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                                                              MPF/ORSO
                                                               
                                                               

                                                              Simplify Investment Instruction Options

                                                              To simplify the options for investment instruction and accommodate for the launch of the Default Investment Strategy, effective from 1 April 2017 ("Effective Date"), we will modify the options for investment mandate of transfer-in-assets ("Transfer-in Mandate").

                                                              On the Effective Date, the column of "Transfer-in Mandate" will be removed from the relevant administration forms (namely, the "Member Enrolment Form" and the "Change of Investment Mandate for Future Contributions/ Fund Switching for Existing Balance Form") and the relevant sections relating to investment mandates from the web-environment (e.g. member website and mobile application) so that they will appear as below.

                                                              20170315 Simplify Eng

                                                              For more details, please read the relevant letter that is mailed to members (except members of personal accounts) with the 2016 "Member Benefit Statement".

                                                              Please be informed that, on the same day (1 April), change of investment instruction (including switching existing fund balance and change of investment mandate for future contributions and transfer-in-assets) and redemption of Easy Gold Plan through "Interactive Voice Response System" will be suspended. If you would like to change your investment portfolio, you can give instruction through our website www.bcthk.com, mobile application, or by form submission. If you would like to have redemption of your Easy Gold Plan, you can give instruction through our website www.bcthk.com, or by form submission.

                                                              Regular Employee
                                                              Self-employed Person (SEP)
                                                              Casual Employee

                                                              A “regular employee account” is an MPF account of which the primarily mandatory contributions and any voluntary contributions are paid in respect of any current employment of a member of an MPF scheme.

                                                              Just a few steps to join us:

                                                              Step 1
                                                              Receive Form
                                                              Receive Form

                                                              You will receive an enrolment form from your employer.
                                                              You may also download the complete BCT (MPF) Pro Choice Information Kits - Regular Employee and read our Offering Documents before enroll.

                                                              BCT (MPF) Pro Choice Information Kit (Regular Employee):
                                                              ‧ MPF Scheme Brochure : BCT (MPF) Pro Choice
                                                              Download Form
                                                              ‧ Product Summary
                                                              Download Form
                                                              ‧ Company Leaflet
                                                              Download Form
                                                              ‧ Member Enrolment Form
                                                                                                                               (Master Trust Scheme – BCT (MPF) Pro Choice) [AP(REE)–MT]
                                                              Download Form
                                                              ‧ Scheme Member's Request for Account Consolidation Form
                                                                 (For Consolidating Multiple Personal Accounts into One Account) [MPF(S)-P(C)]
                                                              Download Form
                                                              ‧ Request for Fund Transfer Form
                                                                (For self-employed person, personal account holder or employee ceasing employment)  
                                                                and Statement of Authentication [RFT(MEM)]
                                                              Download Form
                                                               
                                                              download all but

                                                              Step 2
                                                              Selection
                                                              Selection

                                                              The investment choice you make should be based on your individual circumstances.

                                                              Step 3
                                                              Complete
                                                              Complete

                                                              Complete the Member Enrolment form.

                                                              Upon completion of your enrolment, you will receive:

                                                               

                                                               

                                                              A self-employed person ("SEP") is a person who earns income from the production of or trade in goods or services in a capacity other than an employee. If you are a sole-proprietor of or partner in a business, you are regarded as an SEP under the MPF System. If you are an SEP at least 18 but under 65 years of age, you have the legal obligation to enroll yourself into an MPF scheme.

                                                              Learn more about the definition of SEPSelf-Employed Person

                                                              For enrolment, please download the complete BCT (MPF) Pro Choice Information Kits – Self-employed Person, and read our Offering Documents before enroll.

                                                              BCT (MPF) Pro Choice Information Kit (Self-Employed):
                                                              ‧ MPF Scheme Brochure : BCT (MPF) Pro Choice
                                                              Download Form
                                                              ‧ Product Summary
                                                              Download Form
                                                              ‧ Company Leaflet
                                                              Download Form
                                                              ‧ Application Form - Self-employed Person
                                                              (Master Trust Scheme - BCT (MPF) Pro Choice) [AP(SEP)–MT]
                                                              Download Form
                                                              ‧ Scheme Member’s Request for Account Consolidation Form
                                                              (For Consolidating Multiple Personal Accounts into One Account) [MPF(S)-P(C)]
                                                              Download Form
                                                              ‧ Request for Fund Transfer Form
                                                                (For self-employed person, personal account holder or employee ceasing employment)  
                                                                and Statement of Authentication [RFT(MEM)]
                                                              Download Form
                                                               
                                                              download all but

                                                              A “causal employee account” is an MPF account of which the primarily mandatory contributions are paid in respect of any person who works in the construction industry or the catering industry on a day-to-day basis, or for a fixed period of less than 60 days.

                                                              Just a few steps to join us:

                                                              Step 1
                                                              Receive Form
                                                              Receive Form

                                                              You will receive an Enrolment Form from your employer, or you may download it here.

                                                              Step 2
                                                              Submission
                                                              Submission

                                                              Submit the completed enrolment form to BCT with a copy of your HKID Card / Passport

                                                              Once BCT receives your Enrolment Form, we will send you the following:

                                                              For enrollment, please download the form here.

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