Common Offences and Misconduct of MPF Intermediaries (Cantonese)

This webinar is open to HKCIB Members only and will be conducted in Cantonese.

2 IA CPD Hours 
2 MPF Core CPD Hours

Course Outline:

  • Common Offences and Misconduct of MPF Intermediaries (MPFIs)
    • Forging clients’ signatures and making unauthorized transfer of clients’ MPF
    • Impersonating scheme members to obtain their information from MPF trustees
    • Asking clients to sign on incomplete forms and failing to keep a record of clients’ instructions
    • Providing inaccurate information to clients and using marketing materials which have not been approved by their principal intermediaries
  • Enforcement Cases against MPFIs and Other Conduct Issues
    • Stepping up of disciplinary actions on serious misconduct of MPFIs
    • Highlight on relevant enforcement cases against MPFIs
    • False examination records
  • Q&A

 

Speaker

Annie Leung
Assistant Manager, Supervision Division
Mandatory Provident Fund Schemes Authority

 

Important Note: This webinar will be delivered via Zoom Cloud Meeting and you will require to have a computer either desktop or laptop, Windows/Mac, or a tablet with camera, microphone and speaker for joining the session and a stable internet connection.