修订职业退休计划有关的费用.PDFVIP

Industry News 業界新聞 MEMORANDUM TO ALL MEMBERS 31 October 2016 Revision of the Occupational Retirement Schemes Fees The Mandatory Provident Fund Schemes Authority (MPFA) has recently proposed to revise the fees related to Occupational Retirement Schemes by revising the Occupational Retirement Schemes (Fees) Rules and Schedule 3 of the Mandatory Provident Fund Schemes (Fees) Regulation. These fees include fees that are one-off in nature (such as ORSO application fees); fees that are ad-hoc in nature (such as request for inspection and appointment of trustee for registered ORSO schemes) and periodic fees which are payable annually. It is proposed that the fees will be revised upward by $10 to $1,500 whilst periodic fees will be increased by $400 to $1,500. If the proposal is passed in the Legislative Council, the new fees will come into effect on 1 January 2018. For enquiry, please contact Miss Henrietta Ma of MPFA at 2292 1127. Members who have any views on the matter are invited to inform the FHKI by 8 November 2016 (Fax ：2721 3494 or email: jeffreys.tsang@fhki.or g.hk). Policy, Research Communications Division *************************************************************************** 致全體會員備忘錄 2016 年10月 31日 修訂職業退休計劃有關的費用 近日，強制性公積金計劃管理局積金局( )表示，將向政府建議修訂《職業退休計劃費用( ) 規則》及《強制性公積金計劃費用( )規例》附表 3 ，調整各項與職業退休計劃有關的費 用。有關費用包括一次性收費（職業退休計劃申請費）、有需要時才須支付的費用（例 如要求查閱紀錄冊內的資料及委任職業退休註冊計劃的受託人），以及每年支付的定期 費用。建議款項較現行的費用向上調整約 $10 至$1,500 不等；視乎計劃類別而定，定期 費用則增加約 $400 至$1,500 。建議如獲立法會通過，將於2018 年1月 1日開始實施。 如有疑問，請電 2292 1127 與積金局馬慧君小姐聯絡。 會員若