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                                                              MPF/ORSO
                                                               
                                                               

                                                              Termination of Two Portfolios under “BCT Premier Pooled ORSO Retirement Plan”

                                                              "BCT ORSO U.S. Equity Index Fund" and "BCT ORSO European Equity Index Fund" under the BCT Premier Pooled ORSO Retirement Plan ("the Plan") will be terminated with effect from 11 May 2021.

                                                              If you hold any units in these two portfolios, please take prompt action as described below (details are stated in the relevant notice). In case you do not take relevant action by the deadline, your said units will be sold and invested in "BCT ORSO HK Dollar Cash Fund "of the Plan.

                                                               

                                                              For Employer

                                                              Please complete and submit the "Employer Change of Investment Instruction for Future Contributions / Fund Switching for Existing Balance Form".

                                                               

                                                              For Member

                                                              Please log in to the member website of the Plan, go to "Investment Switching", and select "Change Investment Mandate for Future Contributions", and / or "Switch Fund for Existing Balance".

                                                               

                                                              Key Dates

                                                               Investment Instruction  Key Dates
                                                               Change of Mandate and Switching Out Deadline  4:00p.m. on 5 May 2021
                                                               Termination of 2 Portfolios  11 May 2021

                                                               

                                                               

                                                               

                                                               

                                                              Please take necessary action now if applicable. To learn more about the termination, please read the "Notice to Participating Employers and Members" or call the ORSO Plan Hotline at 2298 9389.

                                                              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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