強積金中介人操守及強積金制度發展 (2025)

課程資料只提供英文版本。

此課程只限聯會會員參加。

2 IA CPD 時數 
2 MPF 核心CPD 時數

Course Outline:

  • Conduct issues on MPFIs
    • Cessation of unsolicited calls for marketing MPF-related products or services
      • Background and reasons for the cessation of unsolicited telemarketing activities
      • Continuous obligations of MPF Intermediaries (MPFIs)
    • Prevention of Corruption in MPF Business
      • Probity requirements for MPFIs
      • Anti-corruption publications issued by ICAC
    • Handling of applications for early withdrawal of accrued benefits on grounds of permanent departure from Hong Kong
      • Standards of conduct expected of MPFIs’ handling on permanent departure claims
    • Compliance with CPD requirements and the relevant spot-checking exercise
      • Ongoing continuing training requirements
      • Spot-checking exercise for compliance with CPD requirements
  • Updates on the Development MPF System
    • Public consultation on MPF full portability
    • Information on abolition of MPF offsetting arrangement
  • Q&A

 

Speaker

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

 

請注意: 本課程將透過 Zoom平台以視像課程形式進行,學員需要使用有視像功能的電腦 / 智能電話,並建議於上課期間使用穩定的網絡系統連結。