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

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
24 Principal Trust Company (Asia) Limited Principal MPF Scheme Series 600

Principal MPF Scheme Series 800
Principal MPF Scheme Series 800 22-10-2020

 

Last Revision Date: 27/10/2020