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 TR 98 (Simplified version) (Form Guide) ONLY IF
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1) |
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(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); |
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2) |
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(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 TR98A (Detailed version).
