強積金中介人操守及強積金制度發展（2026）

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:

Part 1: Development of the MPF System

  1. MPF Statistics Update
  2. Development and reform of the MPF System
    • MPF fund investment
    • Adequacy of retirement savings
    • Regulation and supervision of the MPF industry

Part 2: Conduct Issues of MPF Intermediaries (MPFs)

  1. Use of social media platforms or roadshow marketing activities to promote MPF products and services
    • Guard against MPF fraudulent activities
    • Use of advertising and marketing material
    • Offering rebates, gifts and incentives to clients
  1. Disciplinary sanctions against MPFIs
    • Handling complaints against MPFIs
    • Types of disciplinary orders
  1. Heavy disciplinary sanctions to deter dishonest and fraudulent acts of MPFIs
    • Types of serious misconducts
    • MPFA’s stepping-up of enforcement action
  1. Conduct Requirements of MPFIs
    • Principal Intermediary controls and procedures
    • Role and specified responsibilities of responsible officer
  2. Sharing enforcement cases of MPFIs

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