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Important Note:
Following the strategic partnership announcement between Schroder Investment Management (Hong Kong) Limited (“Schroders”) and Sun Life Hong Kong Limited (“Sun Life”) made in May 2016, with effect from 1 December 2016, Schroders will cease to be the sponsor of Schroder MPF Master Trust (the “Scheme”) while Sun Life will act as the new sponsor of the Scheme. Apart from the change of sponsor, the name of the Scheme will be changed. A notice with detailed changes has been issued to all participating employers and members of the Scheme. For any queries, please contact our MPF hotline at 2971 0200.

The following literature and forms are applicable to Schroder Provident Plan members only, other ORSO scheme members please contact your human resources or pension scheme administrator.

Members are kindly reminded to read and understand the offering documents before subscribing to any Schroder Provident Plan portfolio.

The literature and forms below are available for download:

For Employee
Action Forms Download 
To change investment choice of future contribution/accumulated asset Change in Asset Allocation/Asset Switching (Quarterly)Change in Asset Allocation/Asset Switching (Quarterly)
To change investment choice of future contribution/accumulated asset (Monthly) Change in Asset Allocation/Asset Switching Form (Monthly)Change in Asset Allocation/Asset Switching Form (Monthly)
Transfering MPF Benefits Minimum MPF Benefits Transfer FormMinimum MPF Benefits Transfer Form
For Employers
Action Forms Download 
Enrol in Schroder Provident Plan Application Form (For Employers)Application Form (For Employers)
Enrol in Schroder Provident Plan Membership Enrolment Form (For Employees)Membership Enrolment Form (For Employees)
Amendments to employees details Notice of Admendments to Employee's Registration DetailsNotice of Admendments to Employee's Registration Details
Stop in contribution Notice of Stop ContributionNotice of Stop Contribution
Notice of Employee Termination by Employer Notice of TerminationNotice of Termination
Transfer of Employee Notice of TransferNotice of Transfer
Amendment in Salary/ Contribution Notice to Salary/ Contribution AmendmentNotice to Salary/ Contribution Amendment
* This is for self-employed person, personal account holder or employee ceasing employment.

The investments mentioned in this website may not be suitable to all investors. The information contained in this website is provided for reference only and does not constitute any investment advice. Investors are advised to seek independent advice before making any investment decision.

Investment involves risk and investors may not get back the amount originally invested. Past performance is not indicative of future performance. Please read the relevant offering document carefully, in particular fund features and risks factors.

Schroder Investment Management (Hong Kong) Limited is regulated by the SFC. Non-Hong Kong residents are responsible for observing all applicable laws and regulations of their relevant jurisdictions before proceeding to access the information contained herein.

The website is issued by Schroder Investment Management (Hong Kong) Limited.

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