強積金投資及強積金制度發展 （廣東話）

課程資料只提供英文版本。

此課程只限聯會會員參加, 並以廣東話授課。

2 IA CPD 時數 
2 MPF 核心CPD 時數

 

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

 

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。

 

講者 Annie Leung 地點 Zoom 閱讀更多