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Switching existing investment choices / funds

MPF & ORSO – Fund-to-Fund Switch

You may redeem a percentage of the specified fund/investment under your current investment portfolio and invest the redemption proceeds in other fund(s)/investment. Here is an example:

How it works?

1. Your current investment portfolio for your Mandatory contribution is as follows:

Current investment portfolio

2. You submit a Fund-to-Fund Switch instruction for your Mandatory contribution to switch out 50% of your total asset from Fund B to Fund C.

3. 50% of your total asset in Fund B will be redeemed. The redemption proceeds will be invested in Fund C.

Fund Switching

Your new asset allocation for your Mandatory contribution will be as follows:

Investment portfolio after fund switching

Please note that Fund-to-Fund Switch will not change your investment instruction for future contributions (including transfer-in monies).

How to use?

Step 1: Select the contribution type you would like to switch your fund from.

Step 2: Select the existing fund/investment that you would like to switch out:

Step 3: Input the Switch Out percentage(s) next to the fund(s)/investment you would like to invest in and click the "SUBMIT" button to proceed.

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 the screen.

Step 6: 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 "Fund Switching Instruction - Fund-to-Fund Switch" to check the transaction details.

Effective from Feb 11, 2020, 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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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.

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Effective from Feb 11, 2020, 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

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.

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