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Invesco Strategic MPF Scheme

Account Opening & Maintenance
Personal Account Membership Enrollment Form

(Investment involves risks. Please read the Prospectus of the Scheme before completing the form.)

Personal Particulars Change / New Pin Request
Asset Switch / Mandate Change
MPF Transfer
Account & Fund Transfer to Invesco

(To consolidate your accrued benefits to Invesco Strategic MPF Scheme, please complete the form (& the signature authentication sheet, if applicable) and send to "Pension Services (INV), Bank Consortium Trust Company Limited, 18/F, Cosco Tower, 183 Queen's Road Central, Hong Kong.")

Important note

If you wish to transfer your accrued benefits from one MPF scheme to another, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy (“DIS”) if you have not given any investment instructions for the transferred-in benefits of the account to the new trustee. Please approach your new trustee to seek clarification, where necessary.

Account & Fund Transfer to other MPF scheme

(To transfer your accrued benefits to other MPF scheme. Please complete the form (& the signature authentication sheet, if applicable) and send to your elected service provider.)

Important note

If you wish to transfer your accrued benefits from one MPF scheme to another, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy (“DIS”) if you have not given any investment instructions for the transferred-in benefits of the account to the new trustee. Please approach your new trustee to seek clarification, where necessary.

Account Consolidation Form

(To consolidate your multiple personal accounts into one account. Please complete the form (& the signature authentication sheet, if applicable) and send to your elected service provider.)

Important note

If you wish to transfer your accrued benefits from one MPF scheme to another, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy (“DIS”) if you have not given any investment instructions for the transferred-in benefits of the account to the new trustee. Please approach your new trustee to seek clarification, where necessary.

Employee Choice Arrangement Transfer

(To transfer your accrued benefits from a contribution account under current employment to your elected account with Invesco or other service provider. Please complete the form (& the signature authentication sheet, if applicable) and send to your elected service provider.)

Important note

If you wish to transfer your accrued benefits from one MPF scheme to another, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy (“DIS”) if you have not given any investment instructions for the transferred-in benefits of the account to the new trustee. Please approach your new trustee to seek clarification, where necessary.

Voluntary Contribution
Contribution Change
Withdrawal (for Personal A/C & Self-employed Person A/C only)
Flexible Voluntary Contribution
Application
Contribution Change
Withdrawal / Transfer
Claims
Retirement (at the age 65)
Early Retirement (at the age 60)
Total Incapacity
Terminal Illness
Death
Permanent Departure from HK
Small Balance

Invesco Select Retirement Fund

We will carry out system maintenance on 17 December 2017 (Sunday) from noon to 4 pm. Both MPF and ORSO account enquiries will be suspended during this period. The service will be resumed normal upon the completion of the system maintenance as soon as possible.