AMTD MPF Scheme. Member Online Service Guide
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1 AMTD MPF Scheme Member Online Service Guide AMTD MPF Scheme s Member Online Service brings you the convenience of managing your MPF account anytime, anywhere. AMTD MPF Member Hotline (852) AMTD MPF Website amtdgroup.com/mpf AMTD MPF Scheme Member Online Service Guide 1
2 I. Getting Started 1. Go to amtdgroup.com/mpf. Click Log On under Logon to AMTD MPF Scheme at the right. 2. Click Employee, Self-employed Person & Personal Account. 3. Enter your HKID Card Number / Passport Number followed by your Personal Identification Number ( PIN ) to login. TIPS: - For all new and existing members, the PIN has been sent to your residential address by mail upon your enrolment of the Scheme. - If you have forgotten your PIN, please click Forgot PIN / Reset PIN to reset your PIN. AMTD MPF Scheme Member Online Service Guide 2
3 II. Account Setting Under Information on Record & Update, you can update contact information including residential address, business phone number, resident phone number, mobile phone number and address. Under Change of PIN, you can change your PIN (8 numeric digits). AMTD MPF Scheme Member Online Service Guide 3
4 III. Download Corner You may download forms from Download Corner and use the Pension Calculator and the Risk Profile Questionnaire. AMTD MPF Scheme Member Online Service Guide 4
5 IV. Review your Account Information - Accrued Balance shows your MPF account details including the accrued balance in your Mandatory Account, Voluntary Account, MPF Asset Transfer-In Account and Vested Total. - Contribution Summary provides your contribution records for the past 24 months. AMTD MPF Scheme Member Online Service Guide 5
6 - Basis of Voluntary Contribution & Vesting Scale shows your voluntary contribution details including basis of contribution, plan effective date, basis of the vesting period and vesting scale. - Transaction History provides transaction records of your MPF account for the past 24 months. AMTD MPF Scheme Member Online Service Guide 6
7 V. Manage your Account Investment Switching allows you to make investment instructions according to your needs. - Change of Investment Mandate allows you to change your investment choice for all future contributions and transfer-in assets. AMTD MPF Scheme Member Online Service Guide 7
8 - Fund Switching allows you to switch any of your current holdings to other fund(s). AMTD MPF Scheme Member Online Service Guide 8
9 - Special Voluntary Contribution (SVC) allows you to make SVC redemption instruction, review your SVC withdrawal summary and Direct Debit Authorisation Record (DDA) (Applicable to members who have set up a Special Voluntary Savings Plan with AMTD only). AMTD MPF Scheme Member Online Service Guide 9
10 VI. Other Services - Fund Price enables you to check the fund prices of the last 3 months. - E-statement allows you to view and download your semi-annual and annual member benefit statements. AMTD MPF Scheme Member Online Service Guide 10
11 For enquiries, please call our Member Hotline at (852) Alternatively, you may write to us via Operating hours of Member Hotline: - Mondays to Fridays: 8:30am to 5:30pm - Closed on Saturdays, Sundays and public holidays Regarding the product details of AMTD MPF Scheme, please refer to the offering document of the Scheme. To view our Privacy Policy, you can go to our website at You may also request AMTD not to use your personal information for direct marketing purpose by writing to our Privacy Officer at 23/F- 25/F, Nexxus Building, 41 Connaught Road Central, Hong Kong or calling our Member Hotline at (852) AMTD MPF Scheme Sponsor: AMTD Global Markets Limited Trustee & Administrator: Bank Consortium Trust Company Limited Issued by AMTD Global Markets Limited September 2018 AMTD MPF Scheme Member Online Service Guide 11
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