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MPH Participating Financial Institution MPH Government MB STM AGREEMENT FOR SERVICES PCI P & I CUSTODIAL ACCOUNT SCHEDULED/SCHEDULED Name of PCI (Service) Date Branch Name (if applicable) Street Address
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How to Fill Out MPF Participating Financial Institution:

01
Research and Select an MPF Participating Financial Institution: Start by researching the various MPF participating financial institutions available in your area. Look at factors such as reputation, fees, investment options, and customer service. Once you have selected an institution, gather all the necessary information about their application process.
02
Complete Application Form: Obtain the application form from the MPF participating financial institution. Carefully read and fill out all the required sections of the form. Provide accurate personal and employment information, including your full name, contact details, and employment details. Follow any instructions provided by the institution to ensure a complete and error-free application.
03
Choose Investment Options: Within the application form, there will be a section where you can select your investment options. Evaluate the available investment funds and determine which ones align with your financial goals and risk tolerance. Consider seeking professional advice if you are unsure about which funds to choose.
04
Provide Supporting Documents: Prepare the necessary supporting documents as outlined by the MPF participating financial institution. Typically, this may include copies of your identification documents, proof of address, and proof of employment. Ensure that all copies are clear and legible, and do not submit any original documents.
05
Submit the Application: Once you have completed the application form and gathered all the required documents, submit them to the MPF participating financial institution according to their specified submission methods. This may involve mailing the documents, visiting a branch office, or submitting online through their website. Double-check that you have included everything necessary to avoid any delays in processing.

Who Needs MPF Participating Financial Institution:

01
Employees in Hong Kong: MPF participating financial institutions are primarily needed by employees in Hong Kong. According to the Mandatory Provident Fund Schemes Authority (MPFA), all employees aged 18 to 65 are required to participate in an MPF scheme if their employment lasts for a continuous period of 60 days or longer, irrespective of their job nature, employment status, or nationality.
02
Employers: Employers in Hong Kong have the responsibility to enroll their eligible employees in an MPF scheme and select a participating financial institution for the scheme. They must contribute to the MPF scheme on behalf of their employees, deducting a specified percentage from their employees' relevant income.
03
Self-Employed Individuals: While MPF participation is primarily tied to employment, self-employed individuals in Hong Kong are also encouraged to enroll in an MPF scheme through a participating financial institution. This allows them to save for their retirement and enjoy potential tax benefits.
Note: It is essential to consult with professionals or the MPFA directly for accurate and up-to-date information regarding MPF participation requirements and the application process for participating financial institutions.
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MPF participating financial institution is a financial institution that is required to participate in the Mandatory Provident Fund scheme in Hong Kong.
Employers in Hong Kong are required to file information about MPF participating financial institutions.
Employers can fill out the information about MPF participating financial institutions online through the MPF system.
The purpose of MPF participating financial institutions is to ensure that employees in Hong Kong receive retirement benefits.
Employers must report information such as the name, address, and contact details of the MPF participating financial institutions.
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