MPF Bonus Unit Offers

A chance to enjoy up to HK$700 special bonus unit

 

T&Cs apply

HSBC MPF, as one of the largest retirement scheme administrators in Hong Kong, we have the expertise and experience to take care of your MPF investment and efficiently manage your fund. In appreciation for your support to HSBC MPF, we are proud to present the following offers:

HSBC MPF Flexi-Contributions are self-arranged contribution instruction totally independent of any employer.

A chance to enjoy
up to HK$700
special bonus unit

Please call our HSBC MPF Member Hotline on 3128 01283128 0128 or contact MPF Specialist

Contact us

Introduction of HSBC Mandatory Provident Fund - SuperTrust Plus

HSBC Mandatory Provident Fund - SuperTrust Plus provides a total of 20 actively and passively managed constituent funds, ranging from conservative to aggressive investments, and particularly with equity funds investing in specific market(s) and index-tracking collective investment schemes (ITCIS) to meet your unique retirement needs.

Please refer to ‘Principal Brochure’ which contains more detailed information about HSBC Mandatory Provident Fund – SuperTrust Plus including information on the fund structure, risk involved, fee table and of our ability to alter these fees and charges in the future.

Constituent fund type Name of constituent fund
Money market fund MPF Conservative Fund
Bond fund Global Bond Fund
Guaranteed fund Guaranteed fund
Mixed assets fund Age 65 Plus Fund
Core Accumulation Fund
Stable Fund
Balanced Fund
Growth Fund
ValueChoice Balanced Fund
Equity fund Global Equity Fund
North American Equity Fund
European Equity Fund
Asia Pacific Equity Fund
Hong Kong and Chinese Equity Fund
Chinese Equity Fund
ValueChoice US Equity Fund
ValueChoice European Equity Fund
ValueChoice Asia Pacific Equity Fund
Hang Seng Index Tracking Fund
Hang Seng China Enterprises Index Tracking Fund

 

Terms and Conditions

  1. The Special Bonus Unit Offer is provided by The Hongkong and Shanghai Banking Corporation Limited (‘HSBC’).
  2. All members are required to register through an HSBC MPF Specialist.
  3. The promotion period of this offer is up to 31 December 2019 (the ‘Promotion Period’).
  4. For the MPF Transfer-in offer, please refer below:
    • This offer is available for the member’s HSBC MPF personal account (‘Account’).
    • A member will receive bonus units worth HKD200 in his/her eligible Account if all the following requirements are met:
      1. The minimum aggregate amount of MPF accrued benefits/ Minimum MPF Benefits of HKD50,000 has to be transferred successfully within 3 months after the submission of the first successful Employee Choice Arrangement (“ECA”)- Transfer Election Form/Scheme Member’s Request for Fund Transfer Form/Scheme Member’s Request for Account Consolidation Form/Minimum MPF Benefits Transfer Form (the ‘Transfer-in Transaction Period’).
      2. The holding period is 6 months from the day the minimum MPF accrued benefits/ Minimum MPF Benefits of HKD50,000 has been met and successfully transferred (the ‘Transfer-in Holding Period’).
      3. The member has not transferred out or withdrawn any MPF accrued benefits/ Minimum MPF Benefits of the member’s Account before the bonus units are allocated and during the Holding Period.
      4. The member’s MPF accrued benefits has to be from other MPF schemes (Non-HSBC and non-Hang Seng MPF schemes).
      5. The member’s Minimum MPF Benefits apply to all Trustees.
      6. If the member’s MPF accrued benefits/Minimum MPF Benefits within the Transfer-in Promotion Period meets the minimum transfer amount of HKD50,000, he/she will be entitled to bonus units worth HKD200.
    • The bonus units will be credited to the Sub-Account as ‘Preserved MPF Transfer’ according to (i) the investment choices(s) of the above personal Sub-Account and (ii) the unit prices of the relevant constituent fund(s) as of the date of allocation, which is any business day within the next 2 months after the Transfer-in Holding Period.
    • Each Account is entitled to the bonus units of this offer ONE time only.
  5. For the Flexi-Contributions offer (1) and (2), please refer below:
    • This offer is available for the member’s HSBC MPF Flexi-Contributions personal account (‘Account’).
    • A member will receive bonus units in his/her eligible Account if all the following requirements are met:
      1. For offer (1), if the member makes a lump sum Flexi-Contributions amounting to a minimum of HKD50,000 during the Flexi-Contributions Promotion Period, they will receive bonus units worth HKD200. For offer (2), if the member makes a lump sum Flexi-Contributions amounting to a minimum of HKD200,000 during the Flexi-Contributions Promotion Period, they will receive bonus units worth HKD500.
      2. The lump sum Flexi-Contributions has to be made successfully to the Account under the HSBC MPF scheme within 3 months after the first submission of the Flexi-Contributions form.
      3. The member must not withdraw any accrued benefits from the sub-account ‘Member Flexi-Contributions’ (‘Sub-Account’) of the member’s Account before the bonus units are allocated and during the Holding Period.
      4. For offer (1), the holding period is 6 months from the day the minimum lump sum Flexi-Contributions amount of HKD50,000 has been successfully made (the ‘Flexi-Contributions Holding Period’).For offer (2), the holding period is 6 months from the day the minimum lump sum Flexi-Contributions amount of HKD200,000 has been successfully made (the ‘Flexi-Contributions Holding Period’).
    • The bonus units will be credited to the Sub-Account as Member Flexi-Contributions according to (i) the investment choices(s) of the above personal Sub-Account and (ii) the unit prices of the relevant constituent fund(s) as of the date of allocation, which is any business day within the next 2 months after the Flexi-Contributions Holding Period.
    • Each Account is entitled to the bonus units of this offer ONE time only.
  6. The member shall not receive any bonus units if his/her Account has been cancelled or terminated before the bonus units are allocated.
  7. Upon allocation of the bonus units to the member’s Account, a confirmation shall be sent to the relevant member within the next month after the date of allocation of the bonus units.
  8. The bonus units allocated to the member’s Account are part of the account balance and shall be subject to the appropriate fees and charges applicable to the HSBC Mandatory Provident Fund scheme. For details of the fees and charges, please refer to the ‘Principal Brochure’.
  9. The bonus unit payout will be reflected as ‘Special Bonus’ in the Mandatory Provident Fund Member Benefit Statement for the financial period of the scheme.
  10. The bonus unit allocation shall not be in the form of cash or cash equivalent at the time of payout.
  11. In the event of any disputes arising from the entitlement of the bonus unit, the decision of HSBC should be final and conclusive.
  12. HSBC reserves the right to change these terms and conditions at any time and the offer may be withdrawn and/or terminated by HSBC at its discretion without prior notice to the member(s).
  13. Should there be any discrepancy between the English and Chinese versions of these terms and conditions, the English version shall apply and prevail.
  14. These terms and conditions are governed by, and construed in accordance with, the laws of the Hong Kong Special Administrative Region.
  15. This promotion is subject to the Terms and Conditions.

Customers have a right to request that his/her personal data are not to be used for direct marketing purposes. Requests can be made in writing to the Data Protection Officer, HSBC Provident Fund Trustee (Hong Kong) Limited, c/o The Hongkong and Shanghai Banking Corporation Limited, PO Box 73770, Kowloon Central Post Office.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Investment involves risks. Past performance is not indicative of future performance. For further details including the product features and risks involved, please refer to the ‘Principal Brochure’.

  • The HSBC Mandatory Provident Fund – SuperTrust Plus is mandatory provident fund scheme.

  • You should consider your own risk tolerance level and financial circumstances before making any investment choices. When, in your selection of funds, you are in doubt as to whether a certain fund is suitable for you (including whether it is consistent with your investment objectives), you should seek financial and/or professional advice and choose the fund(s) most suitable for you taking into account your circumstances.

  • You should consider your own risk tolerance level and financial circumstances before investing in the MPF Default Investment Strategy. You should note that the DIS constituent funds, namely, the Core Accumulation Fund and the Age 65 Plus Fund, may not be suitable for you, and there may be a risk mismatch between the DIS constituent funds and your risk profile (the resulting portfolio risk may be greater than your risk preference). You should seek financial and/or professional advice if you are in doubt as to whether the DIS is suitable for you, and make the investment decision most suitable for you taking into account your circumstances.

  • You should note that the implementation of the DIS may have an impact on your MPF investments and benefits. We recommend that you consult with the Trustee if you have doubts on how you are being affected.

  • The Guaranteed Fund invests solely in an approved pooled investment fund in the form of an insurance policy provided by HSBC Life (International) Limited. The guarantee is also given by HSBC Life (International) Limited. Your investments in the Guaranteed Fund, if any, are therefore subject to the credit risks of HSBC Life (International) Limited. Please refer to the ‘Warning’ section under ’Guaranteed Fund’ in Part II – Fund Structure of the ‘Principal Brochure’ for details of the credit risk.

  • The guarantee in the Guaranteed Fund only applies under certain conditions. Please refer to the ‘Guarantee features’ section under Guaranteed Fund’ in Part II – Fund Structure of the ’Principal Brochure’ for full details of the guarantee features and Guarantee Conditions, including the guarantee features in the context of payment of benefits in instalments.

  • MPF Benefits, AVC Benefits and TVC Benefits payable on a Member’s 65th birthday or early retirement on or after his/her reaching age 60 can be paid in one lump sum or in instalments, at the Member’s election (in such form and on such terms as the Trustee may, to the extent not prohibited by the ‘MPF Ordinance’ or General Regulation, prescribe). Please refer to the ‘Payment of MPF Benefits, AVC Benefits and TVC Benefits’ section under ‘Payment of benefits’ in Part I – Product Information of the ‘Principal Brochure’ for full details.

  • You should not invest based on this document alone and should read the ‘Principal Brochure’.

  • Investment involves risks. Past performance is not indicative of future performance. The value of financial instruments, in particular stocks and shares, and any income from such financial instruments, may go down as well as up. For further details including the product features and risks involved, please refer to the ‘Principal Brochure’.

Please read through all the important notes to accept.