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
 

Promotion Offer for Tax Deductible Voluntary Contribution Account

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.

Tax Deductible Voluntary Contribution (“TVC”) is a type of contribution which can only be paid into a TVC account of an MPF scheme. TVC is eligible for tax concessions starting from the year of assessment 2019/2020. The maximum tax deductible amount is HK$60,000 per year – this is an aggregate limit for both TVC and other qualifying annuity premiums.

Make a contribution to a BEA MPF TVC account with Bank of East Asia (Trustees) Limited (“BEA Trustees”) and get a chance to earn a constituent fund unit bonus (“Unit Bonus”) of up to HK$550!

From 1st October, 2024 to 31st March, 2025, a Unit Bonus ranging from HK$150 up to a maximum of HK$550 may be granted to eligible MPF customers whose TVC contributions fall into the specified ranges, subject to the terms and conditions below.

For more information, please call the BEA (MPF) Hotline (Operated by Bank of East Asia (Trustees) Limited) on +852 2211 1777.

Terms and conditions apply – see below for details. The Unit Bonus forms part of the account value and is subject to the relevant fees and charges under BEA MPF.

Unit Bonus Details
Total amount of TVC made in the promotional period
(including monthly contributions and lump-sum
contributions) (HK$)

  Unit Bonus (HK$)

10,000 to < 20,000 150
20,000 to < 30,000 250
30,000 to < 45,000 350
45,000 to < 60,000 450
≥ 60,000 550
Application Deadline: 31st March, 2025

Terms and Conditions

Apply online for a Tax Deductible Voluntary Contribution Account:

As mentioned in point 2 of above terms and conditions, all customers are required to register this promotion through the BEA (MPF) Hotline (Operated by BEA Trustees) or a representative of BEA MPF Department / BEA Trustees within the Promotional Period in order to receive the Unit Bonus.

 

Download the leaflet for more details:

For more detailed information on TVC, please visit our dedicated webpage for TVC account and download relevant offering documents of BEA MPF schemes.

 

BEA (MPF) Hotline: +852 2211 1777

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

 

Sponsor: The Bank of East Asia, Limited

Issuer: Bank of East Asia (Trustees) Limited