Fund Manager
- Provide independent investment management
- Formulate investment policy, strategy & benchmarks
- Comply with respective investment guidelines / regulations & investment policies
- Monitor investment restrictions
- Home
- MPF/ORSO
- Employer
- How to administer your MPF plan
- Plan Set-up
- English Content
- About BCT
- Our Business
- Structure of an MPF Scheme
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
Please call our Employer Hotline at 2298 9388 for details. Our representatives will also be glad to meet you in person to discuss your specific needs and to assist you to set up a plan with BCT.
Start Up Kit
You can download the start up kit to set up the plan.
Update Company Information
To keep you and your employees informed of the latest MPF related information and investment performance, please keep us updated of your company details including:
- Company name
- Correspondence address
- E-mail address
- Contact person and contact telephone number
- Any other relevant information
You are also advised to change the authorised signer of your company resulting from staff movement.
What to Do
Step 1
Complete Form
- Change general information: Complete the Information Update Form [FORM REF. IU (ER)] (For Participating Employer)
- Change your company’s authorized signer: Complete the Authorised Signature Specimen Form [FORM REF. AS (ER)]
Step 2
Submission
Send the original forms to us as soon as the information becomes effective.
If you are self-employed person, you can simply call our Member Hotline at 2298 9333 or visit any branch of our servicing banks. For details, please click here.
