PENSION SERVICES
TELL ME ABOUT
MPF / ORSO Scheme
Transfer
PENSION SERVICES
TELL ME ABOUT
MPF / ORSO Scheme
Transfer
MPF / ORSO SCHEME TRANSFER
With a specialised team dedicated to ORSO scheme conversion and MPF scheme take-on, BCTC ensures smooth transfer / transition of schemes through thorough preparation and professional execution in a risk-controlled environment. Throughout the process, we maintain regular dialogue with employers / sponsors to monitor the transfer progress.
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PROCESS INVOLVES
1Reviewing trust deeds
2Preparing the deed of variation or deed of retirement and appointment; and administrative agreement where appropriate
3Conducting on-site implementation meetings with employers to explain processes, clarify issues and answer questions
4Participating in member briefing sessions conducted by the employer
5Agreeing on transfer dates
6Converting scheme / fund / employer / member information from the existing administrator or trustee to BCTC’s systems
7Agreeing with existing trustee / administrator on the transfer of physical documents relating to the scheme, such as member enrolment forms, member switching forms, termination notices, etc.
8Performing the physical transfer of scheme assets (including cash and securities)
9Performing post-conversion reconciliation of scheme and fund assets
10Dispatching transfer statements to members
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Terry Pan
Chief Executive Officer
Greater China, Singapore and Korea
Invesco Hong Kong Limited
BCT exercises due care in fulfilling their fiduciary responsibility, allowing us to concentrate on our core competency in investment management.
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Desmond Ng
Head of Asia Pacific
Allianz Global Investors
With the support of BCT’s strong operations teams and effective work flows, Allianz Global Investors is able to provide quality services to fulfill the needs of our clients.
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David Shaw
Managing Director
Indigo Global Limited
BCT has a global mindset, following international corporate governance standards with strict internal controls. This gives us and our clients the peace of mind required to safeguard the savings of their employee’s.
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TESTIMONIALS
Explore Our Clients’ Success Stories
Terry Pan
Chief Executive Officer
Greater China, Singapore and Korea
Invesco Hong Kong Limited
BCT exercises due care in fulfilling their fiduciary responsibility, allowing us to concentrate on our core competency in investment management.
Desmond Ng
Head of Asia Pacific
Allianz Global Investors
With the support of BCT’s strong operations teams and effective work flows, Allianz Global Investors is able to provide quality services to fulfill the needs of our clients.
David Shaw
Managing Director
Indigo Global Limited
BCT has a global mindset, following international corporate governance standards with strict internal controls. This gives us and our clients the peace of mind required to safeguard the savings of their employee’s.
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