| BCT Premier Pooled ORSO Retirement Plan | ||
|---|---|---|
| Form Name | Reference code | |
| Member Enrolment Form and Self-Certification Form (Individual) for CRS | AP (REE)-ORSO | |
| Information Update Form (For Participating Employer) | IU (ER)-ORSO | |
| Information Update Form – Employee | IU (REE)-ORSO | |
If you encounter difficulty in downloading the form(s) here, you may go to the Form section to find the form(s) you need.
Please be reminded to use the new forms starting from 1 January 2020 (New forms will be available for download from our website since 3 December 2019)
With effect from 1 January 2020, new members must provide a valid self-certification, a formal declaration that account holders make in connection with their tax residence under the AEOI regime, which is embedded in the relevant enrolment form.
With the legislative amendments made to the Inland Revenue Ordinance, Automatic Exchange of Financial Account Information (AEOI) in tax matters relating to MPF schemes and ORSO registered schemes will take effect on 1 January 2020.
MPF schemes and ORSO registered schemes will become reporting financial institutions (Reporting FIs), and are required to comply with the due diligence and reporting obligations by collecting the tax residence information of scheme members and reporting to the Inland Revenue Department (IRD) the account information of those members who are tax residents outside Hong Kong and reportable persons. The IRD will transmit the information to the relevant tax authorities in AEOI partner jurisdictions.
Scheme members and employers (i.e. entity) will be asked to provide the following information in the self-certification, which is incorporated in the relevant application forms or in standalone approach.
Scheme members
Employers (i.e. entity)
