| Date | Circulars |
|---|
| 31-Mar-20 | Introduction of Risk Class for Constituent Funds under MPF Schemes |
| 3-Dec-19 | Principal Intermediaries (PIs) to Strengthen Internal Controls |
| 23-Sep-19 | Revised MPF Guidelines, Forms and Annual Returns for Registered Intermediaries (RIs) |
| 31-Jul-19 | Special arrangements due to amendments to definitions of Type A and Type B regulatees in relation to the Insurance Authority (IA) |
| 22-Mar-19 | Tax Deductible Voluntary Contributions (TVCs) and Related Issues |
| 18-Dec-18 | Conduct of Registered Intermediaries (RIs) |
| 9-Nov-18 | Payment of Annual Fees and Submission of Annual Returns by Registered Intermediaries (RIs) via “eService” |
| 27-Sep-18 | Submission of MPF Intermediary Applications and Giving of Notices/Documents to Registered Intermediaries (RIs) via “eService” |
| 26-Mar-18 | Conduct of Registered Intermediaries (RIs) |
| 19-Jan-18 | Mandatory Provident Fund Schemes (Fees) (Amendment) Regulation 2017 |
| 5-Jan-18 | Electronic Submission of Personal Account (PA) Enquiries by Registered Intermediaries (RIs) on behalf of Scheme Members |
| 15-Dec-17 | Mandatory Provident Fund Schemes (Fees) (Amendment) Regulation 2017 |
| 5-Dec-17 | Revised and New MPF Guidelines for Registered Intermediaries |
| 27-Oct-17 | Mandatory Provident Fund Schemes (Fees) (Amendment) Regulation 2017 |
| 6-Oct-17 | Revised MPF Guidelines and Forms for Registered Intermediaries (RIs) |
| 1-Sep-17 | Mandatory Provident Fund Schemes (Fees) (Amendment) Regulation 2017 |
| 9-Jun-17 | Mandatory Provident Fund Schemes (Fees) (Amendment) Regulation 2017 |
| 10-Mar-17 | Default Investment Strategy |
| 9-Dec-16 | Default Investment Strategy |
| 30-Nov-16 | Default Investment Strategy |
| 18-Nov-16 | Submission of Annual Returns by MPF Intermediaries for 2016 |
| 9-Sep-16 | Matters relating to personal account enquiries made by registered intermediaries on behalf of scheme members |
| 21-Jun-16 | MPF Scheme Mergers/Restructuring, & Change of Administrator |
| 29-Apr-16 | Non-compliance with arrangements for personal account enquiries made on behalf of scheme members by registered intermediaries |
| 21-Mar-16 | Revised MPF Guidelines and Forms for Registered Intermediaries |
| 22-Feb-16 | Revised MPF Guidelines and Forms for Registered Intermediaries |
| 16-Dec-15 | Mandatory Provident Fund Schemes (Amendment) Ordinance 2015 (“the Amendment Ordinance”) - Withdrawal of Accrued Benefits by Instalments |
| 9-Dec-15 | Regulated Advice on whether or when to transfer accrued benefits |
| 3-Nov-15 | Submission of Annual Returns by eService |
| 23-Sep-15 | Arrangement for Handling of Personal Account Enquiries Made on Behalf of Scheme Members by Registered Intermediaries |
| 10-Jul-15 | Handling of Contribution Payments |
| 19-Jan-15 | Unsolicited Calls related to MPF Services |
| 22-Dec-14 | Performance Pledges in relation to MPF Intermediaries under Part 4A of the Mandatory Provident Funds Schemes Ordinance |
| 27-Nov-14 | Returns to be submitted by MPF Intermediaries |
| 16-Jun-14 | Revised Form for “Employee Choice Arrangement (“ECA”) – Transfer Election Form" |
| 19-May-14 | Failure of MPF Intermediaries to Submit Annual Returns and / or Comply with Continuing Training Requirements |
| 3-Mar-14 | Revised MPF Guidelines and Forms for Registered Intermediaries |
| 9-Dec-13 | Annual Returns to be submitted by MPF Intermediaries for the period 1 January to 31 December 2013 |
| 25-Nov-13 | Revised Forms for Registered Intermediaries - Notification of Changes of Information and Request Form for Resetting Passwords |
| 15-Nov-13 | Notices to MPF Intermediaries |
| 14-Nov-13 | Briefing Sessions on the Submission of Annual Returns and the eService |
| 11-Sep-13 | Consolidation of MPF Personal Accounts Campaign |
| 19-Aug-13 | Consolidation of MPF Personal Accounts Campaign |
| 14-Mar-13 | Implementation of the New MPF Intermediary Regulatory Regime |
| 8-Mar-13 | Training for MPF Registered Intermediaries |
| 28-Jan-13 | Syllabus and Study Notes for the MPF Intermediaries Examination / MPF Schemes Examination (Eighth Edition) |
| 24-Dec-12 | Implementation of the New MPF Intermediary Regulatory Regime |
| 21-Dec-12 | Implementation of the New MPF Intermediaries' Regulatory Regime |
| 29-Nov-12 | Implementation of the New MPF Intermediaries' Regulatory Regime |
| 31-Oct-12 | Preparation for Implementation of the New MPF Intermediary Regulatory Regime |
| 26-Oct-12 | Preparation for Implementation of the New MPF Intermediary Regulatory Regime |
| 22-Oct-12 | Preparation for Implementation of New MPF Intermediary Regulatory Regime |
| 14-Sep-12 | Preparation for Implementation of the New MPF Intermediary Regulatory Regime |
| 16-Aug-12 | Preparation for Implementation of the New MPF Intermediary Regulatory Regime |
| 9-Jul-12 | Commencement of the Mandatory Provident Fund Schemes (Amendment) Ordinance 2012 |
| 22-Jun-12 | Training on Conduct Requirements for MPF Registered Intermediaries |
| 15-May-12 | Legislative Proposals for the Regulation of MPF Intermediaries Mandatory Provident Fund Schemes (Amendment) (No.2) Bill 2011 |
| 21-Feb-12 | Training for MPF Intermediaries in 2012 |
| 15-Dec-11 | Future Recognition of MPF Core CPD Activities |
| 23-Nov-11 | Training for MPF Individual Intermediaries in 2012 |
| 10-Oct-11 | Discontinuance of the Three Yearly Registration Renewal Cycle and Issue of MPF Registration Certificates |
| 29-Apr-11 | Training for MPF Individual Intermediaries in 2011 (To: MPF Corporate Intermediaries) |
| 11-Apr-11 | Unauthorized Preserved Account Checking |
| 24-Dec-10 | Revised Application Form for Registration as an MPF Individual Intermediary and Declaration Form |
| 16-Nov-10 | Training for MPF Individual Intermediaries |
| 3-Sep-10 | Enhancing Protection to MPF Scheme Members - the Use of Gifts |
| 9-Aug-10 | Impersonation of MPF Scheme Members |
| 20-Jan-10 | Training for MPF Individual Intermediaries in 2010 |
| 16-Oct-09 | Misleading Information Concerning Introduction of Portability Scheme |
| 10-May-03 | Enquiries from Approved Trustees and Service Providers |
| 8-Dec-00 | Enrolment and Contribution Arrangement of Self-Employed Persons ("SEPs") |
| 16-Nov-00 | Misleading Information on Enrolment and Contribution Requirements and Non-refusal of Self-employed Persons |
| 9-Nov-00 | Mis-selling of Master Trust Schemes to Employers of Casual Employees |
| 27-Sep-00 | Refusal of Application for Membership by a Self-Employed Person ("SEPs") |
