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Easy-Choice MPF – Download Corner

Employer

Please note: the fillable PDF forms on our website DO NOT support save function. Please directly print them out upon completion to avoid missing any data when you attempt to save such PDF forms.

Item Name
File Size
Download
Sample
Application Items
 
 
 
Employer Application Form (electronic fillable)
935k
Notice of Authorized Signatories for Employers (electronic fillable)
849k
Application for MPF Account Advanced Mode Login (electronic fillable)
685k
Supplementary Voluntary Contribution Form (electronic fillable)
840k
Employer's Request for Fund Transfer Form (electronic fillable)
279k
Direct Debit Authorization (electronic fillable)
754k
Member Enrolment Form (electronic fillable)
863k
Self-Certification Form – Entity
2066k
Self-Certification Form (Supplement) – Entity
808k
Self-Certification Form – Controlling Person
1981k
Self-Certification Form (Supplement) – Controlling Person
780k
Self-Certification Form - Individual
2000k
Tax Residency Self-Certification Supplement - For Member
782k
Notes for MPF Contribution
 
 
 
Notice on MPF Contributions
3484k
MPF Administration Guide
3595k
Contributions
 
 
 
Remittance Statement (electronic fillable)
334k
PayEasy demo video - file backup (Chinese version only)
6628k
PayEasy demo video - generate salary payroll file and upload to CIB system (Chinese version only)
10756k
PayEasy demo video - software upgrade (Chinese version only)
13788k
Change Particulars
 
 
 
Notice of Change of Employer's Particulars / Contribution Method (electronic fillable)
687k
Notice of Addition / Change of Employer's Standard Voluntary Contributions (electronic fillable)
929k
Employee Termination
 
 
 
Notice of Termination of Employment (electronic fillable)
1325k
Receipt of Long Service Payment (LSP) / Severance Payment (SP) (electronic fillable)
310k
Contribution Surcharge Objection Form
 
 
 
Contribution Surcharge Objection Form - (version Sep 2020)
699k
Application Items
Employer Application Form (electronic fillable)
File Size
935k
Download
Sample
Notice of Authorized Signatories for Employers (electronic fillable)
File Size
849k
Download
Sample
Application for MPF Account Advanced Mode Login (electronic fillable)
File Size
685k
Download
Sample
Supplementary Voluntary Contribution Form (electronic fillable)
File Size
840k
Download
Sample
Employer's Request for Fund Transfer Form (electronic fillable)
File Size
279k
Download
Sample
Direct Debit Authorization (electronic fillable)
File Size
754k
Download
Sample
Member Enrolment Form (electronic fillable)
File Size
863k
Download
Sample
Self-Certification Form – Entity
File Size
2066k
Download
Sample
Self-Certification Form (Supplement) – Entity
File Size
808k
Download
Sample
Self-Certification Form – Controlling Person
File Size
1981k
Download
Sample
Self-Certification Form (Supplement) – Controlling Person
File Size
780k
Download
Sample
Self-Certification Form - Individual
File Size
2000k
Download
Sample
Tax Residency Self-Certification Supplement - For Member
File Size
782k
Download
Sample
Notes for MPF Contribution
Notice on MPF Contributions
File Size
3484k
Download
Sample
MPF Administration Guide
File Size
3595k
Download
Sample
Contributions
Remittance Statement (electronic fillable)
File Size
334k
Download
Sample
PayEasy demo video - file backup (Chinese version only)
File Size
6628k
Download
Sample
PayEasy demo video - generate salary payroll file and upload to CIB system (Chinese version only)
File Size
10756k
Download
Sample
PayEasy demo video - software upgrade (Chinese version only)
File Size
13788k
Download
Sample
Change Particulars
Notice of Change of Employer's Particulars / Contribution Method (electronic fillable)
File Size
687k
Download
Sample
Notice of Addition / Change of Employer's Standard Voluntary Contributions (electronic fillable)
File Size
929k
Download
Sample
Employee Termination
Notice of Termination of Employment (electronic fillable)
File Size
1325k
Download
Sample
Receipt of Long Service Payment (LSP) / Severance Payment (SP) (electronic fillable)
File Size
310k
Download
Sample
Contribution Surcharge Objection Form
Contribution Surcharge Objection Form - (version Sep 2020)
File Size
699k
Download
Sample

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.

 

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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.

 

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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.

 

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