Transcription of Tips on the Change of MPF Investment Allocation …
1 Tips on the Change of MPF Investment Allocation under MPF services via Hang Seng Personal e-Banking 1. If you would like to submit the instructions for Portfolio Rebalancing / asset Switch / Contribution Redirection to Change your Investment Allocation and switch into the constituent fund(s) of your own choice via Hang Seng Personal e-Banking, please note that there is a status bar of the webpage of Change of Investment Allocation under MPF services as follows: You must go through all the required steps in the above status bar under each instruction to complete the submission of the relevant instruction. If you would like to submit the instruction for Portfolio Rebalancing to Change your Investment Allocation and switch into MPF Default Investment Strategy (DIS), step 2 ( Change Investment Plan) in the above status bar will be omitted.
2 Please follow steps 1, 3 and 4 in the above status bar to complete the submission of relevant instruction. 2. When the Confirmation page is displayed, please check the details carefully. If you would like to process the instruction, please read the disclaimer. If you accept the disclaimer, please tick the box with the statement I have read and hereby accept the above disclaimer , and click Confirm . Besides, you can click Amend or Cancel to Change or cancel the instruction. An acknowledgement with a reference number will be provided on the Acknowledgement page if the instruction has been received. 3. Successfully submitted instructions for changing of Investment Allocation cannot be cancelled.
3 4. A confirmation notice will be sent to your Inbox Message in Hang Seng Personal e-Banking if the instruction has been successfully processed and no written confirmation notice will be sent to you by mail. 5. The operation for MPF constituent funds is different from that of securities trading. To make it simple, for the instructions given by you via Hang Seng Personal e-banking for Portfolio Rebalancing / asset Switch and received by Hang Seng MPF at or before the cut-off time ( ) on each business day, Hang Seng MPF will normally process the fund trading with the fund price of that business day*, and that fund price will normally be announced on the following business day. The price of MPF funds shown on website and other channels posted by Hang Seng MPF are historical fund price and for reference only.
4 * For detailed processing arrangement for Change Investment instructions, please refer to the disclaimer in the Confirmation page of Change of Investment Allocation under MPF services in Hang Seng Personal e-Banking or the Change of Investment Allocation section under Employees Frequently Asked Questions or Self-employed Person Frequently Asked Questions on Hang Seng MPF website. For any enquiries, please call our Hang Seng MPF Service Hotline 2213 2213.
