Fund Manager

                                                              Fund Manager
                                                              • Provide independent investment management
                                                              • Formulate investment policy, strategy & benchmarks
                                                              • Comply with respective investment guidelines / regulations & investment policies
                                                              • Monitor investment restrictions

                                                              Custodian

                                                              Custodian BCTC
                                                              • Safekeep underlying securities & cash
                                                              • Settle purchase / sale of securities
                                                              • Act on trustee’s instruction
                                                              • Appoint appropriate sub-custodian

                                                              Trustee

                                                              Trustee BCTC
                                                              • Perform fiduciary & statutory duties, diligently and responsibly
                                                              • Appoint administrator, fund manager & custodian, oversee & monitor such service providers
                                                              • Hold title to trust assets on behalf of scheme members & authorise benefit payments
                                                              • Regulatory & compliance reporting

                                                              Administrator

                                                              Administrator BCTC
                                                              • Keep proper accounts & records of scheme / members / investment funds
                                                              • Provide members with benefit statements and relevant information on a regular basis
                                                              • Calculate net asset value per unit of trust funds

                                                              Plan Sponsor

                                                              Plan Sponsor BCTF
                                                              • Determine pricing structure & fee discount for clients
                                                              • Design MPF scheme including selecting fund managers & investment choices for members
                                                              • Establish performance benchmarks for constituent funds
                                                              • Promote / market the scheme and provide member service

                                                              Enrollment Timeline: within 60 days of employment.

                                                              Just one step to take:

                                                              For Enrollment
                                                              Fill-in form
                                                              Fill-in form

                                                              Download and complete the Member Enrollment Form (Note: Authorised signature with company chop are required) and send it to us.

                                                              Upon completion of your enrollment
                                                              • Notice of Participation will be sent to your employees within five working days upon receipt of the enrollment form.
                                                              • Email or SMS notification will be sent to your employees for retrieving a verification code, which could be used for password set up via member website afterwards.

                                                              Please read the relevant MPF Scheme Brochure before completing the above application forms.

                                                              Enrollment Timeline: the next working day following the 1st pay day or the 10th day from the commencement of employment, whichever is earlier.

                                                              Just one step to take:

                                                              For Enrollment
                                                              Fill-in form
                                                              Fill-in form

                                                              Complete the following forms and send to us directly

                                                              Upon completion of your enrollment
                                                              • Notice of Participation and Casual Employee Card will be sent to your employees within five working days upon receipt of the enrollment form.
                                                              • Email or SMS notification will be sent to your employees for retrieving a verification code, which could be used for password set up via member website afterwards.

                                                              Please read the relevant MPF Scheme Brochure before completing the above application forms.