|
Date |
Circulars |
|
16-Dec-20 |
Conduct of Registered Intermediaries (RIs) |
|
14-Oct-20 |
Acceptable Means of Conducting Sales and Marketing Activities |
|
31-Aug-20 |
Revised Guidelines on MPF Intermediary Registration and Notification of Changes (Guidelines VI.1) |
|
12-Aug-20 |
Special Arrangements on eService due to Enhancements of eService for MPF Intermediaries |
|
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") |
