Archives

MPF

Date Circulars
30-Nov-16 Reference Portfolios for the Constituent Funds under Default Investment Strategy
18-Nov-16 Submission of Annual Returns by MPF Intermediaries for 2016
03-Nov-15 Submission of Annual Returns by eService
27-Nov-14 Returns to be submitted by MPF Intermediaries
19-May-14 Failure of MPF Intermediaries to Submit Annual Returns and / or Comply with Continuing Training Requirements
09-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
08-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
16-Aug-12 Preparation for Implementation of the New MPF Intermediary Regulatory Regime
09-Jul-12 Commencement of the Mandatory Provident Fund Schemes (Amendment) Ordinance 2012
22-Jun-12 Training on Conduct Requirements for MPF Registered Intermediaries
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)
29-Apr-11 Training for MPF Individual Intermediaries in 2011 (To: All Approved Trustees, Promoters and Recognized Institutions / Professional Bodies Providing Core CPD Activies for MPF Intermediaries)
24-Dec-10 Revised Application Form for Registration as an MPF Individual Intermediary and Declaration Form
16-Nov-10 Training for MPF Individual Intermediaries
29-Jun-10 Transfer Statistics
20-Jan-10 Training for MPF Individual Intermediaries in 2010
06-Jul-06 Protection of Benefits on Bankruptcy under the Mandatory Provident Fund Schemes Ordinance (Cap. 485) (“MPFSO”)
26-Apr-05 Changes to Governing Rules of MPF Schemes (Superseded by Circular Letter dated 7 December 2006)
06-Nov-03 Personal Representatives of Deceased MPF Member (2)
22-Sep-03 Performance Pledges for MPF Service Providers
05-Sep-03 Appointment of Mr Rafael Hui as Advisor to the Mandatory Provident Fund Schemes Authority (MPFA) (Repealed from 1 September 2005)
02-May-03 Loan Guarantee Scheme for Severe Acute Respiratory Syndrome Impacted Industries (“the Scheme”)
10-Feb-03 Procedures for Re-issuance of Participation Certificates
10-Feb-03 Monthly Returns - Requirement for Electronic Interface
10-Feb-03 Reporting of Unclaimed Benefits
10-Feb-03 Reports Relating to Payment of Mandatory Contributions
07-May-02 Application for Approval of Amendments to Governing Rules of Registered Scheme - Participation Agreements ("PAs") of Employers (Superseded by Circular Letter dated 7 December 2006)
04-Mar-02 Requirements on Credit Rating
20-Mar-01 Trustee Notification on Late Payment of MPF Contributions
02-Mar-01 Returns of MPF Schemes
17-Jan-01 Enrolment of Employees in MPF Schemes
10-Jan-01 Provision of Documents/Information to Scheme Participants
09-Jan-01 Prorating of Minimum and Maximum Levels of Relevant Income for Mandatory Contribution Purposes
08-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
31-Oct-00 Non-refusal of Scheme Applicants in relation to Employee Enrolment and Data Collection
27-Sep-00 Refusal of Application for Membership by a Self-Employed Person("SEP")
29-Jul-00 Prorating of Minimum and Maximum Levels of Relevant Income for Mandatory Contribution Purposes
05-Jul-00 Prorating of Minimum and Maximum Levels of Relevant Income for Mandatory Contribution Purposes
 
 

ORSO

Date Circulars
21-Mar-12 Revised Guidelines V.4 and V.5 on MPF exempted ORSO schemes Amendment of Maximum Level of Relevant Income with effect from 1 June 2012
18-Nov-10 Matters relating to ORSO scheme administration matters - to all corporate & individual trustees / administrators of ORSO schemes
18-Nov-10 Matters relating to ORSO scheme administration matters - to all representative relevant employers of ORSO schemes
31-Aug-04 Matters relating to the changes of ORSO schemes administration
22-Sep-03 Performance Pledges for ORSO Schemes
02-May-03 Loan Guarantee Scheme for Severe Acute Respiratory Syndrome Impacted Industries (“the Scheme”)
26-Feb-03 Funding of ORSO Defined Benefit Schemes
01-Dec-00 Certain Matters relating to MPF Exempted ORSO Schemes - Please refer to Guideline V.12 on appointment of Investment Manager
24-Oct-00 MPF/ORSO Interface Arrangement – Termination of ORSO Scheme
 
 
  To view the most current Circulars, please visit Circulars.

Last Revision Date: 01/01/2020