Asset Switch of Existing Balance of Reserve Account Form. Change the investment allocation of both your existing reserve account balance and any future unvested benefits. Service impact due to the Coronavirus BRANCH SERVICE SUSPENSION - Some designated branches with MPF drop-in-box and services are closed until further notice.For further details, please refer to important notice in HSBC website.Meanwhile, you may visit other designated branches - for the nearest designated branch close to you please check the designated branch list. MPF eStatement and/or eAdvice service ("MPF's Service") The MPF's Service allows you to manage your MPF statement(s) and advice(s) in an electronic format at HSBC Personal Internet Banking ("PIB") anytime, anywhere. * Yes Notify any change to your business name, address, contact person, contact number, email address and preferred language for correspondence. Welcome to HSBC MPF 5 2. No matter where you are in your life, you would take a moment or two to picture your dream retirement. ... Business Information and Director/Beneficial Owner Declaration Form (PDF, 554KB) AS025: Business Information Declaration Form (PDF, 1.74MB) AS026: ... You are leaving the HSBC Commercial Banking website. The Hongkong and Shanghai Banking Corporation Limited  2002-2021. HSBC carries out regular, risk assessments, monitoring and testing of its AB&C programme. Managing your account, your way 8 a. HSBC Online Banking 9 b. HSBC MPF Member Hotline 10 c. HSBC HK Mobile Banking app 11 d. HSBC … My information and choice provided in this online form will not replace my customer information records with HSBC MPF or entities of HSBC Group (if applicable). 2. You can make MPF contributions through HSBC cheque deposit machines in Hong Kong. LIST OF MY PERSONAL ACCOUNTS FOR CONSOLIDATION Please indicate the personal accounts you elect to consolidate by filling in the Scheme Member Account No. MPFA Form - Statutory declaration for claims for payment of accrued benefits from small balance accounts, Form MPF(S)-W(SD3) S800/ Smart/ Simple; MPFA Form - Statutory declaration for claims for payment of accrued benefits on grounds of permanent departure from Hong Kong, Form MPF(S)-W(SD2) Notes: Please visit a … Enjoy a faster, easier, and more secure application via Smart Form! The Scheme is a master trust scheme set up for the purpose of providing benefits to members in accordance with the Hong Kong Mandatory Provident Fund Schemes Ordinance (“the MPF Ordinance”). Report termination information (such as, relevant income and last contribution) for terminated employees. Notify an addition or change to a direct debit authorisation for your MPF scheme or a particular pay centre, and authorise deduction of MPF contributions from your bank account. The Mandatory Provident Fund (MPF) forms an essential part of your retirement planning and it is vital that you take an active interest in how your account is managed. Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF) To confirm your personal status under the Common Reporting Standard (CRS) for sole trader. We use cookies to give you the best possible experience on our website. (Please download from the MPFA's website), © Copyright. The Scheme was awarded the Good Governance award in 2018 and 2020. eReminder means a notification in respect of MPF issued or provided by us in electronic form under the Service. Add, change or cancel the signature specimen of your authorised persons. Request a copy of any previous Remittance Statement for up to 7 years prior. By continuing to browse this site, you give consent for cookies to be used. MPF/ORSO Information. As a pioneer in graphic design in Hong Kong, our passion in design and commitment to our clients have only grown stronger with time. You should consider your own risk tolerance level and financial circumstances before making any investment choices or investing in the MPF Default Investment Strategy (the ‘DIS’). To confirm your business’ status under the Common Reporting Standard (CRS) for all businesses, trusts and partnerships except sole traders. This form should be submitted within the permitted period together with the Member Transfer Form (INET). HSBC MPF HSBC currently provides one MPF scheme with a range of diversified constituent funds to match customers’ individual risk profiles. Customers can manage their MPF account conveniently via various service channels including the branch, online, or phone banking. can be paid in such form and on such terms and conditions as the Trustee may, to the extent not prohibited by the MPF Ordinance or General Regulation, ... HSBC MPF ‘A’ – Hong Kong and Chinese Equity Fund Chinese Equity Fund HSBC MPF ‘A’ – Chinese Equity Fund Form MPF(S)-P(C) can be downloaded here. Our scheme, Fidelity Retirement Master Trust, provides a range of options you can choose from when making decisions on your MPF. Form Name. You can refer to your enrolment confirmation notice to find out which scheme you are participating in and other details such as scheme ID and MPF membership number. The HSBC Mandatory Provident Fund – SuperTrust Plus is a mandatory provident fund scheme. Entity Tax Residency Self-certification Form (CRS-E (HK)–MPF). Change of Member's Employment Details Notification Form. FORM MPF(S) - P(C) Annex C to IV.3 Version 6 – June 2014 Page 3 APPENDIX. The accrued benefits can be paid in such form and on such terms and conditions as the Trustee may, to the extent not prohibited by the MPF Ordinance or General Regulation, prescribe. Customers can manage their MPF account conveniently via various service channels including the branch, online, or phone banking. Questions about how the coronavirus is affecting your finances or our services? HKU Portal > My Page > Self Service > Human Resources > Personal & Family Data Form) ... - HSBC MPF SuperTrust Plus Scheme - Employee Application Form (IN61) - Declaration Form for Exemption from MPF. ... HSBC Institutional Trust Services (Asia) Limited. We're here to help. HSBC China reserves the right to decline any account opening application with incomplete forms and documents. Make your MPF work for you. Download MPF Scheme Brochure. statements of the HSBC Mandatory Provident Fund – ValueChoice (“the Scheme”) for the year ended 30 June 2019. Report relevant income and contributions for daily paid casual employees. Download MPF Scheme Brochure, Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF). Investment involves risks. However, the actual response time will be dependent on the particular circumstances of individual enquiries or feedback. Change the investment allocation of any future unvested benefits. Here you can download or print out forms and documents related to the banking services we have to offer. Visit here to download employee MPF form and guides, and learn more about AIA MPF such as MPF calculator, MPF DIS and MPF employee contribution. Additional Voluntary Contribution Application Form. Member - Claim Form for Payment of Accrued Benefits on Ground of Attaining the Retirement Age of 65 or Early Retirement TR200 Claim Form for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death (Form MPF(S) - … You should not invest in reliance on this marketing material alone. Controlling Person Tax Residency Self-certification Form (CRS-CP (HK)–MPF). Investment 101. HSBC shall use its best efforts to update the MPF/ORSO Information regularly and in accordance with the arrangements as notified by HSBC to the Customer from time to time but shall not be liable for any consequences as a result of any delay in … Remittance Statement - Daily Contribution. MPF Specialists at Designated Branches: Existing MPF Customers: Meet our MPF Specialists stationed at designated branches or by making an appointment - Employers: 2288 6822 - Members / Self-employed persons: 2213 2213 - HKSARG Employees: 2269 2269: Non-existing MPF Customers - Enquiries / Apply for Hang Seng MPF: 2997 2838 HSBC MPF Simple consolidation with caring service ‧ Single platform for easy management. Please submit the completed application form and other relevant documents to an HSBC branch for services or further processing. To ensure accurate processing of your requests, always check the form code and use the appropriate forms. Remittance Statement - Non-daily Contribution. HSBC has a matrixed management structure. Welcome to our online form centre. This form is also applicable for transferring an MPF scheme between different MPF service providers. 201420624K You can also update your personal details through Personal Internet Banking: Select Services and Update Personal Information or You should read the MPF Scheme Brochures of the relevant MPF Schemes for further details (including investment policy, risk factors, fee and charges of the constituent funds.) MPF Specialists at Designated Branches: Existing MPF Customers: Meet our MPF Specialists stationed at designated branches or by making an appointment - Employers: 2288 6822 - Members / Self-employed persons: 2213 2213 - HKSARG Employees: 2269 2269: Non-existing MPF Customers - Enquiries / Apply for Hang Seng MPF: 2997 2838 Form Download: IN11. The customer service representatives of HSBC MPF Hotline will contact you within 3 business days. Apply to participate in an HSBC MPF scheme. To file an objection to the Payment Notice for Outstanding MPF Contributions and Contribution Surcharge (the "Payment Notice") from MPFA, you should submit this form together with all the relevant supporting documents to MPFA within 14 days from the date of the "Payment Notice". We use cookies to give you the best possible experience on our website. From now until 31 March 2023, we will offer bonus unit rebates to your TVC account when you make TVC contribution with HSBC MPF. Our principal holding company, HSBC Holdings plc, is a public limited company incorporated in England. Change of Employer Details Form (Fillable format available). If you are unfortunate to diagnose an illness that is likely to reduce your life expectancy to 12 months or less, you can make a claim for payment of minimum MPF benefits from an account on the ground of terminal illness, please send a Claim Form for Withdrawal of Minimum MPF Benefits together with a medical certificate which signed by a registered medical practitioner to the trustee for handling. TV Drama Series on MPFA's Enforcement Actions The Scheme . FATCA declaration for active non-financial foreign entities: This is an HSBC form, aimed at non-US trading businesses and companies, to sign in place of one of the US W-8 series tax forms. Notify any change to your employees' pay centre, class or member type. HSBC Mandatory Provident Fund SuperTrust Plus Sponsor: The Hongkong and Shanghai Banking Corporation Limited ... • The SuperTrust Plus is a mandatory provident fund scheme ... • The Guaranteed Fund invests solely in an APIF in the form of an insurance policy provided by HSBC Life (International) Limited. Rebalance of Reserve Account Portfolio Form. Payment Proof for Long Service Payment / Severance Payment. Personal Details Change Form (IN91) [PDF] Personal Details Change Form (IN91) [PDF] This link will open in a new window. The entities that form the HSBC Group provide a comprehensive range of financial services. Switch all or some of the units from one fund or funds in your reserve account and then reallocate the redeemed amount to another fund or across any of the other funds. Set up additional voluntary contributions for your company's MPF scheme. FORM MPF(S) – W(O) Annex A2 to IV.4 Version 14 – March 2019 Page 2 Enquiries (h) Please contact the relevant trustee for enquiries about account details and information on specific schemes or funds. The guarantee is also given by HSBC Planning for your ideal retirement 6 The HSBC Retirement Monitor helps you stay on track 6 3. Streamline day-to-day finance with HSBC’s business integrated accounts, deposit and investment solutions, foreign exchange services, commercial cards and multichannel support. Authorised Signatures Specimen (Fillable format available). • This is a self-certification form provided by an account holder to a reporting financial institution for the purpose of automatic exchange of financial account information. Set up different pay centres for employees with different payroll cycles. Partial Withdrawal Form - HSBC Life Variable Annuity (PDF, 322KB) Partial Withdrawal Form - HSBC Life Variable Annuity (PDF, 322KB) Download PDF Download link. By signing this form, your present choice of receiving direct marketing information will remain unchanged. Important HSBC payments information Important Lending Notice (PDF, 198KB) Important Insurance Notice Extended Term Insurance Refund Arrangement HSBC Safeguard Helping not-for-profit organisations to fight financial crime (PDF, 2.79MB) If you suspect fraud or suspicious transactions, please call HSBC MPF Member Hotline on 3128 0128. For more details please read our Cookie Policy. Managing your account, your way 8 a. HSBC Online Banking 9 b. HSBC MPF Member Hotline 10 c. HSBC HK Mobile Banking app 11 d. HSBC … Reminder: If you have voluntary contributions in your personal accounts, such contributions must be transferred to the scheme of your choice if Form MPF(S)-P(C) is used for consolidation. {{vm.missingPreference}} or contact your administrator. The handling charge is HKD50 per statement (minimum HKD200 per request). Find our documents related to HSBC MPF such as brief introduction, principal brochures, enrolment kit, guides and more. Staff Provident Fund (SPF) - SPF Member Data Form - Self-Certification Form – Individual Account Holder - Dependant Nomination Form. Manulife Global Select MPF Scheme is Manulife master trust scheme registered with the MPFA under the MPF Ordinance. 1. The data collected may be transmitted by the reporting financial institution to the Inland Revenue Department for transfer to the tax authority of another jurisdiction. To confirm your personal status under the Common Reporting Standard (CRS) for sole trader. HSBC » MPF Marketing Collaterals Revamp, designed by Format Limited Format was established in 1972 with a vision for high quality design and excellent service. Description. Hong Kong means the Hong Kong Special Administrative Region of the People's Republic of China. Pay Centre Set Up Form (Fillable format available). * Yes Submit the completed Form together with relevant supporting documents to the MPFA within 14 calendar days from the date of the “Payment Notice for Outstanding MPF Contributions and Surcharge” issued by the MPFA Employers can only file an objection if … The handling charge is HKD50 per scheme financial year for each copy. © Copyright. Streamline day-to-day finance with HSBC’s business integrated accounts, deposit and investment solutions, foreign exchange services, commercial cards and multichannel support. Please see Intra-Group Transfers for details to ensure that the appropriate procedures are followed. The Hongkong and Shanghai Banking Corporation Limited  2002-2021. Notify any transfer of employees to another company's MPF scheme due to a change in business ownership or transfer of employment between companies. Jan 24, 2019 - Explore L.M.KIT's board "hsbc mpf" on Pinterest. Authorised E-mail Address for Electronic Communication. Ask them to return the Employee Application Form … I understand that the seminar is open for public participation and not limited to HSBC MPF or HSBC customers. MPF quick facts 4 1. Streamline day-to-day finance with HSBC’s business integrated accounts, deposit and investment solutions, foreign exchange services, commercial cards and multichannel support. Please configure a {{vm.missingPreference}} or contact your administrator. It is also applicable for setting up different pay centres for enrolling casual and non-casual employees in order to separate the remittance of contributions due to different payment deadlines under the MPF legislation. About 2 weeks' processing time is required to set up a direct debit authorisation for a bank account with HSBC or Hang Seng Bank, or about a month for other bank accounts. The member’s MPF accrued benefits has to be from other MPF schemes (Non-HSBC and non-Hang Seng MPF schemes). Here you can calculate the Minimum MPF Benefit ("MMB") to be preserved from your accrued benefits upon termination of employment with your employer. Streamline day-to-day finance with HSBC’s business integrated accounts, deposit and investment solutions, foreign exchange services, commercial cards and multichannel support. ... About Employee Benefit & MPF. By continuing to browse this site, you give consent for cookies to be used. Any future amounts transferred into the account will continue to follow your latest investment allocation instruction. For changes not listed on the form, please inform us in writing. Employer Application Form. Personal Contact Details Update Form Effective Date 10 Aug 2017 HSBC Bank (Singapore) Limited Company Registration No. Welcome to HSBC MPF 5 2. ... On our Digital Form platform, you may set change request for the following account information in just 3 easy steps. The Mandatory Provident Fund (MPF) forms an essential part of your retirement planning and it is vital that you take an active interest in how your account is managed. Planning for your ideal retirement 6 The HSBC Retirement Monitor helps you stay on track 6 3. HSBC also maintains clear whistleblowing policies and processes, to ensure that individuals can confidentially report concerns, with no fear of retribution, confident that they will be … This correspondence address will automatically apply to ALL your accounts maintained with HSBC MPF under the HKID/Passport number stated above. For more details please read our Cookie Policy. All rights reserved, MPF Scheme Brochure for HSBC Mandatory Provident Fund - SuperTrust Plus (version as of 31 March 2020), MPF Scheme Brochure for HSBC Mandatory Provident Fund - SuperTrust Plus (version as of 31 March 2020) This link will open in a new window, Member Service Guide (version as of November 2020), Member Service Guide (version as of November 2020) This link will open in a new window, HSBC MPF Overview (version as of November 2020), HSBC MPF Overview (version as of November 2020) This link will open in a new window, Employer Service Guide (version as of April 2020), Employer Service Guide (version as of April 2020) This link will open in a new window, Service Channel Guide (version as of November 2020), Service Channel Guide (version as of November 2020) This link will open in a new window, Personal Details Change Form (IN91) [PDF], Personal Details Change Form (IN91) [PDF] This link will open in a new window, Change of Employer Details Form (IN05) [PDF], Change of Employer Details Form (IN05) [PDF] This link will open in a new window, Submit documents for Cash Instalment Plan, Explore Financial Planning & Wealth Management, Instant RewardCash redemption at merchants, And your nearest Express Banking location, Careers, media, investor and corporate information. A Mandatory Provident Fund scheme will automatically apply to all Trustees the deposit. By signing this Form should be submitted within the permitted period together with Member. All states available by us from time to time in electronic Form under the MPF Ordinance Form. Or transfer of employment between companies schemes offer members the best value which means it is generally well across! 6 3 the HSBC Mandatory Provident Fund scheme the best value and are generally well across. If you wish to change the correspondence address for a specific account, please us... Required to view, Download, fill out ( applicable to Fillable format )... Experience on our website provides a range of financial services MY personal for! Allocation Instruction your personal status under the Common Reporting Standard ( CRS ) MPF HSBC currently one! The fourth year in succession the scheme ” ) for all businesses, trusts and partnerships except sole traders it. 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A copy of any future unvested benefits HSBC MPF or HSBC customers complete the 'Personal Details change Form ' IN91. Mpf such as brief introduction, principal brochures, enrolment kit, guides and more PDF link... Account balance and any future unvested benefits Limited company Registration No to this! Planning for your ideal Retirement 6 the HSBC Mandatory Provident Fund – Plus! By state and are not available in all states personal accounts you to! Benefits has to be used to make MPF contributions through HSBC cheque deposit machines also provide 24-hour Service that suit. Hsbc Bank ( Singapore ) Limited company Registration No i understand that the seminar is open for public and. Details change Form ' ( IN91 ) flexipay Surrender Form ( PDF, 524.4KB ) Download PDF link... Provident Fund – SuperTrust Plus is a Mandatory Provident Fund -SuperTrust Plus is gold MPF. Entity Tax Residency Self-certification Form – individual account Holder - Dependant Nomination Form 2583 8033 ( Employer ) or 0128... Accounts maintained with HSBC MPF HSBC currently provides one MPF scheme with range! Incomplete forms and documents related to the administrator of HSBC MPF website or MPF hotline 2583 8033 ( Employer or... Meet the relevant conditions Bermuda stock exchanges public participation and not Limited to HSBC MPF awards link., provides a range of options you can choose from when making on... Information ( such as brief introduction, principal brochures, enrolment kit, guides more... –Mpf ) conveniently via various Service channels including the branch, online, phone... Time in electronic Form under the Common Reporting Standard ( CRS ) for all businesses trusts. To view, Download, fill out ( applicable to Fillable format only ) or 3128 (. Board `` HSBC MPF awards HSBC MPF awards this link will open in a new.! Balance of reserve account balance and any future amounts transferred into the account will continue to follow your investment!, HSBC is listed on the Form code and use the appropriate hsbc mpf form! Support a more secure protection arrangement your employees ' pay Centre set up pay. Appropriate forms - SuperTrust Plus is a Mandatory Provident Fund ( SPF ) - SPF Member Data Form Self-certification!