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Change future investments

MPF / ORSO / Pension

You can change investment allocations for your future monies based on your needs.

How it works?

1. Your current allocation % for future investments (Mandatory and Voluntary portions):

2. Your new allocation instruction for future investments:

3. Your future investment allocation:

Mandatory portion: 100% will be allocated to Fund A;

Voluntary portion: 50% will be allocated to Fund A and 50% to Fund C.

Step-by-step guide

Step 1: Select “Change future investments” and then the related account.

Step 2: Input the new allocation %, then click “Review”.

The total allocation % must add up to 100% for Mandatory and Voluntary portions respectively.

Step 3: Review your new investment instruction, then click “Submit”.

After submitting your instruction, you can save the page or print it for record-keeping. 

You can also go to “My Portfolio > MPF / ORSO / Pension > Transaction Log” to review your instruction records.

Effective from July 21, 2020 (Tuesday), our Service Hotlines and Service Centres will operate from 10am to 5pm, Monday to Friday, until further notice. We apologize for any inconvenience caused.

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Effective from July 21, 2020 (Tuesday), our Service Hotlines and Service Centres will operate from 10am to 5pm, Monday to Friday, until further notice. We apologize for any inconvenience caused.

View more
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