News details Issuance of the Latest Principal Brochure of My Choice Mandatory Provident Fund Scheme , Updated On-going Cost Illustrations for MPF Scheme & Suspension of using old version of Claim Form for Payment of Accrued Benefits
Issuance of the Latest Principal Brochure of My Choice Mandatory Provident Fund Scheme , Updated On-going Cost Illustrations for MPF Scheme & Suspension of using old version of Claim Form for Payment of Accrued Benefits
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
Important Note - Fraudulent Websites
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.
Please read the Terms and Conditions on the Website before using any services available on the website and / or via telephone services (collectively, the “Services”). Your continued use of the Services will mean that you irrevocably and unconditionally accept and agree to be bound by the Terms and Conditions as the same may be amended from time to time and any amendment to the Terms and Conditions shall be effective immediately upon posting on the Website.
BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme
IMPORTANT INFORMATION
You should consider your own risk tolerance level and financial circumstances before making any investment choices. When, in your selection of Constituent Funds, you are in doubt as to whether a certain Constituent Fund is suitable for you (including whether it is consistent with your investment objectives), you should seek financial and/or professional advice and choose the Constituent Fund(s) most suitable for you taking into account your circumstances.
You should consider your own risk tolerance level and financial circumstances before investing in the MPF Default Investment Strategy (as defined in section 6.7 (MPF Default Investment Strategy)). You should note that the BOC-Prudential Core Accumulation Fund and the BOC-Prudential Age 65 Plus Fund may not be suitable for you, and there may be a risk mismatch between the BOC-Prudential Core Accumulation Fund and the BOC-Prudential Age 65 Plus Fund and your risk profile (the resulting portfolio risk may be greater than your risk preference). You should seek financial and/or professional advice if you are in doubt as to whether the MPF Default Investment Strategy is suitable for you, and make the investment decision most suitable for you taking into account your circumstances.
You should note that the implementation of the MPF Default Investment Strategy may have an impact on your MPF investments and accrued benefits. We recommend that you consult with the Trustee if you have doubts on how you are being affected.
Fees and charges of a MPF conservative fund can be deducted from either (i) the assets of the fund or (ii) members’ account by way of unit deduction. The BOC-Prudential MPF Conservative Fund uses method (i) and, therefore, unit prices/NAV/fund performance quoted have incorporated the impact of fees and charges.
If you are in doubt about the meaning or effect of the contents of the information in this website, you should seek independent professional advice.
My Choice Mandatory Provident Fund Scheme
IMPORTANT INFORMATION
You should consider your own risk tolerance level and financial circumstances before making any investment choices. When, in your selection of Constituent Funds, you are in doubt as to whether a certain Constituent Fund is suitable for you (including whether it is consistent with your investment objectives), you should seek financial and/or professional advice and choose the Constituent Fund(s) most suitable for you taking into account your circumstances.
You should consider your own risk tolerance level and financial circumstances before investing in the MPF Default Investment Strategy (as defined in section 6.7 (MPF Default Investment Strategy)). You should note that the My Choice Core Accumulation Fund and the My Choice Age 65 Plus Fund may not be suitable for you, and there may be a risk mismatch between the My Choice Core Accumulation Fund and the My Choice Age 65 Plus Fund and your risk profile (the resulting portfolio risk may be greater than your risk preference). You should seek financial and/or professional advice if you are in doubt as to whether the MPF Default Investment Strategy is suitable for you, and make the investment decision most suitable for you taking into account your circumstances.
You should note that the implementation of the MPF Default Investment Strategy may have an impact on your MPF investments and accrued benefits. We recommend that you consult with the Trustee if you have doubts on how you are being affected.
Fees and charges of a MPF conservative fund can be deducted from either: (i) the assets of the fund; or (ii) members’ account by way of unit deduction. The My Choice MPF Conservative Fund uses method (i) and, therefore, unit prices/NAV/fund performance quoted have incorporated the impact of fees and charges.
If you are in doubt about the meaning or effect of the contents of the information in this website, you should seek independent professional advice.
