MPF Investment and the Development of the MPF System (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:

Part 1: MPF Investment

  1. Environmental, Social and Governance (ESG) and Sustainable Investing
    • Overview of Sustainable Investing
    • Relevance of ESG factors in MPF investing
    • ESG Integration for MPF Funds
  1. Default Investment Strategy (DIS)
    • Design of the DIS
    • Risks and returns of the DIS
    • Relevant conduct requirements for MPF Intermediaries (MPFIs) when dealing with clients on the DIS

Part 2: Other Conduct Issues of MPFIs

  1. Regulation on Offering of Rebates, Gifts and Incentives
    • Regulatory requirements regarding offering rebates, gifts and incentives
    • Guidance to MPFIs for avoiding contravention of the relevant regulatory requirements
    • Enforcement cases sharing

Part 3: Updates on the Development MPF System

  1. Updates on MPF full portability

Q&A Session

 

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. 

Speaker Annie Leung Venue Zoom Read More