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Easy-Choice MPF – Download Corner

Special Voluntary Contribution (SVC) Member

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
 
 
 
Application for Special Voluntary Contribution Member (electronic fillable)
2062k
Application for Special Voluntary Contribution (For Existing Member Only)
1256k
Member Direct Debit Authorization (electronic fillable)
182k
Self-Certification Form - Individual
2000k
Tax Residency Self-Certification Supplement - For Member
782k
Change Particulars
 
 
 
Notice of Change of Scheme Member's Particulars (electronic fillable)
236k
Change of Investment Fund Instruction of Special Voluntary Contribution & Regular Special Voluntary Contribution (electronic fillable)
282k
Notice of Change of Scheme Member’s Regular Special Voluntary Contributions (electronic fillable)
191k
Special Voluntary Contribution Redemption Instruction (electronic fillable)
194k
Instruction of Use of Personal Information
184k
Member Annual Benefit Statement Reading Guide
 
 
 
2023/2024 Member Annual Benefits Statement Reading Guide
818k
Smart Notes For Special Voluntary Contribution (SVC) Members
 
 
 
Smart Notes For Special Voluntary Contribution (SVC) Members
214k
Application Items
Application for Special Voluntary Contribution Member (electronic fillable)
File Size
2062k
Download
Sample
Application for Special Voluntary Contribution (For Existing Member Only)
File Size
1256k
Download
Sample
Member Direct Debit Authorization (electronic fillable)
File Size
182k
Download
Sample
Self-Certification Form - Individual
File Size
2000k
Download
Sample
Tax Residency Self-Certification Supplement - For Member
File Size
782k
Download
Sample
Change Particulars
Notice of Change of Scheme Member's Particulars (electronic fillable)
File Size
236k
Download
Sample
Change of Investment Fund Instruction of Special Voluntary Contribution & Regular Special Voluntary Contribution (electronic fillable)
File Size
282k
Download
Sample
Notice of Change of Scheme Member’s Regular Special Voluntary Contributions (electronic fillable)
File Size
191k
Download
Sample
Special Voluntary Contribution Redemption Instruction (electronic fillable)
File Size
194k
Download
Sample
Instruction of Use of Personal Information
File Size
184k
Download
Sample
Member Annual Benefit Statement Reading Guide
2023/2024 Member Annual Benefits Statement Reading Guide
File Size
818k
Download
Sample
Smart Notes For Special Voluntary Contribution (SVC) Members
Smart Notes For Special Voluntary Contribution (SVC) Members
File Size
214k
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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