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                                                              MPF/ORSO
                                                               
                                                               

                                                              After the Launch of DIS

                                                              Members

                                                              Think and act
                                                              • Be alert of notice from BCT
                                                              • What does DIS mean to you?
                                                              • What to do if you receive "DIS Re-investment Notice"
                                                              • Understand the potential impact on investment
                                                              • Access information via channels of BCT
                                                              • Use new version of "Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form"

                                                               

                                                              Employers / HR

                                                              Ready to help
                                                              • Answer enquiries
                                                              • Use new version of "Member Enrolment Form"
                                                              • Give BCT's channels for staff to get support (e.g. hotline, website, etc.)
                                                              • Work with BCT for market update and support

                                                               

                                                              How BCT can help

                                                              Communication is key
                                                              • Send "DIS Re-investment Notice" to relevant members
                                                              • Re-invest in the DIS if no opt-out indication
                                                              • Send confirmation of change to relevant members
                                                              • On-going investor education & member communication

                                                              Before the Launch of DIS

                                                              Members

                                                              Care about your retirement
                                                              Manage your MPF account
                                                              • Review your MPF investment regularly. If you have not provided any investment instruction before, please contact BCT as soon as possible.
                                                              • Update personal details with us if there is any change, to ensure you can receive important DIS information.
                                                              • Read the notice(s) we send to you

                                                               

                                                              Employers / HR

                                                              Be resourceful
                                                              • Understand the DIS & know the timeline
                                                              • Arrange member briefings for staff
                                                              • Remind staff to give specific investment instruction
                                                              • Use updated forms & materials
                                                              • Update your intranet, staff handbook, etc.

                                                               

                                                              How BCT can help

                                                              Provide timely information & assistance
                                                              • Readiness of products, forms, relevant documents
                                                              • Communicate with employers and members in advance
                                                              • Send "DIS Pre-implementation Notice" and "Important Note" to all members
                                                              • Provide employer & member briefings
                                                              • Customer service hotline and website

                                                              How to get prepared

                                                              • There are different roles to play by different stakeholders: members, employers / HR practitioners, service providers and government / regulator.
                                                              • While the government / regulator will be highly involved in the publicity, education, supervision and monitoring throughout the process, the other three parties can do their part to better prepare for the DIS.


                                                              Before launch

                                                              After launch

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