"BCT ORSO U.S. Equity Index Fund" and "BCT ORSO European Equity Index Fund" under the BCT Premier Pooled ORSO Retirement Plan ("the Plan") will be terminated with effect from 11 May 2021.
If you hold any units in these two portfolios, please take prompt action as described below (details are stated in the relevant notice). In case you do not take relevant action by the deadline, your said units will be sold and invested in "BCT ORSO HK Dollar Cash Fund "of the Plan.
For Employer
Please complete and submit the "Employer Change of Investment Instruction for Future Contributions / Fund Switching for Existing Balance Form".
For Member
Please log in to the member website of the Plan, go to "Investment Switching", and select "Change Investment Mandate for Future Contributions", and / or "Switch Fund for Existing Balance".
Key Dates
Investment Instruction | Key Dates |
Change of Mandate and Switching Out Deadline | 4:00p.m. on 5 May 2021 |
Termination of 2 Portfolios | 11 May 2021 |
Please take necessary action now if applicable. To learn more about the termination, please read the "Notice to Participating Employers and Members" or call the ORSO Plan Hotline at 2298 9389.