Candidates to become MPF intermediaries and some existing intermediaries are required to pass a qualifying examination as part of the registration requirements. Specifically:
New applicants must take and pass the examination within one year prior to applying to become an MPF intermediary.
Subsidiary intermediaries who have not registered within three years immediately before the date of application need to take and pass the examination again to re-register.
Subsidiary intermediaries who have failed to complete continuing training and had their registration revoked will need to take and pass the examination again to re-register.
The Mandatory Provident Fund Schemes Examination (conducted by the Vocational Training Council) and the MPF Intermediaries Examination (conducted by the Hong Kong Securities and Investment Institute) are the qualifying examinations specified by MPFA as meeting the examination requirements to be an MPF intermediary.
Both examinations are based on the same syllabus and cover the following information:
For more information on the enrolment and examination schedules, please contact:
Study notes have been prepared to assist those interested in taking an examination and becoming a qualified MPF intermediary. For examinations to be held before 1 July 2017, candidates are recommended to study the Examination Syllabus (March 2016 Edition) and the Study Notes (March 2016 Edition) for the MPF Intermediaries Examination. For examinations to be held on or after 1 July 2017,candidates are recommended to study the Examination Syllabus (March 2017 Update) and the Study Notes (March 2017 Update) for the MPF Intermediaries Examination.
Last Revision Date: 05/04/2017