The Bank of East Asia

Insurance & MPF Services

Important

  1. BEA (MPF) Master Trust Scheme and BEA (MPF) Industry Scheme 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 money market investments, each with different risk profile.
  2. BEA (MPF) Value Scheme offers different constituent funds (i) investing in one or more approved pooled investment funds or approved index-tracking funds which invest in equities or bonds; or (ii) making direct investments, each with different risk profile.
  3. BEA (MPF) Long Term Guaranteed Fund under BEA (MPF) Master Trust Scheme invests solely in an approved pooled investment fund in a form of insurance policy provided by Principal Insurance Company (Hong Kong) Limited. A guarantee is also given by Principal Insurance Company (Hong Kong) Limited. Your investment in this constituent fund, if any, is therefore subject to the credit risk of Principal Insurance Company (Hong Kong) Limited. Please refer to "Note 5" of the web page "Investment Choices" under "BEA (MPF) Master Trust Scheme" and the Appendix 1 of the Explanatory Memorandum of the BEA (MPF) Master Trust Scheme for details of the credit risk, guarantee features and guarantee conditions of this constituent fund.
  4. If you are currently investing in BEA (MPF) Long Term Guaranteed Fund under BEA (MPF) Master Trust Scheme, a withdrawal of the accrued benefits on ground of terminal illness may affect your entitlement to the guarantee and you may lose your guarantee. For details, please check the scheme offering document or consult your trustee before making any such withdrawal.
  5. 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.
  6. 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.
  7. You should note that the implementation of the DIS may have an impact on your MPF investments and benefits. You should consult with your trustee if you have doubts on how you are being affected.
  8. You should consider your own risk tolerance level and financial circumstances before making investment choices. When, in your selection of constituent funds, 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.
  9. 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 Explanatory Memorandum of the relevant scheme.
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BEA MPF Asset Consolidation Bonus

 

The BEA (MPF) Master Trust Scheme, BEA (MPF) Value Scheme and BEA (MPF) Industry Scheme (collectively “BEA MPF”) are provident fund schemes launched by The Bank of East Asia, Limited ("BEA") in order to manage contributions made to provide retirement benefits to the Hong Kong workforce.

Transfer your MPF assets to Bank of East Asia (Trustees) Limited (“BEA Trustees”) and get the chance to earn a constituent fund unit bonus (“Unit Bonus”) of up to 1% of your total transfer-in assets!

Simply register on or before 31st December, 2019, and successfully transfer your MPF assets of HK$30,000 or above from another MPF service provider to BEA MPF by 29th February, 2020, to receive a one-off Unit Bonus ranging from HK$180 to 1% of the total transfer-in assets.

Terms and conditions apply, please press the “Terms & Conditions” button for details. The Unit Bonus forms part of the account value and is subject to the relevant fees and charges under BEA MPF. 

Total Transfer-in Assets per BEA MPF Account (HK$) Unit Bonus (HK$)
30,000 to < 50,000 180
50,000 to < 100,000 350
100,000 to < 250,000 0.4% of Total Transfer-in Asset Amount
250,000 to < 500,000 0.6% of Total Transfer-in Asset Amount
500,000 to < 1,000,000 0.8% of Total Transfer-in Asset Amount
≥1,000,000 1% of Total Transfer-in Asset Amount

Terms and Conditions

Download the leaflet for more details:

BEA (MPF) Hotline: 2211 1777

(Operated by Bank of East Asia (Trustees) Limited)

 

Sponsor: The Bank of East Asia, Limited

Issuer: Bank of East Asia (Trustees) Limited