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Scheme Merger Records
List of MPF Scheme Merger as at (dd.mm.yyyy)
| Involved Trustee | Involved Schemes | Resultant Scheme | Merger Effective date | |
|---|---|---|---|---|
| 1 | Sun Life Trustee Company Limited (formerly known as CMG Asia Trustee Company Limited) | Sun Life Rainbow MPF Scheme (formerly known as Rainbow 65, CMG Rainbow 65) Chamber CMG Choice | Sun Life Rainbow MPF Scheme (formerly known as Rainbow 65, CMG Rainbow 65) | 27-6-2003 |
| 2 | AIA Company (Trustee) Limited (formerly known as American International Assurance Company (Trustee) Limited) | AIA MPF - Basic Value Choice (formerly known as AIA-JF Mandatory Provident Fund Scheme) The Smart MPF Master Trust Scheme | AIA MPF - Basic Value Choice (formerly known as AIA-JF Mandatory Provident Fund Scheme) | 28-11-2003 |
| 3 | BOCI-Prudential Trustee Limited | BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme BOC-Prudential Flexible Mandatory Provident Fund Scheme | BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme | 24-6-2004 |
| 4 | Principal Trust Company (Asia) Limited | Principal MPF Scheme Series 200 Eagle Star MPF Scheme - Security Planner Zurich-Chinese Bank MPF Scheme - Premier | Principal MPF Scheme Series 200 | 27-1-2006 |
| 5 | Principal Trust Company (Asia) Limited | Principal MPF Scheme Series 600 Eagle Star MPF Scheme - Advance Planner | Principal MPF Scheme Series 600 | 27-1-2006 |
| 6 | Principal Trust Company (Asia) Limited | Principal MPF Scheme Series 800 Zurich-Chinese Bank MPF Scheme - Premierdeluxe | Principal MPF Scheme Series 800 | 27-1-2006 |
| 7 | Bank of Communications Trustee Limited | BCOM Joyful Retirement MPF Scheme BCOM Prosperous Retirement MPF Scheme | BCOM Joyful Retirement MPF Scheme | 31-8-2006 |
| 8 | HSBC Provident Fund Trustee (Hong Kong) Limited HSBC Institutional Trust Services (Asia) Limited (formerly known as Bermuda Trust (Far East) Limited) | Dresdner RCM MPF Master Trust Allianz Global Investors MPF Plan (formerly known as RCM MPF Plan, Dresdner RCM MPF Plan) | Allianz Global Investors MPF Plan (formerly known as RCM MPF Plan, Dresdner RCM MPF Plan) (The trustee of the scheme has changed to Bank Consortium Trust Company Limited with effect from 1 Jan 2010) | 28-9-2006 |
| 9 | Principal Trust Company (Asia) Limited | Principal MPF Scheme Series 200 Principal MPF Scheme Series 600 | Principal MPF Scheme Series 600 | 28-12-2006 |
| 10 | Principal Trust Company (Asia) Limited | Principal MPF Scheme Series 800 Principal MPF Scheme Series B300 (formerly known as DBS-Kwong On Bank MPF Master Trust Scheme) | Principal MPF Scheme Series 800 | 27-12-2007 |
| 11 | China Life Trustees Limited | China Life MPF Master Trust Scheme Tai Ping Retire-Easy MPF Master Trust Scheme | China Life MPF Master Trust Scheme | 27-12-2007 |
| 12 | Ageas Trustees (HK) Limited (formerly known as Fortis Trustees (HK) Limited, Pacific Century Trustees Limited) HSBC Provident Fund Trustee (Hong Kong) Limited | Ageas Master Trust MPF Scheme (formerly known as Fortis Master Trust MPF Scheme, PCI Master Trust MPF Scheme) HSBC Mandatory Provident Fund - SuperTrust Plus | HSBC Mandatory Provident Fund - SuperTrust Plus | 1-6-2010 |
| 13 | AXA Financial Services Trustees Limited Principal Trust Company (Hong Kong) Limited (formerly known as AXA China Region Trustees Limited) | Prosperity MPF Master Trust Scheme (formerly known as MLC MPF Master Trust Scheme) Principal MPF - Smart Plan (formerly known as AXA MPF - Smart Plan, Double Easy Mandatory Provident Fund) | Principal MPF - Smart Plan (formerly known as AXA MPF - Smart Plan, Double Easy Mandatory Provident Fund) | 31-3-2011 |
| 14 | Principal Trust Company (Asia) Limited | Principal MPF Scheme Series 500 (formerly known as Dao Heng MPF Master Trust Plan) Principal MPF Scheme Series 600 | Principal MPF Scheme Series 600 | 27-3-2014 |
| 15 | Manulife Provident Funds Trust Company Limited | Manu-Lifestyle (MPF) Scheme Manulife Global Select (MPF) Scheme | Manulife Global Select (MPF) Scheme | 27-3-2014 |
| 16 | AIA Company (Trustee) Limited (formerly known as American International Assurance Company (Trustee) Limited) | AIA MPF – Simple Value Choice (formerly known as AIA-JF Comprehensive Retirement Benefit MPF Scheme) AIA MPF – Basic Value Choice (formerly known as AIA-JF Mandatory Provident Fund Scheme) AIA MPF – Prime Value Choice (formerly known as AIA-JF Premium MPF Scheme) | AIA MPF – Prime Value Choice (formerly known as AIA-JF Premium MPF Scheme) | 23-3-2016 |
| 17 | HSBC Provident Fund Trustee (Hong Kong) Limited | HSBC Mandatory Provident Fund - SuperTrust HSBC Mandatory Provident Fund - SuperTrust Plus | HSBC Mandatory Provident Fund - SuperTrust Plus | 1-7-2016 |
| 18 | HSBC Provident Fund Trustee (Hong Kong) Limited | HSBC Mandatory Provident Fund - SimpleChoice HSBC Mandatory Provident Fund - ValueChoice | HSBC Mandatory Provident Fund - ValueChoice | 1-7-2016 |
| 19 | HSBC Provident Fund Trustee (Hong Kong) Limited | Hang Seng Mandatory Provident Fund - SuperTrust Hang Seng Mandatory Provident Fund - SuperTrust Plus | Hang Seng Mandatory Provident Fund - SuperTrust Plus | 1-7-2016 |
| 20 | HSBC Provident Fund Trustee (Hong Kong) Limited | Hang Seng Mandatory Provident Fund - SimpleChoice Hang Seng Mandatory Provident Fund - ValueChoice | Hang Seng Mandatory Provident Fund - ValueChoice | 1-7-2016 |
| 21 | RBC Investor Services Trust Hong Kong Limited (formerly known as RBC Dexia Trust Services Hong Kong Limited, Dexia Trust Services Hong Kong Limited, Butterfield Trust (Hong Kong) Limited) Manulife Provident Funds Trust Company Limited | Manulife MPF Plan - Advanced (formerly known as Standard Chartered MPF Plan - Advanced) Manulife MPF Plan - Basic (formerly known as Standard Chartered MPF Plan - Basic) Manulife Global Select (MPF) Scheme | Manulife Global Select (MPF) Scheme | 26-9-2018 |
| 22 | HSBC Provident Fund Trustee (Hong Kong) Limited | HSBC Mandatory Provident Fund - ValueChoice | HSBC Mandatory Provident Fund - SuperTrust Plus | 1-7-2019 |
| 23 | HSBC Provident Fund Trustee (Hong Kong) Limited | Hang Seng Mandatory Provident Fund - ValueChoice Hang Seng Mandatory Provident Fund - SuperTrust Plus | Hang Seng Mandatory Provident Fund - SuperTrust Plus | 1-7-2019 |
Last Revision Date: 30/06/2020
