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Legislation & Regulations

MPF

DateCirculars
31-Aug-20Revised Guidelines on MPF Intermediary Registration and Notification of Changes (Guidelines VI.1)
12-Aug-20Special Arrangements on eService due to Enhancements of eService for MPF Intermediaries
1-Apr-20Principles for Developing Retirement Solutions
31-Mar-20Introduction of Risk Class for Constituent Funds under MPF Schemes
3-Dec-19Principal Intermediaries (PIs) to Strengthen Internal Controls
27-Nov-19On-site Inspections on Data Risk Management, Cybersecurity Risk Management, Digital Readiness & Operational Efficiency
1-Nov-19Calculation of fund expense ratio (FER)
23-Sep-19Revised MPF Guidelines, Forms and Annual Returns for Registered Intermediaries (RIs)
9-Aug-19Initiative to Enhance Transparency of Information to MPF Scheme Members - Online Dashboard
31-Jul-19Special arrangements due to amendments to definitions of Type A and Type B regulatees in relation to the Insurance Authority (IA)
20-Jun-19Measures to Enhance Member Protection
22-Mar-19Tax Deductible Voluntary Contributions (TVCs) and Related Issues
25-Feb-19Complaints Handling by MPF Approved Trustees
1-Feb-19Compliance Issues relating to Disclosure of MPF Scheme Information
18-Dec-18Conduct of Registered Intermediaries (RIs)
29-Nov-18Corporate Social Responsibility (CSR) of Mandatory Provident Fund (MPF) Trustees
15-Nov-18Governance Principles for MPF Trustees
9-Nov-18Payment of Annual Fees and Submission of Annual Returns by Registered Interrmediaries (RIs) via "eService"
27-Sep-18Submission of MPF Intermediary Applications and Giving of Notices/Documents to Registered Intermediaries (RIs) via “eService”
21-Sep-18Automatic Exchange of Financial Account Information in Tax Matters (AEOI)
22-Aug-18Special Voluntary Contributions Arrangements
16-May-18Streamlined Process for Approval of New Constituent Funds and Pooled Investment Funds
26-Mar-18Conduct of Registered Intermediaries (RIs)
19-Jan-18Mandatory Provident Fund Schemes (Fees) (Amendment) Regulation 2017
5-Jan-18Electronic Submission of Personal Account (PA) Enquiries by Registered Intermediaries (RIs) on behalf of Scheme Members
15-Dec-17Mandatory Provident Fund Schemes (Fees) (Amendment) Regulation 2017
5-Dec-17Revised and New MPF Guidelines for Registered Intermediaries
27-Oct-17Mandatory Provident Fund Schemes (Fees) (Amendment) Regulation 2017
6-Oct-17Revised MPF Guidelines and Forms for Registered Intermediaries (RIs)
1-Sep-17Mandatory Provident Fund Schemes (Fees) (Amendment) Regulation 2017
9-Jun-17Mandatory Provident Fund Schemes (Fees) (Amendment) Regulation 2017
10-Mar-17Default Investment Strategy
9-Dec-16Default Investment Strategy
8-Dec-16Implementation of Default Investment Strategy
30-Nov-16Default Investment Strategy
9-Sep-16Matters relating to personal account enquiries made by registered intermediaries on behalf of scheme members
26-Aug-16General Matters relating to Compliance with Approval Criteria of Index-Tracking Collective Investment Schemes
21-Jun-16MPF Scheme Mergers/Restructuring, & Change of Administrator
10-Jun-16Responsibilities of approved trustees upon occurrence of significant market events
29-Apr-16Non-compliance with arrangements for personal account enquiries made on behalf of scheme members by registered intermediaries
21-Mar-16Revised MPF Guidelines and Forms for Registered Intermediaries
22-Feb-16Revised MPF Guidelines and Forms for Registered Intermediaries
27-Jan-16Implementation of Default Investment Strategy (“DIS”)
7-Jan-16Establishment of New Funds as Building Blocks for the Implementation of Default Investment Strategy (DIS) in MPF Schemes

Last Revision Date: 31/08/2020