The Bank of East Asia

Insurance, MPF & Trust

Important

  1. BEA (MPF) Master Trust Scheme, BEA (MPF) Value Scheme and BEA (MPF) Industry Scheme (collectively “BEA MPF”) offer different Constituent Funds (i) investing in one or more approved pooled investment funds and/or approved index-tracking funds which invest in equities or bonds; or (ii) making direct investments. Each Constituent Fund has a different risk profile.
  2. The BEA (MPF) Conservative Fund under BEA (MPF) Master Trust Scheme, BEA MPF Conservative Fund under BEA (MPF) Value Scheme and BEA (Industry Scheme) MPF Conservative Fund under BEA (MPF) Industry Scheme do not provide any guarantee of the repayment of capital.
  3. You should consider your own risk tolerance level and financial circumstances before investing in the MPF default investment strategy (“DIS”). You should note that the BEA (MPF) Core Accumulation Fund and the BEA (MPF) Age 65 Plus Fund under BEA (MPF) Master Trust Scheme; the BEA Core Accumulation Fund and the BEA Age 65 Plus Fund under BEA (MPF) Value Scheme; and the BEA (Industry Scheme) Core Accumulation Fund and the BEA (Industry Scheme) Age 65 Plus Fund under BEA (MPF) Industry Scheme (collectively the “DIS Funds”) may not be suitable for you, and there may be a risk mismatch between the DIS Funds and your risk profile (the resulting portfolio risk may be greater than your risk preference). You should seek financial and/or professional advice if you are in doubt as to whether the DIS is suitable for you, and make the investment decision most suitable for you taking into account your circumstances.
  4. You should note that the implementation of the DIS may have an impact on your MPF investments and accrued benefits. You should consult with the Trustee if you have doubts on how you are being affected.
  5. Investment involves risks. You should consider your own risk tolerance level and financial circumstances before making any investment choices. In your selection of Constituent Funds, if you are in doubt as to whether a certain Constituent Fund is suitable for you (including whether it is consistent with your investment objectives), you should seek financial and/or professional advice and choose the Constituent Fund(s) most suitable for you taking into account your circumstances.
  6. You should not invest based on this website alone. Investments inherently involve risk and the unit prices of the constituent funds may go down as well as up. Past performance of the constituent funds is not indicative of future performance. For further details including the product features, fees and charges, and the risk factors involved, please refer to the MPF Scheme Brochure of the relevant scheme.
  7. Important - If you are in doubt about the meaning or effect of the contents of the MPF Scheme Brochure, you should seek independent professional advice.
I have read and understood
 

Download Area

  

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Fund Fact Sheet

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Monthly Investment Summary

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MPF Scheme Brochure

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Forms

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Annual Consolidated Report / Governance Report

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Administrative Guide and Illustration

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Note: The relevant information is available in English and Traditional Chinese versions only.



BEA (MPF) Master Trust Scheme

BEA (MPF) Value Scheme

BEA (MPF) Industry Scheme

Historical Information

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Employer

Form NameForm Number
BEA (MPF)Master Trust SchemeBEA (MPF)Value SchemeBEA (MPF)Industry Scheme
Set up of New Scheme   
Employer - Participation Agreement TR25
(Fillable Format)		 TR169
(Fillable Format)		 TR43
(Fillable Format)
Employer – Supplement of Details of Authorised Signatories TR207
(Fillable Format)
Self-Certification Form - Entity Account Holder N/A N/A TR218
(Fillable Format)

Self-Certification Form - Controlling Person of the Entity Account Holder

(ONLY for controlling person of a passive non-financial entity under Common Reporting Standard)

 N/A N/A TR219
(Fillable Format)

Self-Certification Form - Individual Account Holder

(For employer who is a sole proprietor)

 N/A N/A TR220
(Fillable Format)
Enrolment or Termination of Employee
Member - Membership Application Form TR27
(Fillable Format)

> Form Guide		 TR180
(Fillable Format)

> Form Guide		 TR40
(Fillable Format)

> Form Guide

Member - Membership Application Form (Casual Employee)

 N/A N/A TR39
(Fillable Format)

> Form Guide
 > For online enrolment N/A N/A BEA MPF Online Enrolment Platform

Self-Certification Form - Individual Account Holder

 TR220
(Fillable Format)
Employer - Notice of Termination TR201

> More about long service payment /
severance payment offsetting arrangement
Contribution
Employer - Remittance Statement TR100 TR170 TR101
Employer - Remittance Statement / Contribution Form (Non-Daily-Rated Casual Employee) N/A N/A TR64
Employer - Remittance Statement / Contribution Form  (Daily-Rated Casual Employee) N/A N/A TR199
Contribution Surcharge Objection Form Form from the MPFA
Change of Information
Employer - Supplement of Employer Voluntary Contribution TR29
Employer - Change of Details TR96
(Fillable Format)
Transfer of Scheme or Accrued Benefits
Employer - Request for Fund Transfer Form (Form MPF(S)-P(E)) TR116
Member - Transfer of Accrued Benefits Upon Intra-group Transfer / Change of Business Ownership TR117
Request for Copy or Re-issurance of Documents
Employer - Copying Services Request Form TR113

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Employee / Personal Account Holders / Self-employed Person

Form NameForm Number
BEA (MPF) Master Trust SchemeBEA (MPF)Value SchemeBEA (MPF)Industry Scheme
Enrolment   
Member - Membership Application Form TR27
(Fillable Format)

> Form Guide		 TR180
(Fillable Format)

> Form Guide		 TR40
(Fillable Format)

> Form Guide

Member - Membership Application Form (Casual Employee)

 N/A N/A TR39
(Fillable Format)

> Form Guide
 > For online enrolment N/A N/A BEA MPF Online Enrolment Platform
Member - Participation Agreement (Personal Account) TR86
(Fillable Format)		 TR179
(Fillable Format)		 TR87
(Fillable Format)
> For online enrolment BEA MPF Online Enrolment Platform
Member - Participation Agreement (Self-employed Person) TR26 TR175 TR44
Self-Certification Form - Individual Account Holder TR220
(Fillable Format)
BEA Online (MPF/ORSO) Services Application
BEA Online (MPF/ORSO) Services Application Form TR223
(Fillable Format)
MPF Account Record Enquiry
Casual Employee MPF Account Record Enquiry Form N/A N/A TR208
(Fillable Format)
Change of Investments or Other Information
Member - Change of Mandate to Invest Contribution / Fund Switching Instruction TR98 /
TR98A		 TR181 /
TR182		 TR99 /
TR99A
Member - Change of Personal Details TR94
Transfer of Accrued Benefits or Account Consolidation
For employee ceasing employment, personal account holder or self-employed person:

Member - Request for Fund Transfer Form (Form MPF(S) - P(M))		 TR147
(Fillable Format)
For an employee to transfer accrued benefits from a contribution account in a scheme under current employment to an account in a scheme elected by the employee during employment:

Employee Choice Arrangement ("ECA") - Transfer Election Form (Form MPF(S) - P(P))		 TR198
> For online application BEA MPF e-Transfer
For consolidating multiple personal accounts into one account:

Scheme Member's Request For Account Consolidation Form (Form MPF(S) - P(C))		 Form from the MPFA
Additional Voluntary Contributions
Member - Addition / Change of Additional Voluntary Contribution TR91
Member - Withdrawal of Additional Voluntary Contributions Form TR83
Payment of Accrued Benefits
Member - Claim Form for Payment of Accrued Benefits on Ground of Attaining the Retirement Age of 65 or Early Retirement TR200
Claim Form for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death (Form MPF(S) - W(O)) Forms from the MPFA
Other Related Forms (e.g. Certificates, Statutory Declarations)
Request for Copy or Re-issurance of Documents
Member - Copying Services Request Form TR114
Other Forms Related to Self-employed Person
Member - Declaration / Statement of Account (Self-employed Person) TR102
Member - Notice of Cessation / Commencement (Self-employed Person) TR106
Member - Apply / Cancel Direct Debit Authorisation For MPF Contributions (Self-employed Person) TR108

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Special Voluntary Contribution Account Holder 

Form NameForm Number
BEA (MPF)Master Trust SchemeBEA (MPF)Value Scheme
Enrolment
Member - Participation Agreement (Special Voluntary Contribution Account "SVC") TR128 TR188
Self-Certification Form - Individual Account Holder TR220
(Fillable Format)
BEA Online (MPF/ORSO) Services Application
BEA Online (MPF/ORSO) Services Application Form TR223
(Fillable Format)
Contribution
Member - Application / Cancel Direct Debit Authorisation For Contributions TR129
Member - Irregular Contribution Form TR133
Change of Investments or Other Information
Member - Change of Mandate to Invest Contribution / Fund Switching Instruction TR130 TR190
Member - Change of Details TR131
Withdrawal of Contributions or Account Termination
Member - Withdrawal Form TR134 TR194
Member - Termination Notice TR132

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Tax Deductible Voluntary Contribution Account Holder

Form NameForm Number
BEA (MPF)Master Trust SchemeBEA (MPF)Value SchemeBEA (MPF)Industry Scheme
Enrolment
Member - Participation Agreement (Tax Deductible Voluntary Contribution Account "TVC") TR209
(Fillable Format)		 TR211
(Fillable Format)		 TR210
(Fillable Format)
> For online enrolment BEA MPF Online Enrolment Platform   (User Guide)
Self-Certification Form - Individual Account Holder TR220
(Fillable Format)
BEA Online (MPF/ORSO) Services Application
BEA Online (MPF/ORSO) Services Application Form TR223
(Fillable Format)
Contribution
Member - Application / Cancel Direct Debit Authorisation For Contributions TR215
Member - Irregular Contribution Form TR216
Change of Investments or Other Information
Member - Change of Mandate to Invest Contribution / Fund Switching Instruction TR212 TR214 TR213
Member - Change of Details TR217
Transfer of Accrued Benefits
Scheme Member's Request for Transfer of Tax Deductible Voluntary Contributions (TVC) (Form MPF(S) - P(T)) Form from the MPFA
Payment of Accrued Benefits
Member - Claim Form for Payment of Accrued Benefits on Ground of Attaining the Retirement Age of 65 or Early Retirement TR200
Claim Form for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death (Form MPF(S) - W(O)) Forms from the MPFA
Other Related Forms (e.g. Certificates, Statutory Declarations)

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Other Forms

 

       

BEA (MPF) Master Trust Scheme

    

 

 

 

       

BEA (MPF) Value Scheme

    

 

 

     

BEA (MPF) Industry Scheme