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
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
1
This KSID only provides a summary of the key features of Principal MPF – Smart Plan. For details, please refer to the trust deed and the MPF Scheme Brochure for Principal MPF – Smart Plan. Copies of these documents are available via:
Trust Deed
Principal MPF – Smart Plan
MPF Scheme Brochure
Principal MPF – Smart Plan
2
The On-going Cost Illustrations for Principal MPF – Smart Plan, a document which illustrates the on-going costs on contributions to constituent funds, is available via:
On-going Cost Illustrations
Principal MPF – Smart Plan
3
The Quarterly Fund Fact Sheet provides basic information (e.g. fund performance) on individual funds of Principal MPF – Smart Plan, which is available via:
Fund Fact Sheet
Principal MPF – Smart Plan
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