中銀保誠資產管理 強積金通訊 2015 new_template_2015... · 2015-10-26 · regarding the...

4
2015 第二期 Issue 2 中銀保誠資產管理 強積金通訊 MPF NEWSLETTER BOCI-Prudential Asset Management 有關強積金計劃售後的行政文件,請郵寄至「香港銅鑼灣威非路道18號萬國寶通中心24字樓2403室,中銀國際英國保誠信 託有限公司」。此外,成員可致電積金行政熱線2929 3030查詢各項強積金行政事務(包括賬戶資料、供款及其他強積金行 政事務)。 Regarding the after-sales administration forms of MPF scheme, kindly send to BOCI-Prudential Trustee Limited, Unit 2403, 24/F., Citicorp Centre, 18 Whitfield Road, Causeway Bay, Hong Kong . In addition, members may call the MPF Administration Hotline at 2929 3030 for MPF administration affair enquiries (including account details, contributions and other MPF administration affairs). 香港中環花園道1號中銀大廈27字樓 27/F, Bank of China Tower,1 Garden Road, Central, Hong Kong 強積金開戶及產品熱線 MPF Application and Product Hotline: 2280 8686 網址 Website: http://www.boci-pru.com.hk

Upload: buinhu

Post on 26-Apr-2019

233 views

Category:

Documents


0 download

TRANSCRIPT

強積金開戶及產品熱線 MPF Application and Product Hotline: 2280 8686

網址 Website: http://www.boci-pru.com.hk

有關中銀保誠簡易強積金計劃售後的行政文件,請郵寄至「香港銅鑼灣威非路道18號萬國寶通中心24字樓2403室,中銀國際英國保誠信託有限公司」。此外,成員可致電積金行政熱線2929 3030查詢各項強積金行政事務(包括賬戶資料、供款及其他強積金行政事務)。 Regarding the after-sales administration forms of BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme, kindly send to “BOCI-Prudential Trustee Limited, Unit 2403, 24/F., Citicorp Centre, 18 Whitfield Road, Causeway Bay, Hong Kong ”. In addition, members may call the MPF Administration Hotline at 2929 3030 for MPF administration affair enquiries (including account details, contributions and other MPF administration affairs).

香港中環花園道1號中銀大廈27字樓 27/F, Bank of China Tower,1 Garden Road, Central, Hong Kong

2015第二期Issue 2

中銀保誠資產管理 強積金通訊MPF NEWSLETTER

BOCI-Prudential Asset Management

有關強積金計劃售後的行政文件,請郵寄至「香港銅鑼灣威非路道18號萬國寶通中心24字樓2403室,中銀國際英國保誠信託有限公司」。此外,成員可致電積金行政熱線2929 3030查詢各項強積金行政事務(包括賬戶資料、供款及其他強積金行政事務)。

Regarding the after-sales administration forms of MPF scheme, kindly send to “BOCI-Prudential Trustee Limited, Unit 2403, 24/F., Citicorp Centre, 18 Whitfi eld Road, Causeway Bay, Hong Kong”. In addition, members may call the MPF Administration Hotline at 2929 3030 for MPF administration affair enquiries (including account details, contributions and other MPF administration affairs).

香港中環花園道1號中銀大廈27字樓 27/F, Bank of China Tower,1 Garden Road, Central, Hong Kong

強積金開戶及產品熱線 MPF Application and Product Hotline: 2280 8686

網址 Website: http://www.boci-pru.com.hk

最新情報WHAT'S NEW

1. 資料來源:World Finance 雜誌。獎項乃根據World Finance雜誌的評審標準並以截至2015年1月30日之數據計算。有關獎項的詳情,請瀏覽有關網址http://www.worldfinance.com/awards/investment-management-awards-2015。Source: World Finance. Data as of 30 January, 2015, evaluated by World Finance according to its judging criteria. For details of the award, please refer to the website at http://www.worldfinance.com/awards/investment-management-awards-2015.

2. 資料來源:《經濟一週》雜誌。獎項乃根據《經濟一週》的評審標準頒發 ─ 候選名單由《經濟一週》擬定,由評審委員投票(佔總投票額30%)及公眾投票(佔總投票額70%)。Source: Economic Digest. Evaluated by Economic Digest according to its judging criteria - the short list was decided by Economic Digest; whereas the votes for the final winners were cast by the judging committee (30% of the votes) and the public (70% of the votes).

3. 資料來源:《資本雜誌》(CAPITAL)。獎項乃根據《資本雜誌》的評審標準頒發 ─ 獎項評分均來自評審團(佔總投票額50%)及《資本雜誌》編輯委員會(佔總投票額50%)。Source: CAPITAL. Evaluated by CAPITAL according to its judging criteria - the votes were cast by Panel of Judges (50% of the votes) and CAPITAL Editorial Board (50% of the votes).

獲獎資料僅供參考,您不應只依賴這宣傳品來作出任何投資決定,過去的表現並不代表未來的表現。

本文只用作提供資料性用途,並不構成任何分銷或任何買賣之要約或游說。

投資涉及風險。有關產品詳請,請參閱產品之介紹手冊。

The award information is for reference only. You should not solely rely on the stand-alone marketing material to make any investment decision. Past performance is not indicative of future performance.

This article is for informational purposes only and the information contained herein does not constitute any distribution, offer or solicitation to buy or sell.

Investment involves risks. For product details, please refer to the Principal Brochure of product for further details.

1. 資料來源:World Finance 雜誌。獎項乃根據World Finance雜誌的評審標準並以截至2015年1月30日之數據計算。有關獎項的詳情,請瀏覽有關網址http://www.worldfinance.com/awards/investment-management-awards-2015。

World Finance Investment Management Awards 2015

• Best Investment Management Company, Hong Kong1

中銀國際英國保誠資產管理有限公司的佳績再受肯定,下列獎項印證了我們過往一

年的努力。我司未來將繼續致力提供優質的投資服務予我們尊貴的客戶。

The achievements of BOCI-Prudential Asset Management Limited were recognized again. The following awards proved our endeavour in the past year. In the future, we will keep providing quality investment services to our valuable clients.

佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績佳績備受肯定備受肯定備受肯定Achievements Achievements Achievements

Being Recognized Being Recognized Being Recognized

2 0 1 5

Economic Digest實力品牌大獎 2015 The Outstanding Brand Awards 2015

• 強積金基金經理 2 MPF Fund Manager2

• 交易所買賣基金 2 ETF2

CAPITAL

資本卓越銀行及金融大獎 2015 CAPITAL Merits of Achievements in Banking & Finance 2015

• 資本卓越強積金大獎 3

MPF3 • 資本卓越 ETF管理人大獎 3 ETF 3

《經濟一週》

《資本雜誌》

強積金投資講座MPF INVESTMENT SEMINAR

簡易分析瞬息萬變之金融市場 ��Analyzing the Ever-Changing Financial Market全方位退休投資策劃解碼 ��Retirement and Investment Planning Decode

場次 Session 1 場次 Session 2

日期 Date: 21/11/2015 ( 星期六 Sat) 19/01/2016 ( 星期二 Tue)

時間 Time: 下午 2:30-3:30 p.m. 晚上 6:30- 7:30 p.m.

地點Venue: 香港遠東絲麗酒店

新界荃灣青山道 135-143 號 6 樓會議廳

Silka Far East Hong Kong Function Rooms

6/F, 135-143 Castle Peak Road,

Tsuen Wan, NT

基督教家庭服務中心

九龍觀塘翠屏道 3 號 203 室

Christian Family Service Centre

Rm 203, 2/F, 3 Tsui Ping Road,

Kwun Tong, Kowloon

講座均以廣東話主講,費用全免。請即致電登記熱線 (852) 2280 8687 留座。Seminars are conducted in Cantonese and free of charge. For reservation, please call the enrolment hotline at (852) 2280 8687.

投資涉及風險。投資前請先參閱銷售文件。Investment involves risk. Please read the Principal Brochure before investing.

加息?減息?投資點部署?加息?減息?投資點部署?Investment Strategies under Investment Strategies under

Interest Rate UncertaintyInterest Rate Uncertainty

請緊記帶備您最近的強積金成員累算權益報告出席!!

Remember to bring along your lastest MPF Member Benefi t Statement(s)!!

主題 Topic

資訊中心INFO CENTRE

根據「2015年強制性公積金計劃(修訂)條例」(“條例”),自2015年8月1日起,「罹患末期疾病」已新增為提早提取強制性公積金(強積金)累算權益的理由之一。計劃成員如罹患末期疾病,而導致剩餘預期壽命縮短至12個月或以下,並得到由註冊醫生或中醫簽發之醫學證明書,便能於證明書簽發日期的12個月內向受託人申請提取累算權益。相關累算權益申索表格已相應更新,並可透過信託公司網頁 www.bocpt.com 或致電信託公司的熱線索取。

條例對「特准限期」及自僱人士的「供款日」的定義亦作出釐清。「特准限期」是指僱主必須安排僱員參加強積金計劃的限期或自僱人士必須安排自己參加強積金計劃的限期,臨時僱員的特准限期為10日,非臨時僱員及自僱人士的特准限期為60 日。自僱人士的「供款日」是指有關供款期(按月或按年計)的最後一日。如「特准限期」最後一天/自僱人士的「供款日」為星期六、公眾假日、烈風警告日或黑色暴雨警告日,特准限期/供款日則延伸至該日之後的第一個並非星期六、公眾假日、烈風警告日或黑色暴雨警告日的日子。

此外,此次條例修訂簡化及自動化部分強積金行政程序。自2015年8月1日起,過往僱主參與計劃後所收到由積金局發出的「參與證明書」已被取消;僱主亦無需於主要營業地點展示該證明書。過往向計劃成員發出的「成員證明書」已由「參與通知書」一併取代。

With effect from 1 August 2015, “Terminal Illness” has been included as an additional ground for the early withdrawal of accrued benefits for members in accordance with the Mandatory Provident Fund Schemes (Amendment) Ordinance 2015 (the “Ordinance”). A scheme member who suffers from a terminal illness which is likely to reduce the life expectancy to 12 months or less can lodge a claim for the accrued benefits with the trustee within 12 months of the issue date of a Medical Certi� cate from a registered medical practitioner or a registered Chinese medicine practitioner. Relevant Claim Form for Payment of Accrued Benefits has been updated accordingly and can be obtained by visiting the Trustee’s website: www.bocpt.com or calling the hotline.

The Ordinance has also clarified the definitions of “Permitted Period” and “Contribution Day” in the case of self-employed person (“SEP”). “Permitted Period” refers to the period within which employers are required to enroll their employees into a MPF scheme or an SEP is required to enroll himself/ herself in a MPF scheme. The Permitted Period is 10 days for casual employee and 60 days for non-casual employee and SEP, whereas the Contribution Day related to SEP refers to the last day of relevant contribution period (either on a monthly or yearly basis). If the last day of Permitted Period/ SEP’s Contribution Day falls on a Saturday, a public holiday, a gale warning day or a black rainstorm warning day, the Permitted Period/ Contribution Day will be extended to the next following day which is not a Saturday, a public holiday, a gale warning day or a black rainstorm warning day.

In addition, the Ordinance has been amended to streamline and automate MPF administration processes. With effect from 1 August 2015, the Participation Certificate previously issued by the MPFA to employers has been eliminated and employers no longer need to display the certificate at their principal place of business. Moreover, a Notice of Participation has replaced the Membership Certificate issued to scheme members.

2015年強制性公積金計劃條例最新修訂Amendments to the Mandatory Provident Fund Schemes Ordinance in 2015

此通訊及基金經理網頁由中銀國際英國保誠資產管理有限公司刊發,並未經證監會審核。

此通訊只用作提供資料性用途。所有資料更改恕不另行通知。

此通訊內的「資訊中心」內容由中銀國際英國保誠信託有限公司提供,其他資料則由中銀國際英國保誠資產管理有限公司提供。

您可隨時選擇不收取任何由中銀國際英國保誠資產管理有限公司所寄出的市場推廣郵件。欲作出此安排,請電郵至[email protected]

This Newsletter and the Manager’s website are issued by BOCI-Prudential Asset Management Limited and have not been reviewed by the SFC.

This Newsletter is for informational purposes only. The contents of the Newsletter are subject to change without further notice.

Content of “Info Centre” in this Newsletter is provided by BOCI-Prudential Trustee Limited, while other information is provided by BOCI-Prudential Asset Management Limited.

You may at anytime choose not to receive any marketing mailings from BOCI-Prudential Asset Management Limited. To make such arrangement, please e-mail to [email protected].

註:

Note:

如有查詢,請即與中銀國際英國保誠信託有限公司之客戶服務代表聯絡 :Should you have any queries, please do not hesitate to contact the Customer Services Representatives of BOCI-Prudential Trustee Limited at:積金行政熱線 MPF Administration Hotline: 2929-3030