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My Choice MPF – Download Corner

Personal Account 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
 
 
 
Personal Account Member Application Form and Participation Agreement
1558k
Scheme Member’s Request For Fund Transfer Form (electronic fillable)
513k
Scheme Member’s Request For Account Consolidation Form (for consolidating multiple personal accounts into one account) (electronic fillable)
1162k
Employee Choice Arrangement ("ECA") - Transfer Election Form (electronic fillable)
1098k
Self-Certification Form - Individual
471k
Tax Residency Self-Certification Supplement - For Member
317k
My Choice e-Onboarding MPF Mobile App User Manual
2230k
Change Particulars
 
 
 
Notice of Change of Scheme Member’s Particulars (electronic fillable)
2969k
Change of Investment Fund Instruction (for Future Contribution and/or Existing Account Balances)
896k
Fund Switching Instruction(for Existing Account Balance Only)(electronic fillable)
366k
Instruction of Use of Personal Information
244k
Member Annual Benefit Statement Reading Guide
 
 
 
2022/2023 Member Annual Benefits Statement Reading Guide
874k
Application Items
Personal Account Member Application Form and Participation Agreement
File Size
1558k
Download
Sample
Scheme Member’s Request For Fund Transfer Form (electronic fillable)
File Size
513k
Download
Sample
Scheme Member’s Request For Account Consolidation Form (for consolidating multiple personal accounts into one account) (electronic fillable)
File Size
1162k
Download
Sample
Employee Choice Arrangement ("ECA") - Transfer Election Form (electronic fillable)
File Size
1098k
Download
Sample
Self-Certification Form - Individual
File Size
471k
Download
Sample
Tax Residency Self-Certification Supplement - For Member
File Size
317k
Download
Sample
My Choice e-Onboarding MPF Mobile App User Manual
File Size
2230k
Download
Sample
Change Particulars
Notice of Change of Scheme Member’s Particulars (electronic fillable)
File Size
2969k
Download
Sample
Change of Investment Fund Instruction (for Future Contribution and/or Existing Account Balances)
File Size
896k
Download
Sample
Fund Switching Instruction(for Existing Account Balance Only)(electronic fillable)
File Size
366k
Download
Sample
Instruction of Use of Personal Information
File Size
244k
Download
Sample
Member Annual Benefit Statement Reading Guide
2022/2023 Member Annual Benefits Statement Reading Guide
File Size
874k
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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