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Forms and Publications

 

Manulife MPF Forms and Publications

Effective from Mar 31, 2020

The MPF Scheme offering document will be replaced by the MPF Scheme Brochure.

Effective from Mar 31, 2020

Forms

Manulife Global Select (MPF) Scheme (Personal Account) Application Package

Please read our MPF Scheme Brochure before you enrol.

A complete application package consists of these items. To open a Personal Account with Manulife, please download ALL items.

 

  • MPF Scheme Brochure
  • Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
  • On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
  • Application for Participation in Manulife Global Select (MPF) Scheme (Personal Account)
  • Scheme Member's Request for Account Consolidation Form
  • Scheme Member’s Request for Fund Transfer Form
  • Employee Choice Arrangement (“ECA”) – Transfer Election Form
  • Guide to Transfer Benefits under Employee Choice Arrangement
Manulife Global Select (MPF) Scheme (Tax Deductible Voluntary Contributions) Application Package

Please read our MPF Scheme Brochure before you enrol.

A complete application package consists of these items. To open a Tax Deductible Voluntary Contributions Account with Manulife, please download ALL items.

 

  • MPF Scheme Brochure
  • Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
  • On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
  • Disclosure of Necessary Information to the Client
  • Application for Participation in Manulife Global Select (MPF) Scheme (Tax Deductible Voluntary Contributions)
  • Direct Debit Authorization
  • Scheme Member's Request for Transfer of Tax Deductible Voluntary Contributions (“TVC”)
Manulife Global Select (MPF) Scheme (Flexi Retirement Contribution Member) Application Package

Please read our MPF Scheme Brochure before you enrol.

A complete application package consists of these items. To open a Flexi Retirement Contribution Member Account with Manulife, please download ALL items.

 

  • MPF Scheme Brochure
  • Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
  • On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
  • Disclosure of Necessary Information to the Client
  • Application for Participation in Manulife Global Select (MPF) Scheme (Flexi Retirement Contribution)
  • Direct Debit Authorization
Manulife Global Select (MPF) Scheme (Self-Employed Person) Application Package

Please read our MPF Scheme Brochure before you enrol.

A complete application package consists of these items. To enroll a self-employed account with Manulife, please download ALL items

 

  • MPF Scheme Brochure
  • Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
  • On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
  • Application for Participation in Manulife Global Select (MPF) Scheme (Self-Employed Person)
  • Direct Debit Authorization
Manulife Global Select (MPF) Scheme Employee Application Kit

Manulife Global Select (MPF) Scheme Employee Application Kit Please read our MPF Scheme Brochure before you enrol.

A complete employee enrolment package consists of these items. To enrol an employee into your sub-scheme, download and provide your employees with ALL items.

 

  • MPF Scheme Brochure
  • Manulife Global Select (MPF) Scheme Employee Enrolment Form
  • Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
  • On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
Manulife Global Select (MPF) Scheme Contribution Investment Instruction/Fund Switching Instruction

For you to change your investment portfolio.

Tax Deductible Voluntary Contributions Instructions
Flexi Retirement Contribution Instructions
Scheme Member’s Request for Fund Transfer Form

For self-employed person, personal account holder or employee ceasing employment to make a transfer of accrued benefits to another scheme or to retain within the same scheme as a personal account.

 

Please note that if you wish to transfer your accrued benefits from another scheme to Manulife, the transferred-in monies will be invested according to the “Contribution Investment Instruction” (“Instruction”) of your MPF account with Manulife. In case you have not given the Instruction for your MPF account, in particular if it is a Personal Account set up automatically to preserve your accrued benefits due to cessation of employment, the Instruction would have been defaulted as the “Default Investment Strategy”. If you are not sure about the Instruction of your MPF account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

 

Scheme Member's Request for Account Consolidation Form

For consolidating multiple personal accounts into one account.

Please note that if you wish to transfer your accrued benefits from another scheme to Manulife, the transferred-in monies will be invested according to the “Contribution Investment Instruction” (“Instruction”) of your MPF account with Manulife. In case you have not given the Instruction for your MPF account, in particular if it is a Personal Account set up automatically to preserve your accrued benefits due to cessation of employment, the Instruction would have been defaulted as the “Default Investment Strategy”. If you are not sure about the Instruction of your MPF account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

Employee Choice Arrangement (“ECA”) – Transfer Election Form

For employee to transfer accrued benefits from contribution account in an original scheme to an account in a new/existing scheme nominated by the employee during employment.

 

Please read the Guide to Transfer Benefits under Employee Choice Arrangement before you complete the form. Please download BOTH items

Please note that if you wish to transfer your accrued benefits from another scheme to Manulife, the transferred-in monies will be invested according to the “Contribution Investment Instruction” (“Instruction”) of your MPF account with Manulife. In case you have not given the Instruction for your MPF account, in particular if it is a Personal Account set up automatically to preserve your accrued benefits due to cessation of employment, the Instruction would have been defaulted as the “Default Investment Strategy”. If you are not sure about the Instruction of your MPF account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

Scheme Member's Request for Transfer of Tax Deductible Voluntary Contributions (“TVC”)

For TVC account holder to transfer benefits from a TVC account in an original scheme to a TVC account in another new scheme

 

Please note that if you wish to transfer your TVC benefits from another scheme to Manulife, the transferred-in monies will be invested according to the "Contribution Investment Instruction" ("Instruction") of your TVC account with Manulife. In case you have not given the Instruction for your TVC account, the Instruction would have been defaulted as the "Default Investment Strategy". If you are not sure about of your TVC account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

Payment of Accrued Benefits to Scheme Members
Manulife Global Select (MPF) Scheme Request for Withdrawal of Flexi Retirement Contribution
 

For you to withdraw the Flexi Retirement Contribution.

Change of Contact Details Form

For Personal Customer to change below contact details:

 

  • Correspondence Address
  • Email Address
  • Contact Numbers (Residential / Office / Mobile / Pager/ Fax Number)

 

Change of Personal Particulars Form

For Personal Customer to change or correct below particulars:

 

  • Name
  • Legal ID (e.g. HKID / Passport Number)
  • Date of Birth
  • Sex
Customer Consent to Use / Provision of Personal Data in Direct Marketing

Monthly Summary

MPF



Hot offer - Personal Account

To manage your retirement investments more efficiently, you may consolidate your MPF accrued benefits from multiple to a single personal account. With Manulife Personal Account you may enjoy special privileged rates on our management fees by way of bonus unit rebate (terms and conditions apply)

Learn more

Warning: Investment involves risks. Please refer to the MPF Scheme Brochure for details including risk factors, fees and charges of the scheme.


Manulife MPF Overview

Offers you a wide range of constituent funds for an investment portfolio that can be tailored to individual needs and risk appetites, backed by all-round MPF services. You can select from a comprehensive MPF platform offering 29 different constituent funds, ranging from equity funds (international, regional, single-market and sector), bond funds (international, regional and single-market), mixed assets funds (lifestyle and target date), guaranteed funds to money market fund. Besides, the Default Investment Strategy (“DIS”) is also one of the available investment choices for you as required by the legislative requirement.

Learn more

 

Warning: Investment involves risks. Please refer to the MPF Scheme Brochure for details including risk factors, fees and charges of the scheme.

Offers you a wide range of constituent funds for an investment portfolio that can be tailored to individual needs and risk appetites, backed by all-round MPF services. You can select from a comprehensive MPF platform offering 29 different constituent funds, ranging from equity funds (international, regional, single-market and sector), bond funds (international, regional and single-market), mixed assets funds (lifestyle and target date), guaranteed funds to money market fund. Besides, the Default Investment Strategy (“DIS”) is also one of the available investment choices for you as required by the legislative requirement.

Learn more

 

Warning: Investment involves risks. Please refer to the MPF Scheme Brochure for details including risk factors, fees and charges of the scheme.

More related information

The VHIS Office recently discovered a translation error in the Chinese version of the Schedule of Surgical Procedures of the Certified Plan Policy Template. In the fracture/dislocation section of the Surgical Schedule, “clavicle” on the 8th and 12th items was mistranslated as “scapula” and “scapula” on the 13th item was mistranslated as “clavicle”. Manulife has reviewed and revised the relevant product information of Manulife’s VHIS certified plans upon the VHIS Office’s request, and has revised the Chinese version of the certified plans’ policy provisions accordingly. The English version of the policy provisions is not affected. For any enquiries, please contact Manulife’s service hotline at 2108 1188.

View more

The VHIS Office recently discovered a translation error in the Chinese version of the Schedule of Surgical Procedures of the Certified Plan Policy Template. In the fracture/dislocation section of the Surgical Schedule, “clavicle” on the 8th and 12th items was mistranslated as “scapula” and “scapula” on the 13th item was mistranslated as “clavicle”. Manulife has reviewed and revised the relevant product information of Manulife’s VHIS certified plans upon the VHIS Office’s request, and has revised the Chinese version of the certified plans’ policy provisions accordingly. The English version of the policy provisions is not affected. For any enquiries, please contact Manulife’s service hotline at 2108 1188.

View more
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