How to make a Fund Switch

Employee Benefits - MPF & ORSO

Step 1: Select the contribution type you would like to transfer your fund

Step 2: Select the existing fund you would like to transfer your balance from

Step 3: Input the Transfer Out % next to the new fund(s) you would like to invest in, and click the “SUBMIT” button to proceed

* Transfer Out Percentage should be a whole number

Step 4: Verify the details and click the “CONFIRM” button to complete your instruction

Step 5: After your submission is completed, a reference number will be assigned and displayed on screen

 

Step 6: You can click “Transaction Log” on the left to check the transaction status, and then click “Fund Switch of Existing Account Balance” to check the transaction details