The Bank of East Asia

Insurance, MPF & Trust

Member - Change of Mandate to Invest Contribution / Fund Switching Instruction

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

Please use Form TR99 (Simplified version) (Form Guide) ONLY IF

1)

  

(For Part II - Change of Investment Choice) you wish to have the SAME fund allocation percentage applied for all future contributions, surcharge and transfer-in assets (including current / previous employer / employee mandatory / voluntary / additional voluntary contributions / Government Injection Contributions);

2)

 

(For Part III - Switching Instruction) (i) you wish to have the SAME fund allocation percentage applied for all accrued benefits; and (ii) your existing fund allocation percentage for all accrued benefits (including current / previous employer / employee mandatory / voluntary / additional voluntary contributions / Government Injection Contributions) are the SAME

IF, you wish to make DIFFERENT fund allocation percentage for current / previous employer / employee mandatory / voluntary / additional voluntary contributions / Government Injection Contributions for Part II - Change of Investment Choice and / or Part III - Switching Instructions, please fill in Form TR99A (Detailed version).