Principal MPF - Simple Plan

Key scheme information document

Additional information useful to you

Taxation

Employees are allowed to claim salaries tax deduction for their mandatory contributions, subject to a maximum deduction of HK$18,000 per year. We recommend that you seek professional advice regarding your own tax circumstances.

Documents from us through the eMPF Platform

Scheme members will receive the following documents:

  • Upon joining the scheme: this KSID, the MPF Scheme Brochure and the Notice of Participation; and
  • Within three months after the scheme year end: the Annual Benefit Statement.

Other information

edew

1

This KSID only provides a summary of the key features of Principal MPF - Simple Plan. For details, please refer to the master trust deed and the MPF Scheme Brochure for Principal MPF - Simple Plan, which is available:

Master Trust Deed

Principal MPF - Simple Plan

MPF Scheme Brochure

Principal MPF - Simple Plan

ongoing

2

The On-going Cost Illustrations for Principal MPF - Simple Plan, a document which illustrates the on-going costs on contributions to constituent funds, is available via:

On-going Cost Illustrations

Principal MPF - Simple Plan

factsheet

3

The Quarterly Fund Fact Sheet provides basic information (e.g. fund performance) on individual funds of Principal MPF - Simple Plan which is available via:

Fund Fact Sheet

Principal MPF - Simple Plan

If you wish to submit paper-based instructions to the eMPF Platform, the relevant forms can be downloaded via the eMPF Platform's website at empf.org.hk/forms/en.

Personal Information Collection Statement

To obtain the latest copy of the personal information collection statement, please write to the Data Protection Officer:
Principal Trust Company (Asia) Limited
30/F, Millennium City 6, 392 Kwun Tong Road, Kwun Tong, Kowloon, Hong Kong