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Change of Scheme Particulars

The ORSO requires the relevant or representative employer to notify the Registrar within one month of any change to the following:

  • the relevant or representative employer;
  • administrator;
  • scheme name; or
  • name and address of relevant or representative employer.

ORSO also requires the designated person of a registered scheme to notify the Registrar of any change of the name or address of the designated person or administrator of the scheme which was previously supplied to the Registrar within one month of the change.

The following forms are to be used for notification of the relevant changes:
  1. Change of scheme name

    The relevant employer or the representative employer of a group scheme shall use a specified form to notify the Registrar of a change to the scheme name. Please complete the form:

    Specified formFormSubmitted by
    Notice of change to the name of a registered or exempted schemeORS-5Employer
    Notes: The Registrar may require any other documents subject to circumstances.

  2. Change of relevant employer by way of replacement

    Where in a change of the relevant employer of a scheme the previous relevant employer (“the original relevant employer”) is replaced by another relevant employer, including, in the case of a group scheme, another existing relevant employer of the scheme, (“the succeeding relevant employer”) who undertakes, with effect from the date of the change, the obligations of the original relevant employer in relation to the scheme, notice of change shall be given to the Registrar. Please complete the form:

    Specified formFormSubmitted by
    Notice of change of relevant employer of a registered or exempted scheme by way of replacementORS-6Employer

    Employers are required to provide a copy of any document evidencing the change (e.g. written agreement between the original relevant employer, succeeding relevant employer and scheme members, if appropriate, evidencing the consent to the change of the relevant employer) together with the completed form.

    For a group scheme in which (any of) the succeeding relevant employer(s) is a new relevant employer and not an existing relevant employer of the scheme before the change of relevant employer, the succeeding relevant employer is required to provide a Power of Attorney to nominate the representative employer of the scheme:

    Required document(s)
    Power of Attorney (for scheme with more than one relevant employer)Sample
    Notes: The Registrar may require any other documents subject to circumstances.

  3. Change of relevant employer not involving replacement

    Where a relevant employer joins or withdraws from a scheme when no replacement is involved, the relevant employer from within a grouping of companies joining or withdrawing from the scheme shall use a specified form to notify the Registrar of the change. Please complete the form:

    Specified formFormSubmitted by
    Notice of change of relevant employer of a registered or exempted scheme upon a relevant employer joining or withdrawing from the scheme when no replacement is involvedORS-7Employer

    For a relevant employer joining a scheme, the new relevant employer is required to provide a Power of Attorney nominating the representative employer of the scheme:

    Required document(s)
    Power of Attorney (for scheme with more than one relevant employer)Sample
    Notes: The Registrar may require any other documents subject to circumstances.

  4. Change of name and/or address of the relevant or representative employer

    These forms are for notification of change of name and/or address only, and should not be used for notification of change of legal entity of the relevant or representative employer.

    For a registered scheme in which there is a change of name and/or address of a relevant employer or representative employer, the relevant employer or representative employer concerned shall use a specified form to notify the Registrar of the change.

    For an exempted scheme, the relevant employer or in case of a group scheme, the representative employer, shall use a specified form to notify the Registrar of the change. Please complete the form:

    Specified formFormSubmitted by
    Notice of change of name and/or address of the relevant employer or representative employer of a registered or exempted scheme not caused by change of legal entity of the relevant employer or representative employerORS-8Employer

    A copy of the certificate or document evidencing the change of name of the relevant employer or representative employer is required to be provided together with the completed form.

    Notes: The Registrar may require any other documents subject to circumstances.

  5. Change of administrator of a registered scheme

    *applicable to registered scheme only

    In the case of a change of administrator, the relevant employer or the representative employer of a group scheme shall use a specified form to notify the Registrar of the change.

    For registered schemes with an MPF exemption certificate and where the trustees to be appointed are not registered trust companies in Hong Kong, an application for approval of appointment or retirement of trustee shall be made to MPFA before retiring or appointing the trustee. For details, please refer to Application for Approval of Appointment/Retirement of Trustee.

    Please complete the form:

    Specified formFormSubmitted by
    Notice of change of administrator of a registered schemeORS-9Employer

    A new trustee who is ordinarily resident in Hong Kong and is the holder of a Hong Kong identity card within the meaning of the Registration of Persons Ordinance (Chapter 177, Laws of Hong Kong), or is a body corporate having a place of business in Hong Kong, should provide an undertaking stating that he shall perform the functions imposed or conferred on a designated person by ORSO.

    The retired trustee should make an application for releasing his undertaking to perform the functions imposed or conferred on a designated person by ORSO.

    Please provide the following documents together with the completed form:

    Required document(s)
    Undertaking by designated person for schemes not participating in a pooling agreementSample
    Undertaking by designated person for schemes participating in a pooling agreementSample
    Application for Release from Undertaking by a Designated PersonSample
    Submission to jurisdiction (for offshore scheme only)Sample
    Application for release from submission to the jurisdiction (for offshore scheme only)Sample
    Notes: The Registrar may require any other documents subject to circumstances.

    Change in Domicile

    Where the domicile of a registered scheme changes, the designated person shall notify the Registrar in writing of the change.  Download a Quick Reference Guide.

  6. Change of name and/or address of the scheme administrator or designated person of a registered scheme

    *applicable to registered scheme only

    For a change of name and/or address of the scheme administrator or designated person not caused by change of legal entity, the designated person shall use a specified form to notify the Registrar of the change. Please complete the form:

    Specified formFormSubmitted by
    Notice of change of name and/or address of the scheme administrator or designated person of a registered scheme not caused by change of legal entity of the scheme administrator or designated personORS-10Administrator / Designated Person

    A copy of the certificate or document evidencing the change of name of the administrator or designated person is required to be provided together with the completed form.

    Notes: The Registrar may require any other documents subject to circumstances.

  7. Change of representative employer of a group scheme

    For a change of representative employer, the representative employer of a group scheme shall use a specified form to notify the Registrar of the change. Please complete the form:

    Specified formFormSubmitted by
    Notice of change of representative employer of a group schemeORS-11Employer

    Each of the relevant employers of the group scheme is required to provide a Power of Attorney nominating the representative employer of the scheme:

    Required document(s)
    Power of Attorney (for scheme with more than one relevant employer)Sample
    Notes: The Registrar may require any other documents subject to circumstances.

Last Revision Date: 09/05/2018