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Invesco Strategic MPF Scheme

Account Opening & Maintenance
Membership Enrollment Form

(Investment involves risks. Before completing this Enrollment Form, please read the Prospectus of the Invesco Strategic MPF Scheme. Please note this Enrollment Form may not be applicable to participating employers with special arrangement. Upon completion, please return it to your employer to process.)

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

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 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.")

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.)

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.)

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.)

Voluntary Contribution
Contribution Change
Withdrawal (for Personal A/C & Self-employed Person A/C only)
Tax Deductible Voluntary Contributions
Account Membership Enrollment Form
TVC Asset Switch / Mandate Change
TVC Payment Note & Change of Contribution
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
Self-Employed Person
SEP Participation Agreement

(Should you have any enquiries on the required documents and participation fees for applying the Self-employed Person Account, please call our INVESCall Hotline +852 2842 7878 for details.)

SEP Declaration of Relevant Income
SEP Application and Change Form for Direct Debit Instruction

Invesco Select Retirement Fund