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Change of investment instruction for future contributions

MPF & ORSO

You may specify your desired investment allocation percentage for any fund(s)/investment that you would like to invest in and your future contributions (including transfer-in monies) will be invested according to your instruction.

How it works?

1. Your current investment instruction on future contributions is as follows:

Current investment instruction on future contributions for your Mandatory contribution

Current investment instruction on future contributions for your Voluntary contribution

2. You submit a Change of Investment Instruction on future contributions for your Mandatory and Voluntary contribution.

3. All your future Mandatory contribution will be invested in Fund A. 50% of your future Voluntary contribution will be invested in Fund A and 50% will be invested in Fund C.

New investment instruction on future contributions for your Mandatory contribution

New investment instruction on future contributions for your voluntary contribution

How to use?

Step 1: Input your new investment allocation percentage for any fund(s)/investment that you would like to invest in for both your Mandatory and Voluntary contribution, then click the "SUBMIT" button to proceed.

Step 2: Verify the details and click the "CONFIRM" button to complete your instruction.

Step 3: After your submission is completed, a reference number will be assigned and displayed on the screen.

Step 4: You can select "My Portfolio > MPF / ORSO / Pension > Transaction Log" from the menu at the top to check the transaction history and status and then click "Investment Instruction for Future Contributions" to check the transaction details.

Confirm