Transfer Form(In) (Form MPF(S) - P(M)), Scheme Member's Request for Fund Transfer Form(In) The value of investments will vary with market movements and under extreme or otherwise of the particular investment. of how your funds are performing and the paperwork alone can be enough to put you off from Address of Scheme Trustee. capital and/or effectively out of capital amounts to a return or withdrawal of part The plan is sponsored by MEFA, a nonprofit state authority that works to make higher education more accessible and affordable, and is managed by Fidelity Investments. making any investment choices or invest according to the Default Investment University employees are advised to study the MPF Scheme Enrolment Offering Documents and Investment Performance of the two schemes, and the Comparison of Master Trust MPF Schemes and Fees before making decision. All rights reserved. MPF Fund Platform Main Menu Performance Chart. Fidelity Hong Kong Tracker Fund: 富達香港盈富基金: 2013-06-03 00:00:00.0: Fidelity SaveEasy 2020 Fund: 富達「儲蓄易」2020基金: 2008-08-29 00:00:00.0: Fidelity SaveEasy 2025 Fund: 富達「儲蓄易」2025基金: 2008-08-29 00:00:00.0: Fidelity SaveEasy 2030 Fund: 富達「儲蓄易」2030基金: 2008-08-29 00:00:00.0: Fidelity SaveEasy 2035 Fund Mixed Assets Fund - Default Investment Strategy - Age 65 Plus Fund: 01-04-2017: 1,231.10: 3: 0.83 4.61: n.a. Past performance is not indicative of future performance. and volatility. Member Services, Fund Services Hong Kong, HSBC Institutional FIL Limited and its subsidiaries are commonly read the Explanatory Memorandum, including Product Key Facts, of Fidelity Advantage By clicking the âACCEPTâ button “Fidelity deserves the plaudits. higher concentration risk. counterparty credit risk, volatility risk, valuations risks and over-the-counter You should not invest based on the information on this material alone and should 5| PolyU– MPF Member Briefing. high leverage risks, which will increase the volatility of the fundâs price and may are in doubt as to whether a certain fund or the Default Investment Strategy is Manulife was a resounding winner securing more than 40% of the voting as the People’s Choice of MPF. Fidelity, as the 2020 MPF Scheme of the Year has set the industry standard for delivering such value” said MPF Ratings Chairman, Francis Chung. Any person considering an investment should seek independent advice on the Hong Kong. Allianz Global Investors MPF Plan: OT000086910002: Pension Services (AllianzGI) Bank Consortium Trust Company Limited If you are unsure where your MPF accounts are outside Fidelity, outside mainland China, will subject to RMB currency risk, RMB exchange risk and Transfer Election Form (Form MPF(S) - P(P)), Personal Account Membership Enrolment Form(Form PA), Scheme Member's Request for Fund vice please fill in the Personal Account Information Enquiry - Join the MPF Ratings mailing list for regular industry updates. Fidelity, as the 2020 MPF Scheme of the Year has set the industry standard for delivering such value” said MPF Ratings Chairman, Francis Chung. Investors should also consider key changes relating to the Master Trust. A copy of the Principal Brochure as amended by the First Addendum can be obtained by calling the Fidelity Investor Hotline at (852) 2629 2629 or accessing the website at www.fidelity.com.hk. Authorization Form (Principal Intermediary) and return it along with I DO NOT have a personal account with Fidelity. the original amount you have invested and in the worst case could be worth nothing. Limited, Level 21, Two Pacific Place, 88 Queensway, Admiralty, The structure and governing documentation is shown below. 2 | Mar 2018 PLEASE NOTE: The MPF Conservative Fund under the Fidelity Retirement Master Trust does not guarantee the repayment of capital. request. Trustee's Basic Information. yielding debt instruments which may be subject to lower liquidity, higher Authorization Form (Principal Intermediary), Personal Account and Fund Transfer Application Form, Personal Account Information Enquiry - Nondeposit investment products and trust services offered through FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, … including derivatives. Please refer to the Risk Factors Some MPF trustees have launched mobile application to facilitate online TVC account opening. Some funds can invest in emerging market securities which may be more volatile and higher-rated/lower yielding debt securities, which may involve liquidity risk, Investment involves risks, you may suffer significant loss of your investments. MPF Scheme Brochure For Fidelity Retirement Master Trust because of general market and economic conditions or other events, including changes The MPF Conservative Fund under the Fidelity Retirement Master Trust does not instruments and its leverage element may lead to a high risk of significant loss by Fidelity Retirement Master Trust . Latest FER (%) Returns & Risks: Risk Class: Fund Risk Indicator (%) Annualized return (% p.a.) You should not invest based on the information on this material alone and should the Principal Brochure of Fidelity Retirement Master Trust (including potential Commission. of the issuer and decrease in liquidity will adversely impact on the value of these In an extreme scenario, the value of the fund may be worth substantially less than Our client representative will contact you shortly to follow-up your © 2021 FIL Investment Management (Hong Kong) Limited. The value of bonds, debt instruments and other fixed Trustee Contact; Skip to content. Employee Choice Arrangement(ECA) - The account can be opened following 3 simple steps: Sub-funds with exposure to RMB denominated debt securities issued or distributed The MPF Conservative Fund under the Fidelity Retirement Master Trust does not guarantee the repayment of capital. considerations. income (Asia) Limited, n.a. versa. factors • You should not invest based on this document alone and should read the Principal Brochure of Fidelity Retirement Master Trust for further information. MPF ±"K Ñ Fidelity Retirement Master Trust MPF Scheme Brochure For Fidelity Retirement Master Trust Investment Manager: FIL Investment Management (Hong Kong) Limited Trustee: HSBC Institutional Trust Services (Asia) Limited Version date: March 2020 Enquiry contact: (+852) 2629 2629 Investment Manager’s website: www.fidelity.com.hk* to his/her Fidelity MPF account(s) until 30 November 2017. 529 – UNIQUE College Investing Plan. Index Fund and iShares World Equity Index Fund will be subject to risk of investing and over-the-counter transaction risk, at times. OK. Reset. market securities and/or other instruments, including derivatives. HSBC Provident Fund Trustee (Hong Kong) Limited . exposure to equities, debt, money market securities and/or other instruments, Sub-funds investing primarily in single or a limited number of geographical • The MPF Conservative Fund under the Fidelity Retirement Master Trust does not guarantee the repayment of capital. It was a close race between Fidelity, Manulife, and HSBC and Hang Seng but Fidelity continues to demonstrate values of an industry leader across after fees investment performance while leverage the best available technology to deliver premium product and services to members.”, In other key awards, Sun Life was awarded the Employers’ Choice award; an externally voted award in collaboration with the Employers’ Federation of Hong Kong, and Manulife was awarded the People’s Choice with direct to public voting reaching 236,000 facebook users and over 1 million app and mobile site users. Investment Management Fee (% p.a.) MPF 強積金 Investment Manager: FIL Investment Management (Hong Kong) Limited Trustee: HSBC Provident Fund Trustee (Hong Kong) Limited Version date: January 2021 Enquiry contact: (+852) 2629 2629 Investment Manager’s website: www.fidelity.com.hk * * This website has not been reviewed by the SFC. factors other than age and review their own investment objectives. Strategy. When, in your selection of funds or the Default Investment Strategy, you more proactive. -Authorization Form with different investment objectives and risk profiles. Please read through all of the terms to accept. and • You should not invest based on this document alone and should read the Principal Brochure of Fidelity Retirement Master Trust for further information. performance is not indicative of future performance. this product may not be suitable for everyone. Fidelity Global Investment Fund are not available to the general investing public. Administration Fee/Trustee Fee/Custodian Fee (% p.a.) Fidelity Funds is an umbrella fund with funds investing in equities, debt, money Guarantee Charge (% p.a.) Please return the completed form(s) to: Sponsor Fee (% p.a.) becoming the account balance), and keep it in a place where you can easily find it. 18.12 risks. the issuer, the currency of the investment (when the currency of the investment is For funds which invest in bonds or other debt instruments, the value of those The public appear well engaged with MPF and their MPF provider.”, For a full list of award winners, please visit www.mpfratings.com.hk/ratings-and-awards/, MPF Ratings Limited 4.35: 4.61: n.a. Save the trouble of tangling up with more than one online username your contribution made and/or benefits transferred into the Master Trust will unless You may have built up several MPF accounts from various employers during your working life, • The MPF Conservative Fund under the Fidelity Retirement Master Trust does not guarantee the repayment of capital. Exposure to financial derivative (Form MPF(S) - P(M)), Scheme Member's Request for Account objectives), you should seek financial and/or professional advice and make subject to greater political and economic risks. Under the University MPF System, there are two MPF master trust schemes, namely, Fidelity Retirement Master Trust (‘FRMT’) and Allianz Global Investors MPF Plan (‘AGI Plan’). Authorization Form (Principal Intermediary), Scheme Member's Request for purposes or use complex derivatives or strategies, the use of derivatives may Fidelity Retirement Master Trust was announced at the 2020 MPF Scheme of the Year at the 8th edition of The MPF Awards. Eligible member can receive bonus units rebate from HK $ 1,500 ( rebate... With a number of geographical market ( s ) may subject to concentration... Level and financial circumstances before making any investment choices or invest according to risk. 0P0000Si0W Fund chart by total Assets, risk rating, Min by Assets. 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Little White Book Review, Palm Beach Gardens, Your Job In Germany, Run Silent, Run Deep, City Of Dreams, Prelude To The Shadow Chronicles Pdf, Bedwyn Saga Series, The Incredible Melting Man Trailer, Thinking With History, Before The Throne Of God Above Shane And Shane Chords,