PAg09 MPF Documentation 2656

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FORM MPF(S)-P(M) 表格 FIDELITY RETIREMENT MASTER TRUST 富達退休集成信託 SCHEME MEMBER’S REQUEST FOR FUND TRANSFER FORM Note 1 計劃成員資金轉移申請表 註1 Notes: n Please read the Explanatory Notes carefully before completing this form. n Definition of terms is provided at Explanatory Note 2. n Please complete this form in block letters. Please do not use correction fluid and all amendments should be signed. n If you would like to update your personal data to the Trustee, you may complete the Change of Particulars for Members Form which can be downloaded at Fidelity’s website www.fidelity.com.hk. n The information and data provided in this form can be used by the approved trustees concerned and the Mandatory Provident Fund Schemes Authority in activities relating to the processing of the transfer and may be disclosed to other parties for such purposes. n All compulsory fields are marked ( ). The processing of instructions may be delayed if compulsory fields are incomplete or incorrect. n Please send the completed form together with a photocopy of your HKID card or Passport to Member Services, Fund Services Hong Kong, HSBC Institutional Trust Services (Asia) Limited, P.O. Box 60499, Tsat Tsz Mui Post Office, Hong Kong. n Should you have any questions when completing this form, please feel free to contact the Fidelity Retirement Hotline at 2500-1666. 注意: n 填報本申請表前,請先細讀填報須知。 n 用詞定義載於填報須知註2n 請以正楷填寫此表格。請避免使用塗改液,任何刪改必須加簽。 n 如希望更新您的個人資料予受託人,可透過富達網頁www.fidelity.com.hk 下載及填寫成員更改個人資料表格。 n 本申請表所載資料及數據可供有關的核准受託人及強制性公積金計劃管理局作處理轉移的用途,並可為此用途向其他人士披露。 n 所有以 ( ) 標記為必須填寫項目。如必須填寫項目為不完整或不正確,此指示將可能延誤處理。 n 請將填妥之表格連同香港身份證或護照的副本寄往香港七姊妹郵政局郵政信箱60499號,滙豐機構信託服務 (亞洲) 有限公司,退休金行政部收。 n 如您於填表時有任何疑問,請致電富達退休投資熱線2500-1666Name of Scheme Member 計劃成員姓名 (Must be identical to the name printed on your HKID Card / Passport 成員姓名須與香港身份證/ 護照相同) Surname Given Names Hong Kong ID Card / Passport No. 香港身份證 / 護照號碼 * Note 3 (Must be identical to the one on the Membership Enrolment Form 須與計劃成員登記表格的身份證/ 護照號碼相同) Contact Tel. No. 聯絡電話號碼 Mobile / Pager No. 手提電話 / 傳呼號碼 * Fax No. 傳真號碼 Personal Email Address 個人電郵地址 + SECTION A - DETAILS OF THE SCHEME MEMBER 甲部 計劃成員資料 Details of the account from which accrued benefits derived from mandatory contributions are to be transferred 就要求轉移由強制性供款衍生的累算權益所屬的帳戶資料: Name of the Trustee 受託人名稱: Name of the Scheme 計劃名稱: Scheme member’s account number 計劃成員帳戶號碼: (This field must be completed for us to process your transfer. Please refer to your Member Benefit Statement or Membership Certificate for the scheme member's account number. If you have multiple accounts with Fidelity Retirement Master Trust, please fill in a separate form for each account. 此欄必須填上,以處理您的轉移申請。您可於成員權益報表或成員證明書中得悉您的計劃成員帳戶 號碼。如您於富達退休集成信託中擁有多個帳戶,請就每個帳戶填寫一份轉移表格。) SECTION B - FUND TRANSFER INFORMATION 乙部 資金轉移資料 * Please circle as appropriate. 請將適用者圈出 + Please provide one email address only. 請只填寫一個電郵地址 (for transfer-in only 轉入資金適用) HTHK/FORM/MPF/FIL/Form MPF(S)-P(M)_IN (201205) HSBC Institutional Trust Services (Asia) Limited 滙豐機構信託服務 (亞洲) 有限公司 Visit our Fidelity Retirement Services Website 歡迎瀏覽富達退休投資服務網頁 www.fidelity.com.hk For Internal Use Only 僅供內部使用 Sales Code : 1

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MPF

Transcript of PAg09 MPF Documentation 2656

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    FIDELITY RETIREMENT MASTER TRUST

    SCHEME MEMBERS REQUEST FOR FUND TRANSFER FORM Note 1 1

    Notes: n PleasereadtheExplanatoryNotescarefullybeforecompletingthisform.n DefinitionoftermsisprovidedatExplanatoryNote2.n Pleasecompletethisforminblockletters.Pleasedonotusecorrectionfluidandallamendmentsshouldbesigned.n IfyouwouldliketoupdateyourpersonaldatatotheTrustee,youmaycompletetheChangeofParticularsforMembersFormwhichcanbedownloadedatFidelitys

    websitewww.fidelity.com.hk.n TheinformationanddataprovidedinthisformcanbeusedbytheapprovedtrusteesconcernedandtheMandatoryProvidentFundSchemesAuthorityinactivities

    relating to the processing of the transfer and may be disclosed to other parties for such purposes. n All compulsory fields are marked ( ).Theprocessingofinstructionsmaybedelayedifcompulsoryfieldsareincompleteorincorrect.n PleasesendthecompletedformtogetherwithaphotocopyofyourHKIDcardorPassporttoMember Services, Fund Services Hong Kong, HSBC Institutional

    Trust Services (Asia) Limited, P.O. Box 60499, Tsat Tsz Mui Post Office, Hong Kong.n Shouldyouhaveanyquestionswhencompletingthisform,pleasefeelfreetocontacttheFidelityRetirementHotlineat2500-1666.

    n n 2n n www.fidelity.com.hk n n ( ) n 60499 () n 2500-1666

    Name of Scheme Member (Must be identical to the name printed on your HKID Card / Passport / )

    Surname

    Given Names

    Hong Kong ID Card / Passport No. / * Note 3(Must be identical to the one on the Membership Enrolment Form / )

    Contact Tel. No. Mobile/PagerNo. / *

    Fax No. PersonalEmailAddress+

    SECTION A - DETAILS OF THE SCHEME MEMBER

    Detailsoftheaccountfromwhichaccruedbenefitsderivedfrommandatorycontributionsaretobetransferred

    Name of the Trustee

    NameoftheScheme

    Schememembersaccountnumber

    (Thisfieldmustbecompletedforustoprocessyourtransfer.PleaserefertoyourMemberBenefitStatementorMembershipCertificatefortheschememember'saccountnumber.IfyouhavemultipleaccountswithFidelityRetirementMasterTrust,pleasefillinaseparateformforeachaccount.)

    SECTION B - FUND TRANSFER INFORMATION

    * Please circle as appropriate. + Pleaseprovideoneemailaddressonly.

    (for transfer-in only )

    HTHK/FORM/M

    PF/FIL/FormM

    PF(S)-P(M

    )_IN

    (201205)

    HSBCInstitutionalTrustServices(Asia)Limited()

    VisitourFidelityRetirementServicesWebsite www.fidelity.com.hk

    For Internal Use Only

    Sales Code :

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  • SECTION C - FUND TRANSFER OPTIONS

    HSBCInstitutionalTrustServices(Asia)Limited

    Fidelity Retirement Master Trust

    HSBCInstitutionalTrustServices(Asia)Limited

    Fidelity Retirement Master Trust

    Please 3 the appropriate box 3 * Please circle as appropriate.

    (1) Fund transfer options for Mandatory Contributions Note 4 4

    IelecttohavetheaccruedbenefitsderivedfrommandatorycontributionsinmyaccountstatedinSectionBabovetransferredasfollows:

    o (a) Retained in the current scheme as a preserved account

    OR

    o (b) To my account with my new employer

    Name of new employer

    New employers participation number Note 5 5

    Name of the trustee

    Name of the scheme

    SchememembersaccountnumberNote 6 6

    OR

    o (c) To my existing / a new* account in a master trust scheme / industry scheme* /* /*

    Name of the trustee

    Name of the scheme

    SchememembersaccountnumberNote 6 6

    (2) Are there any Voluntary Contributions?

    oYes (please complete item (3)) oNo (please skip to item (4)) (3) (4)

    (YoucancheckwhetheryouhavevoluntarycontributionsinyouraccountfromyourMemberBenefitStatement,youremployerortheFidelityRetirementHotlineon25001666. 25001666)

    (3) Fund Transfer Options for Voluntary Contributions

    Ielecttohavetheaccruedbenefitsderivedfromvoluntarycontributions:

    Note: If no instruction is received for Voluntary Contributions, the Trustee will retain your accrued benefit derived from Voluntary Contribution in Fidelity Retirement Master Trust as preserved account after 3 months of termination of employment.

    o (a) Handledinthesamewayasthosederivedfrommandatorycontributions

    OR

    o (b) Withdrawninaccordancewiththegoverningrulesofthescheme: o (i) Bytransferring ALLofmyaccruedbenefitsderivedfromvoluntarycontributionsinunitstoaSpecialVoluntaryContribution

    Account(SVC)inFidelity.(TosetupaSVCaccount,pleasecontacttheFidelityRetirementHotlineon25001666toobtaintheSpecialVoluntaryContributionAccountMembershipApplicationForm,andsendittogetherwiththisform.)

    25001666

    OR

    o (ii) BypayingmeALLofmyaccruedbenefitsderivedfromvoluntarycontributions:

    obycheque (bankchargesmaybeincurredforforeigncurrencycheque)

    oPleasemailtotheaddressbelow

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  • o I authorize theTransfereeTrusteeand theTransferorTrustee toobtain, releaseand/orexchange thenecessary information in respectofmyMPFaccount(s),tomakeanynecessaryamendment(s)totheSchemeMembersRequestforFundTransferFormsubmittedforfundtransfertoFidelity

    RetirementMasterTrustandtopassthecopyofmyidentificationdocumenttothetransferor/transfereetrusteeif,inthesolediscretionoftherelevant

    trusteethatitissorequiredforidentificationpurposes,solelyforthepurposeofprocessingthetransfer.Iunderstandthatifanyamendmentsmade

    pursuant to this authorization by the relevant trustee are not accepted by the other trustee, it may be necessary for me to effect such amendments myself

    beforethetransferrequestcanbeprocessed.

    /

    /

    SECTION D - AUTHORIZATION (Only applicable to fund transfer to Fidelity Retirement Master Trust)

    I declare that to the best of my knowledge and belief, the information given in this Form / and its attachment* is correct and complete.

    /*

    SECTION E - DECLARATION

    Signatureoftheschememember (Must be identical to the Trustees record )

    Date

    * Pleasecircleasappropriate.

    Warning:Section43EoftheOrdinancemakesitanoffensepunishablewithamaximumof1yearsimprisonmentforthefirstoccasionand2yearsimprisonmentoneachsubsequentoccasionforaperson who makes a false or misleading statement in a material respect.

    43E

    OR

    o(iii)Bydepositingdirectlyinthebank account under my name (this may be subject to bank charges due to money transfer)

    NameofBank

    Account Number

    If the bank indicated is an overseas bank, please provide the country (detailed address) of your overseas bank and the

    nameofthecorrespondentbankinHongKong:

    () (Please complete this part in English )

    OverseasBankDetailAddress

    NameofCorrespondentBankinHongKong

    SWIFTCode/ABANo.(ifapplicable)/

    (4) o I hereby attach a photocopy of my HKID card for verification of the identity card number so that I do not need to present my HKID card in person for verification.

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  • Explanatory Notes on Scheme Members Request For Fund Transfer Form (Form MPF(S) - P(M))

    MPF(S) - P(M)

    (1) Thisformshouldbeusedwhenaschemememberwishestotransferhis/heraccruedbenefits: (a) fromanMPFregisteredschemetoanotherMPFregisteredscheme;or (b) fromanaccountinanMPFregisteredschemetoanotheraccountinthesamescheme.

    Foreaseofprocessing,aschemememberisrequiredtofillinaseparateformMPF(S)-P(M)foreachaccountfromwhichfundsaretobetransferred. MPF(S)-P(M) Foreachaccount,aschememembershouldtransfertheentiretyofhis/heraccruedbenefitsthereininalumpsum.

    (2) Definitionofterms Contribution account - an account into which mandatory contributions and/or voluntary contributions are paid in respect of a current employment or

    current self-employment. -/ Preservedaccount-anaccountinwhichaccruedbenefitsinrespectofanyformeremploymentorformerself-employmentofaschemememberare

    held. - Former employee - an employee who has just ceased his/her employment. - Former self-employed person - a person who has just ceased self-employment. - Atransferortrustee- thetrusteeofaschemefromwhichtheaccruedbenefitsofamemberaretobetransferredinaccordancewiththemembers

    election, whether to another registered scheme or to another account within the same scheme. - Atransfereetrustee-thetrusteeofaschemetowhichtheaccruedbenefitsofamemberaretobetransferredinaccordancewiththememberselection. -

    (3) SchememembersshouldgivetheirpassportnumbersONLYwhentheydoNOTpossessHKIDcards.

    (4) Different types of account holders have different transfer options. An applicant may check the list below to see the transfer options available to him/her :

    I. CONTRIBUTION ACCOUNTS

    A. Transfer options for a contribution account holder who is a FORMER EMPLOYEE

    (1) For a contribution account in an employer sponsored scheme, the former employee may elect to transfer to: (a) an account in a master trust scheme nominated by himself/herself; or / (b) an existing account of the former employee in an industry scheme; or / (c) (if the former employee is subsequently employed by a new employer,) the contribution account of the scheme in which the

    new employer is participating in relation to him/her. However, once the accrued benefits are transferred into the contribution account, the benefits cannot be transferred again until cessation of employment with the new employer.

    (//

    (2) For a contribution account in a master trust scheme, the former employee may elect to transfer to: (a) another account in the same scheme (i.e. retained in the current scheme); or (b) an account in another master trust scheme nominated by himself/herself; or / (c) an existing account of the former employee in an industry scheme; or / (d) (if the former employee is subsequently employed by a new employer,) the contribution account of the scheme in which the

    new employer is participating in relation to him/her. However, once the accrued benefits are transferred into the contribution account, the benefits cannot be transferred again until cessation of employment with the new employer.

    (//

    (3) For a contribution account in an industry scheme, the former employee may elect to transfer to: (a) an account in a master trust scheme nominated by himself/herself; or / (b) an existing account of the former employee in an industry scheme; or / (c) (if the former employee is subsequently employed by a new employer,) the contribution account of the scheme in which the

    new employer is participating in relation to him/her. However, once the accrued benefits are transferred into the contribution account, the benefits cannot be transferred again until cessation of employment with the new employer.

    (//

    Iftheformeremployeewishestoretainhis/heraccruedbenefitsintheindustryscheme,he/shedoesnotneedtofillinthisformfortransfer.

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  • B. Transfer options for a contribution account holder who is a SELF-EMPLOYED PERSON OR FORMER SELF-EMPLOYED PERSON

    (1) For a contribution account in a master trust scheme, the self-employed person or former self-employed person may elect to transfer to: (a) an account in another master trust scheme nominated by himself/herself; or / (b) an existing account of the person in an industry scheme; or / (c) an account in an industry scheme to which the person is eligible to belong; or / (d) (if the person is a former self-employed person and is subsequently employed by a new employer,) the contribution account

    of the scheme in which the new employer is participating in relation to the person. However, once the accrued benefits are transferred into the contribution account, the benefits cannot be transferred again until cessation of employment with the new employer.

    (//

    (2) For a contribution account in an industry scheme, the self-employed person or former self-employed person may elect to transfer to: (a) an account in a master trust scheme nominated by himself/herself; or / (b) an existing account of the person in another industry scheme; or / (c) an account in another industry scheme to which the person is eligible to belong; or / (d) (if the person is a former self-employed person and is subsequently employed by a new employer,) the contribution account

    of the scheme in which the new employer is participating in relation to the person. However, once the accrued benefits are transferred into the contribution account, the benefits cannot be transferred again until cessation of employment with the new employer.

    (//

    II. PRESERVED ACCOUNTS

    AnymemberoftheFidelityRetirementMasterTrustmayelecttohavetheaccruedbenefitsheldinapreservedaccountofthememberintheschemetransferred to another scheme to which the member is eligible to belong by giving this form to the transferee trustee concerned.

    /

    (5) TheparticipationnumberisthenumberprintedontheparticipationcertificateissuedbytheMPFAtotheparticipatingemployer.

    (6) Leave it blank if a member has newly joined the scheme and is not aware of the account number for his/her new account.

    (7) Upon completion of this form, a scheme member may give this form to

    (a) Transferor trustee (i.e. trustee of your old scheme) :Forelectiontohavethebenefitsretainedinthecurrentmastertrustschemeortransferredtoanother account within the current master trust scheme.

    (b) New employer :Forelectiontohavethebenefitstransferredtothecontributionaccountinwhichthenewemployerisparticipating.Thenewemployer

    should then give written notice of the election to the transferee trustee concerned. (c) Transferee trustee (i.e. trustee of your new scheme) :Forelectiontohavethebenefitstransferredtoanothermastertrustschemeorindustryscheme

    elected by the scheme member.

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    PERSONAL DATA (PRIVACY) ORDINANCE NOTICE

    Pursuant to the Personal Data (Privacy) Ordinance, the following information is provided to you in connection with your dealings with and provision of data or information to FIL Investment Management (Hong Kong) Limited (the Manager) and HSBC Institutional Trust Services (Asia) Limited (the Trustee) relating to retirement products, including but not limited to mandatory provident fund schemes or occupational retirement schemes (Retirement Products) offered by the Manager and/or of which the Trustee or its afliates acts as trustee or administrator from time to time. Please be aware that this notice replaces any notice or statement of similar nature in respect of the Retirement Products that may have been provided to you previously. (a) From time to time, it is necessary for clients and various other individuals (data subjects) to supply the Manager and/or the Trustee with data in connection with various matters such as account

    opening or continuations, or provision of services to clients and other individuals. (b) Although it is not generally obligatory for a data subject to provide personal data, failure to supply such data may result in the Manager and/or Trustee being unable to open an account or

    continue services to clients. (c) It is also the case that data are collected from data subjects in the ordinary course of the continuation of the Manager and/or the Trustees relationship with them. (d) The purpose for which data relating to a data subject may be used will vary depending on the nature of the data subjects relationship with the Manager and/or the Trustee. These purposes may

    comprise any or all of the following: (i) the processing of an application for an account; (ii) the daily operation of the services provided to clients; (iii) with respect to MPF data, researching, designing, launching, promoting and marketing MPF-related products and services to mandatory provident fund scheme members ; (iv) with respect to non-MPF data, researching, designing, launching, promoting and marketing nancial, investment and insurance services or related products to non- mandatory provident

    fund scheme members; (v) providing newsletter with contents relevant to MPF including market information and investment education materials; (vi) conducting surveys for MPF-related purposes; (vii) for the purposes of any party (or a party related to such party) having at any time obligations under the relevant Retirement Product in relation to a member participating in such Retirement

    Product (e.g. calculating an employers long service or severance payment accrued liability); (viii) meeting disclosure requirements under any laws or regulatory requirements applicable to the Manager and/or the Trustee or any of their afliates in Hong Kong or elsewhere; (ix) any purpose related to the administration of the relevant Retirement Products or the data subjects participation therein; and (x) any other purpose directly related to the above. (e) Data collected may be maintained for such period as may be required by law or as otherwise prudent in relation to administration of the relevant Retirement Products and may be retained after

    the data subject ceases to be a client or have a benecial interest in the relevant Retirement Products. (f) Data held by the Manager and/or the Trustee relating to a data subject will be kept condential but the Manager and/or the Trustee may provide such information to the following parties whether

    inside or outside Hong Kong for the purposes set out in paragraph (d): (d) (i) the ultimate holding company of the Manager and/or the Trustee and/or their subsidiaries and/or afliates; (ii) the service providers of the Manager and/or the Trustee, including the administrator, the custodian, the registrar and the auditor of each relevant Retirement Product; (iii) persons appointed to design, research, launch or promote MPF-related products or services of the Manager and/or the Trustee for data relating to mandatory provident fund scheme

    members; (iv) persons appointed to design, research, launch or promote the products or services of the Manager and/or the Trustee for data relating to non-mandatory provident fund scheme members; (v) the employees, ofcers, directors and agents of the Manager, the Trustee or any of the parties in (i) to (iii) above; (i)(iii) (vi) the employer (or former employer) of any member participating in a relevant Retirement Product where permitted or required by law; (vii) any third party employed to provide administrative, computer, printing, letter-shopping or other services or facilities to any person to whom data is provided or may be transferred as

    aforesaid; and (viii) any party (including, but not limited to, any regulatory authority) entitled thereto by law or regulation (whether statutory or not). (g) Under the Personal Data (Privacy) Ordinance, any individual has the right: (i) to check whether the Manager and/or the Trustee holds data about him/her and of access to such data; (ii) to require the Manager and/or the Trustee to correct any data relating to him/her which are inaccurate; (iii) to ascertain the Manager and/or the Trustees policies and practices in relation to data and to be informed of the kind of personal data held by the Manager or the Trustee; (iv) to object to the use of his/her personal data for marketing purposes; and neither the Manager nor the Trustee will use his/her personal data for these purposes if he/she communicates his/

    her objection to the Manager or the Trustee (as the case may be). (h) In accordance with the terms of the Personal Data (Privacy) Ordinance, the Manager and/or the Trustee has the right to charge a reasonable fee for the processing of any data access request. (i) You should [indicate in the appropriate form or] write to the following person(s) if you wish to object to use of your personal data for marketing purposes or if you would like to make a request

    for access to data or correction of data or for information regarding policies and practices and kinds of data held are to be addressed as follows:

    The Manager OR The Trustee The Data Protection Ofcer The Data Protection Ofcer FIL Investment Management (Hong Kong) Limited HSBC Institutional Trust Services (Asia) Limited Level 21 Two Pacic Place P.O. Box 60499 88 Queensway Tsat Tsz Mui Post Ofce Admiralty, Hong Kong Hong Kong 88 21 60499(j) Nothing in this Notice shall limit the rights of data subjects under the Personal Data (Privacy) Ordinance.

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