MPF

A comprehensive MPF solution to meet your retirement needs

Introduction of MPF

The Mandatory Provident Fund forms an essential part of your retirement planning. To ensure your MPF benefits are looked after well, you need an MPF scheme provider with a proven investment management track record and extensive global investment experience.

At Fidelity, you enjoy a wide range of benefits, including:

  • Over 40 years global investment management experience, with a commitment to help our clients achieve consistent long term investment returns through a rigorous process of investment research and monitoring.
  • A wide selection of constituent funds to match your investment objectives as they change at every stage of your life.
  • Our innovative Fidelity SaveEasy Funds*, which automatically adjust asset allocation to an appropriate risk level as you get nearer to retirement. For further details, please refer to Principal Brochure of Fidelity Retirement Master Trust.
  • Convenient 24-hour secure access to your MPF account through Fidelity's retirement services website and telephone hotline.
  • Dedicated investment specialists, targeted education materials and online planning tools offer to help you define, evaluate and reach your retirement goals.

 

Who operates the Fidelity Retirement Master Trust?

The Investment Manager
The Investment Manager is FIL Investment Management (Hong Kong) Limited, a subsidiary of Fidelity Worldwide Investment. As the Investment Manager, FIL Investment Management (Hong Kong) Limited is responsible for managing the assets of the Fidelity Retirement Master Trust, drawing on its extensive global experience as an investment manager.  

The Trustee and Custodian
The Trustee and Custodian is HSBC Institutional Trust Services (Asia) Limited, a wholly-owned subsidiary of HSBC Holdings plc and leading provider of administration, custodian and trustee services. As the Trustee, HSBC Institutional Trust Services (Asia) is responsible for the safekeeping of the assets of the Fidelity Retirement Master Trust and has been approved by the MPF Authority to serve this role.

The Administrator
The Administrator is also HSBC Institutional Trust Services (Asia) Limited, which has devoted substantial resources to developing services for retirement schemes in Hong Kong. As the Administrator of the Fidelity Retirement Master Trust, HSBC Institutional Trust Services (Asia) Limited has various duties, including maintenance of accounting records, calculation and payment of benefits to members and valuation of constituent funds.

* Fidelity SaveEasy Funds are not savings deposits and involve investment risks. This product may not be suitable for everyone. Investors should also consider factors other than age and review their own investment objectives.

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