929-3030
My Choice Customer Service Hotline : 2929-3366