会员资料更改表格.pdfVIP

This page contains the Default Investment Strategy (DIS) Disclosure and Business Rules which forms part of the form. Member should read the contents in detail before completing the form. DIS Disclosure and Business Rules (Effective Date is 1 April 2017) Default Option (1) Effective from 1 April 2017, the default investment arrangement of the scheme is DIS. (2) Members are allowed to choose separate fund choices on employer or member contribution. For unspecified part, the future contributions and accrued benefits transferred from another MPF scheme will be set to DIS. Valid Investment Option (1) Fund choice allocation must be an integer. (2) Fund choice allocation must be a minimum of 5%. (3) For new enrolment case, if the total fund choice allocation is less than or exceeded 100%, or the percentage has been amended but without members signature, future contributions and accrued benefits transferred from another MPF scheme will be set to DIS. (4) For fund switching case, the percentage amount for switching should be an integer percentage and the switch-in total must be 100%. If the total fund choice allocation is less than or exceeded 100%, switching percentage not an integer or the percentage has been amended but without members signature, the existing investment choice for future contributions and accrued benefits transferred from another MPF scheme and/or fund allocation of the accrued benefits (if any) will remain unchanged. (5) For switching out of partial accrued benefits to other constituent fund(s), the fund allocation for the rest of the accrued benefits in any or all of a member’s sub-