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Switch funds

MPF / ORSO / Pension

Switch out all funds (One-time rebalancing)

Step 1: Select the contribution type and “Switch out all funds (One-time rebalancing)”.

Step 2: Input % for the fund(s) you want to switch into, then click “Review”.

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

Step 3: Review your 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.

Switch out an individual fund (Fund-to-fund switch)

Step 1: Select the contribution type and the fund you want to switch out.

Step 2: Input percentages for the fund(s) you want to switch in, then click “Review”.

Step 3: Review your 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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