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Use the Fidelity MPF Readiness Index Quiz to identify aspects of MPF management that you need the most help with.

FIL Limited and its subsidiaries are commonly referred to as Fidelity or Fidelity International. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited. Investment involves risks. This material contains general information only. It is not an invitation to subscribe for shares in a fund nor is it to be construed as an offer to buy or sell any financial instruments. Fidelity only gives information about its products and services. Any person considering an investment should seek independent advice on the suitability or otherwise of the particular investment. The third party mark appearing in this material is the property of the respective owner and not by Fidelity. This message is sent by FIL Investment Management (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission.

© 2017 FIL Investment Management (Hong Kong) Limited. All rights reserved.

FIL Limited and its subsidiaries are commonly referred to as Fidelity or Fidelity International. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited. Investment involves risks. This material contains general information only. It is not an invitation to subscribe for shares in a fund nor is it to be construed as an offer to buy or sell any financial instruments. Fidelity only gives information about its products and services. Any person considering an investment should seek independent advice on the suitability or otherwise of the particular investment. The third party mark appearing in this material is the property of the respective owner and not by Fidelity. This message is sent by FIL Investment Management (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission.

© 2017 FIL Investment Management (Hong Kong) Limited. All rights reserved.

Question 1

How many MPF accounts MPF accounts MPF accounts include Contribution Account (i.e. provided by your existing employer), Personal Account (i.e. MPF benefits accumulated from your former employer) and Special Voluntary Contribution Account (i.e. contributions unrelated to employment) * do you have?

≥1 account(s) I don't know

Question 2

Do you know which fund choice(s) you hold in your MPF accounts MPF accounts MPF accounts include Contribution Account (i.e. provided by your existing employer), Personal Account (i.e. MPF benefits accumulated from your former employer) and Special Voluntary Contribution Account (i.e. contributions unrelated to employment) * ?

I know I don't know

Question 3

According to your 2016 annual benefit statement, what is the average actual investment return of your MPF accounts MPF accounts MPF accounts include Contribution Account (i.e. provided by your existing employer), Personal Account (i.e. MPF benefits accumulated from your former employer) and Special Voluntary Contribution Account (i.e. contributions unrelated to employment) * ?

Gained >5% Gained 3-5% Lost <3% - Gained <3% Lost 3-5% Lost >5% I don't know

Question 4

Which life event(s) is/are suitable to adjust your MPF portfolio to meet your investment needs? (allows multiple selections)

Question 5

What are the benefits of consolidating your MPF Personal Accounts? (allows multiple selections)

Question 6

To what extent do you agree with the following sentence?
"MPF is part of my assets"

Strongly agree Agree Neutral Disagree Strongly disagree

Question 7

How would you rank the importance of your MPF to your retirement life?

Very important Fairly important Neutral Not important Not at all important

Question 8

How frequently do you review your MPF performance?

Question 9

How frequently do you review your MPF investment portfolio?

Question 10

To what extent did you get in touch with your MPF service provider in the past 12 months? (allows multiple selections)


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Terms & Conditions

  • The promotion period of “Fidelity MPF Readiness Index Quiz” Game (“the promotion”) is valid from 16 November 2017 to 6 December 2017 (both days inclusive).
  • Eligible participants must be Hong Kong residents aged 18 or above, holding a valid Hong Kong Identity Card (“the participants”), and must provide the necessary information to qualify for registration and participation in the promotion.
  • FIL Investment Management (Hong Kong) Limited (“FIMHK”) reserves the right to verify the eligibility of any participant and disqualify any who fails to provide the required information.
  • All participants must ensure the accuracy of personal particulars when completing the promotion to avoid any confusion and misunderstanding. No changes can be made after the registration has been submitted. FIMHK will not be responsible for any incomplete or incorrectly completed registration forms received, which may cause a delay in processing or disqualification of entitlement to the offer.
  • The participants who have successfully completed the quiz can register to receive a free 7-ELEVEN coupon worth HKD20 (the Coupon). Each participant is entitled to register for the promotion one time only.
  • FIMHK will post the coupon to the mailing address provided by the participants within 6 to 8 weeks after the end of the promotion period.
  • The Coupon can be used at any 7-Eleven in Hong Kong and Macau. The Coupon cannot be redeemed for cash, and unused value will be forfeited. The participants should use the Coupon on or before the valid day printed on the Coupon. The usage of the Coupon shall be bound by the terms and conditions stipulated by 7-Eleven.
  • FIMHK is not a supplier or service provider of the Coupon and shall not be responsible for any obligations and liabilities in relation to the offer. Any disputes arising from the Coupon should be resolved between the participants and 7-ELEVEN.
  • FIMHK has the right to alter the terms and conditions of the promotion without prior notice. In case of disputes, the decision of FIMHK shall be final and conclusive.
  • In case of discrepancies between the English and Chinese versions of the terms and conditions, the Chinese version shall prevail.

Disclaimer

The Fidelity MPF Readiness Index Quiz has been designed to test your proactivity towards MPF management but is not a substitute for independent professional financial advice. Individual specific needs or special situations cannot be incorporated into this quiz which could have an impact on your individual circumstances. All views expressed cannot be construed as an offer or recommendations by Fidelity. Fidelity shall not be held liable for damages arising out of any person’s reliance upon this information. Any person considering an investment should seek independent advice on the suitability or otherwise of the investment.

A record of the interaction and results are only maintained for this promotion and research purposes.

This quiz uses the results of the online survey conducted by external suppliers in the creation of the simulations, and the accuracy of timeliness of that data cannot be guaranteed. Results may vary with each use and over time.

Fidelity, Fidelity Worldwide Investment, and the Fidelity Worldwide Investment logo and currency symbol are trademarks of FIL Limited.

This is an educational quiz provided by FIL Investment Management (Hong Kong) Limited.

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