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SCHEME MEMBER’S REQUEST FOR FUND TRANSFER FORM
(for self-employed person, personal account holder or employee ceasing employment)
計劃成員資金轉移申請表（適用於自僱人士、個人帳戶持有人或終止受僱的僱員）
Sections 145, 146, 147, 148 and 149 of the Mandatory Provident Fund Schemes (General) Regulation (Cap 485A)
《強制性公積金計劃（一般）規例》 （ 第 4 8 5 A 章 ） 第 1 4 5 、 1 4 6 、 1 4 7 、 1 4 8 及 1 4 9 條
(a) Please complete this form or Form MPF(S)-P(M) issued by the Mandatory Provident Fund (a) 請填妥本表格或由強制性公積金計劃管理局（簡稱「積金局」）發出的第
Schemes Authority ("MPFA") and submit it to the trustee of the New Scheme. MPF(S)-P(M)號表格，並提交予新計劃的受託人。
(b) Please use BLOCK LETTERS to complete this Form and initial next to any corrections you make.
(c) *means delete whichever is inappropriate. Please insert "N.A." if not applicable. (b) 請以正楷填寫本表格。如須作出任何刪改，請於刪改處旁簽署。
(d) The information collected from you and in respect of you in support of this election of transfer (c) *請刪去不適用者。請在不適用處填上「不適用」。
can be used by Manulife, trustee(s), relevant service provider(s), and the government or
regulatory bodies including the MPFA in activities relating to the processing of your election(s) of (d) 宏利、受託人、相關服務提供者及政府或規管機構，包括積金局可使用從您收集及
transfer as requested in this Form. The information may be transferred to other division(s) within 關於您的資料以處理您在本表格內要求的轉移選擇事宜。為達致該等目的，或直接
Manulife, the relevant trustee(s), government or regulatory bodies including the MPFA or other
parties including delegates, intermediaries or any service providers of Manulife or the relevant 與該等目的有關的目的，所提供的資料可移轉予宏利內其他部門、有關受託人、政
trustees, for such purpose(s) or for a purpose directly related to such purpose(s). All data 府或規管機構，包括積金局，或其他人士/團體，包括宏利或有關受託人的受委託
processes may involve a transfer of information to places either within or outside the Hong Kong 者、強積金中介人或任何服務提供者。所有資料處理過程或會涉及資料移轉至香港
Special Administrative Region. You are required to supply the information in this Form and failure
to do so may result in your transfer being delayed. 特別行政區或以外地區。請提供本表格所需的資料，否則您的轉移申請或會因此而
(e) The MPFA and other regulatory bodies in any jurisdiction shall be authorized to inspect any 被延誤。
information under the scheme.
(f) By writing to the Privacy Officer of Manulife Provident Funds Trust Company Limited, you can (e) 積金局及任何司法管轄區的其他監管團體將獲授權查看計劃內的任何資料。
correct and have access to your personal data. (f) 您可以書面向宏利公積金信託有限公司之個人資料主任更改及查閱您的個人資料。
(g) All information may be treated by Manulife in the same manner as mentioned in the "Notice
to Customers relating to the Personal Data (Privacy) Ordinance" ("Notice"). In case you (g) 宏利可按於《有關〈個人資料（私隱）條例〉的客戶通知》（「通知」）所述，
have not read the Notice before, you can obtain such Notice through Manulife's website at 處理有關資料。假如您未有細閱該通知，您可透過宏利網址
www.manulife.com.hk. www.manulife.com.hk取得該通知。

Section I – Scheme Member’s Details 第一部份 – 計劃成員資料

1. Name 姓名 (as shown on your Hong Kong Identity (HKID) Card Note 1 與您的香港身份證上的姓名相同 註1) :

CHENG Koon Hang Henry 鄭貫亨

Surname in English 英文姓氏 Given Name in English 英文名字 Name in Chinese 中文姓名

2. Identification 身份證明 :

Y803620(7)
HKID Card Number 香港身份證號碼 Passport Number 護照號碼
(Only for scheme member without HKID Card 本欄僅供沒有香港身份證的計劃成員填寫)

3. Contact Details 聯絡資料 :

54017978 [email protected]
Daytime Phone Number 日間電話號碼 Mobile Phone Number 手提電話號碼 Email Address 電郵地址 (if any 如有)

4. Residential Address 住址 (There is no need to complete below unless you need to update your record 如非更新記錄，可無須填寫) :
(Note: All correspondences will be sent to the following address 備註：所有通訊文件將寄往以下住址)

Room / Flat 室 Floor 樓 Block 座 Name of Building 大廈名稱

Name of Estate 屋苑名稱 Street No. / Street Name 街道號碼 / 街道名稱

H.K. 香港 KLN. 九龍 N.T. 新界 Others 其他

District 區域
The above address applies to all of your products / services in Hong Kong and Macau provided by all companies within the Manulife group of companies and also companies which provide trustee /
custodian services to Manulife. 您所提供的住址，適用於您持有，並由宏利集團旗下公司，以及為本公司提供信託 / 託管服務的公司，於香港及澳門所提供的產品 / 服務上 。
To apply the above address to this member account only, please "✔" this box. 如以上住址只適用於此成員帳戶，請在方格內填上「✔」號。

Section II – Transfer Information 第二部份 – 轉移資料

5. MPF account information in the original scheme 原計劃的強積金帳戶資料 :

銀聯信託有限公司
Name of original trustee Note 2 :
原受託人名稱 註2

宏利退休精選(強積金)計劃
Name of original scheme Note 2 :
原計劃名稱 註2
Type of MPF account (please select ONE of the following accounts and as appropriate) :
強積金帳戶類別（請選擇以下其中一個帳戶並於適當方格內填上 號）：
✔ Personal account 個人帳戶 OR 或 Contribution account 供款帳戶
Scheme member's account number Note 2 :
000 0001 4493-21959
MPF(S) - P(M) (12/2020)c 1 of 4 (Bond)

計劃成員帳戶號碼 註2
6. Details of former employment (applicable for employee who wishes to transfer-out the MPF accrued benefits (“benefits”) from a contribution account after cessation of
employment) 以往受僱詳情（適用於僱員在終止受僱後欲把供款帳戶內的強積金累算權益（「權益」）轉出）:
Name of former employer
前任僱主名稱
:
香港中文大學
Employer's identification number Note 3
:
僱主識別號碼 註3
7. Details of self-employed status (applicable for self-employed person only) 自僱人士身份詳情（只適用於自僱人士）:
Please indicate your reason of transfer and as appropriate 請於適當方格內填上 號，表明申請轉移的原因：
(a) Cessation of self-employment, with effect from 終止自僱，生效日期是 : (C)
dd 日 / mm 月 / yyyy 年
(b) I will remain in self-employment and my benefits will be transferred to another
scheme stated in section III(8). Last contributions to the original scheme should be paid up to△
(T)
本人將會維持自僱，並把本人的權益轉移至第三部份第(8)項所述的另一個計劃。 :
本人向原計劃供款的最後日期△是 dd 日 / mm 月 / yyyy 年
△
If no date has been specified, your contribution will be paid up to the day when Manulife received the notification of the transfer election from the new trustee.
若沒有註明日期，您的供款將計算至宏利接獲新受託人的轉移計劃通知之當日。

*UNITMPFADMIN*
Manulife (International) Limited (Incorporated in Bermuda with limited liability)
宏利人壽保險（國際）有限公司（於百慕達註冊成立之有限責任公司）
 Section III – Transfer Options 第三部份 – 轉移選擇
8. MPF account information in the new scheme 新計劃的強積金帳戶資料：
I elect to transfer the benefits derived from the mandatory contributions in my account stated in section II(5) to the following account (Please select option (a), (b) OR (c)
and as appropriate) 本人選擇把在第二部份第(5)項所述帳戶內由強制性供款所產生的權益轉移至以下帳戶（請選擇(a)、(b)或(c)，並於適當方格內填上 號）:

(a) To my contribution account with my new employer 轉移至本人新僱主為本人開立的供款帳戶

Name of new trustee Note 4 : Manulife Provident Funds Trust Company Limited 宏利公積金信託有限公司
新受託人名稱 註4 Others (please specify) 其它 (請註明)：

Name of new scheme Note 4 : Manulife Global Select (MPF) Scheme 宏利環球精選(強積金)計劃
新計劃名稱 註4 Others (please specify) 其它 (請註明)：

Scheme member's account number Note 4 :

計劃成員帳戶號碼 註4

Name of new employer :

新僱主名稱

Employer's identification number Note 3 :

僱主識別號碼 註3

(b) To my designated account in the new scheme 轉移至本人新計劃內的指定帳戶

Name of new trustee Note 4 : Manulife Provident Funds Trust Company Limited 宏利公積金信託有限公司
新受託人名稱 註4 Others (please specify) 其它 (請註明)：

Name of new scheme Note 4 : Manulife Global Select (MPF) Scheme 宏利環球精選(強積金)計劃
新計劃名稱 註4 Others (please specify) 其它 (請註明)：

Scheme member's account number Note 4 :

計劃成員帳戶號碼 註4

✔ (c) Retained in the original scheme as personal account 以個人帳戶形式保留在原計劃 (where applicable 如適用)

9. Arrangement of my voluntary contributions Note 5 (if any) in my account stated in section II(5) 有關本人在第二部份第(5)項所述帳戶內的自願性供款 註5 (如有) 的安排 :
(Note: If you do not select any options but there are benefits derived from voluntary contributions, those benefits will be handled in the same way as those stated in section III(8). If there
are no such benefits in your account and you have made an election in section III(9), the selected option will not be processed.)
(備註：如您沒有作出任何選擇，而帳戶內有由自願性供款產生的權益，則該等權益將以處理第三部份第(8)項所述權益的同樣方式處理。如您已在第三部份第(9)項作出選擇，而帳戶內並沒有該等權益，
則有關選擇將不會獲處理。)
Please select option (a) OR (b) and as appropriate 請選擇(a)或(b)，並於適當方格內填上 號: For service enquiries, please contact :
(a) Transferred together with the benefits derived from the mandatory 如有服務查詢，請聯絡
contributions as in section III(8).
Contact Person
與在第三部份第(8)項所述由強制性供款所產生的權益一併轉移。
聯絡人
(b) Withdrawn in accordance with the governing rules of the original scheme.
按照原計劃的管限規則提取權益。 Contact Number
聯絡電話
(Note: Payment by Manulife will be made by cheque only.) Code
(備註：宏利將以支票方式付款。) 編號

Section IV – Termination Of MPF Account With No Residual Balance (If Applicable)

第四部份 – 終止沒有剩餘款項的強積金帳戶（如適用）
10. I hereby give the original trustee an instruction to terminate my relevant MPF member account as referred to in section II(5) upon transfer of the full benefits to the new
trustee and there is no residual balance in the said account.
本人謹此指示原受託人在把本人於第二部份第(5)項所述的強積金成員帳戶內的所有權益轉移至新受託人後，以及在該帳戶內並無剩餘款項的情況下，終止該強積金成員帳戶。

Section V – Authorization And Declaration 第五部份 – 授權及聲明

11. I hereby give consent to the new trustee and the MPFA to disclose information supplied by me in support of this election of transfer to the trustee(s) concerned, and the relevant
service provider(s), or to enable such party or parties to access or disclose relevant information for processing my election of transfer.
本人同意，新受託人及積金局可為處理本人的轉移申請，向相關受託人及相關服務提供者披露本人就此項轉移申請提供的資料，或使該等機構/人士能夠取覽或披露該等資料。
12. I declare that 本人聲明：
(a) I have read and understood the Notes to Transfer of MPF Accrued Benefits (“Benefits”) by Scheme Member and the Explanatory Notes; and 本人已閱讀及明白《計劃成員
轉移強積金累算權益（「權益」） 須知》及註釋的內容；及
(b) to the best of my knowledge and belief, the information given in this Form is correct and complete. 盡本人所知所信，本表格所提供的資料均屬正確無訛且無缺漏。
MPF(S) - P(M) (12/2020)c 2 of 4 (Bond)

Signature of the scheme member 計劃成員簽署 Note 6 註6 Date 日 期

REMINDER: Please sign only when the form is fully completed.

提示：請僅於表格填妥後方可簽署。
For inquiries, please contact your MPF intermediary or call Manulife Member Hotline on 2108 1388. 如有任何查詢，請聯絡您的強積金中介人或致電宏利成員熱線2108 1388。
Completed form should be sent to the scheme administrator,"Hong Kong Retirement, Manulife (International) Limited, 21/F., Tower A, Manulife Financial Centre, 223 - 231 Wai Yip Street,
Kwun Tong, Kowloon, Hong Kong". 請將填妥的表格寄交計劃管理人「香港九龍觀塘偉業街223 - 231號宏利金融中心A座21樓宏利人壽保險(國際)有限公司香港退休業務部」。
 Explanatory Notes 註 釋

1. If you do NOT possess a HKID Card, please fill in your name as shown on your passport.
如您沒有香港身份證，請填上您在護照上的姓名。
2. The transfer request may not be processed if the name of the original trustee, the name of the original scheme, your scheme member’s account number in the original scheme,
type of MPF account, the name of your former employer or the employer’s identification number is not provided or is incorrect. This information can be found:
如您沒有提供原受託人名稱、原計劃名稱、原計劃成員帳戶號碼、強積金帳戶類別、前任僱主名稱或僱主識別號碼，或所提供的資料有誤，則此項轉移要求或不獲處理。您可
透過以下途徑獲取有關資料：
(a) in your membership certificate, notice of acceptance, or notice of participation; or 查閱成員證明書，接納通知或參與通知；或
(b) in your annual benefit statement, or other statements provided by the trustee; or 查閱周年權益報表或受託人提供的其他報表；或
(c) through the member enquiry facilities available from the trustee. 受託人提供的成員查詢服務。
If you are in doubt, please contact your original trustee or your employer.
如有疑問，請聯絡您的原受託人或僱主。
3. The employer’s identification number is the number assigned by the trustee to the employer concerned. Trustees may use different names for this number (e.g. account
number, company code, contract number, employer account number, employer code, employer ID, employer number, MPF client number, participating plan number, plan
number, scheme number, scheme ID, sub-scheme number). The number can be found in the statements issued by the trustees or through the member enquiry facilities
available from the trustee. If you are in doubt, please contact your trustee or your employer.
僱主識別號碼即受託人為有關僱主編配的號碼。受託人或會使用不同名稱來設定此號碼（例如帳戶編號、僱主編號、合約編號、強積金客戶編號、參與計劃編號、計劃編號、
附屬計劃編號）。您可查閱受託人發出的報表或透過受託人提供的成員查詢服務獲取該號碼。如有疑問，請聯絡您的受託人或僱主。
4. The transfer request may not be processed if the name of the new trustee, the name of the new scheme or your scheme member’s account number in the new scheme is not
provided or is incorrect. The information can be found:
請注意，如閣下沒有提供新受託人名稱、新計劃名稱或新計劃成員帳戶號碼，或所提供資料有誤，則此項轉移申請或不獲處理。您可透過以下途徑獲取有關資料：
(a) in your membership certificate, notice of acceptance, or notice of participation; or 查閱成員證明書，接納通知或參與通知；或
(b) in your annual benefit statement, or other statements provided by the trustee; or 查閱周年權益報表或受託人提供的其他報表；或
(c) through the member enquiry facilities available from the trustee. 受託人提供的成員查詢服務。
You may, however, leave the scheme member’s account number blank if you have recently enrolled in the scheme and have not been notified of the new account number. If
you are in doubt, please contact your new trustee.
不過，如您最近才參加計劃，並未獲悉新的成員帳戶號碼，則可留空此項。如有疑問，請聯絡閣下的新受託人。
5. A scheme member can check whether his existing MPF account contains any MPF accrued benefits (“benefits”) derived from voluntary contributions from his annual benefit
statement issued by the original trustee to the scheme member. The scheme member can also check this information through the member enquiry facilities available from the
trustee. If you are in doubt, please contact your original trustee.
計劃成員可在原受託人向計劃成員發出的周年權益報表上，獲知其現有強積金帳戶內是否有由自願性供款所產生的強積金累算權益（「權益」）。計劃成員亦可透過受託人提
供的成員查詢服務查核這項資料。如有疑問，請聯絡您的原受託人。
6. The signature must be the same as your specimen signature previously given to your original trustee. Please note that the transfer may not be processed if the signature
provided in this Form does not match your specimen signature previously given to your original trustee. If you are in doubt, please contact your original trustee.
您的簽署必須與您之前給予原受託人的簽署式樣相同。請注意，若本表格上的簽署與您之前給予原受託人的簽名式樣不符，有關轉移或不獲處理。如有疑問，請聯絡您的原受託人。

Notes To Transfer of MPF Accrued Benefits (“Benefits”) By Scheme Member (for self-employed person, personal account holder or employee ceasing employment)
計劃成員轉移強積金累算權益（「權益」）須知 （適用於自僱人士、個人帳戶持有人或終止受僱的僱員）
Please read the following important notes before completing this Form.
填寫本表格前，請先閱讀下列重要資料：
1. Definition of terms:
用詞定義：
(a) "Contribution account" - an account in an MPF registered scheme (“scheme”) which is mainly used to receive MPF contributions (both employer and employee
portions) made by an employer for an employee and on behalf of the employee or by a self-employed person.
「供款帳戶」– 指強積金註冊計劃（「計劃」）下主要用以接收僱主為僱員所作出以及代表僱員所作出的強積金供款（包括僱主及僱員部分）或自僱人士所作出的強
積金供款的帳戶。
(b) "Personal account" - an account in a scheme which is mainly used to receive the benefits transferred from another contribution or personal account.
「個人帳戶」– 指計劃下主要用以接收由另一供款或個人帳戶轉入的權益的帳戶。
(c) "Original trustee" (also known as "transferor trustee" in the Mandatory Provident Fund Schemes (General) Regulation ( "the Regulation" )) - the trustee of a scheme
from which your benefits are to be transferred.
「原受託人」（在《強制性公積金計劃（一般）規例》(簡稱《規例》)中亦稱「轉移受託人」）– 指轉出您的權益的計劃的受託人。
(d) "New trustee" (also known as "transferee trustee" in the Regulation) - the trustee of a scheme to which your benefits are to be transferred. If you elect to transfer
your benefits to another account within the same scheme or to another scheme under the same trustee, the new trustee on Form MPF(S)-P(M) will be the same as
the original trustee.
「新受託人」（在《規例》中亦稱「承轉受託人」）– 指轉入您的權益的計劃的受託人。如您選擇把權益轉移至同一計劃的另一個帳戶或轉移至同一受託人的另一個
計劃，在第MPF(S)-P(M)號表格所指的新受託人將與原受託人相同。
(e) "Original scheme" - the scheme from which your benefits are to be transferred.
「原計劃」– 指轉出您的權益的計劃。
(f) "New scheme" - the scheme to which your benefits are to be transferred. If you elect to transfer your benefits to another account within the same scheme, the new
scheme on Form MPF(S)-P(M) will be the same as the original scheme.
「新計劃」– 指轉入您的權益的計劃。如您選擇把權益轉移至同一計劃的另一個帳戶，第MPF(S)-P(M)號表格所指的新計劃將與原計劃相同。
2. If you are currently investing in an MPF guaranteed fund, a transfer of the benefits out of that guaranteed fund may result in some or all of the guarantee conditions not
being satisfied; thus affecting your entitlement to the guarantee. Please check the MPF Scheme Brochure and the Key Scheme Information Document of the original
scheme or consult your original trustee for details.
如您現時投資於強積金保證基金，從該保證基金轉出權益，可能會導致您不符合部分或所有保證條件，以致影響您享有保證的資格。詳情請查閱原計劃的強積金計劃說明書及
MPF(S) - P(M) (12/2020)c 3 of 4 (Bond)

主要計劃資料文件，或向原受託人查詢。
3. If you wish to transfer your benefits from one scheme to another, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will
be invested according to the default investment strategy (“DIS”) if you either (a) do not give or have not given any investment instructions for the account to your new trustee or
(b) have given investment instructions for the account to invest benefits according to the DIS. In this regard, please check your investment instruction for future contributions
under your transferee account at Manulife where necessary. If you wish to change or specify an investment instruction for the account, including re-investing the benefits into
some other constituent funds in the scheme, you are free to give us investment instructions to do so at any time, by submitting instruction(s) either online via Manulife's
Customer Website / mobile app or by using the “Change Future Investments/ Fund Switching Instruction” form, which can be obtained from our website. For details of the DIS,
including its automatic de-risking features and fee level, you may refer to the MPF Scheme Brochure and the Key Scheme Information Document of the Scheme or the related
information which is available on our website at www.manulife.com.hk.
如欲把權益從一個計劃轉移至另一個計劃，請留意轉入帳戶的權益將會如何投資。一般而言，如您(a)沒有或尚未就有關帳戶向您的新受託人給予任何投資指示；或(b)已就有關帳
戶給予投資指示，要求把權益按照預設投資策略投資，則轉入該帳戶的權益將按照預設投資策略投資。如有需要，您可向宏利查詢有關在宏利的轉入帳戶內之投資指示。如欲更改
或指定未來供款投資指示，包括轉換權益至計劃內的其他成份基金，您可於宏利客戶網站、手機應用程式或以「更改未來投資/基金轉換指示」表格提交指示，有關表格可見於宏
利網頁。如欲了解預設投資策略詳情，包括其自動降低風險特點及收費水平，您可參考本計劃之強積金計劃說明書及主要計劃資料文件或相關資料，有關資訊可見於宏利網頁
(www.manulife.com.hk)。
4. If you have reached, or are approaching, the age of 50 and your benefits are currently invested according to the DIS of the scheme, you should be aware that the de-risking
mechanism of the DIS starts at the age of 50. When one or more instruction(s) from members, such as subscription, redemption or switching instructions, are also being
processed and with units to be issued/redeemed (except for the Interest Fund where investment to be made in or monies to be withdrawn from) on the same dealing day as
the dealing day scheduled for the annual de-risking, such instruction(s) and the annual de-risking in respect of such member will take place on the same day. In such case, the
annual de-risking will only take place after processing those instruction(s).
如您已年滿或快將年滿50歲，而現時您的權益是按照計劃的預設投資策略投資，請留意預設投資策略的降低投資風險機制，會由計劃成員年滿50歲開始運作。若一項或多項指
示，如認購、贖回或轉換指示，於有關成員的每年降低風險之預定交易日辦理，而在同一交易日發行/贖回有關單位（利息基金則為對其進行投資或從中提取款項），該等指示
將與有關成員的每年降低風險安排同日進行。在此情況下，每年降低風險安排僅會在該等指示獲處理後進行。
5. Please ensure that you have a personal account or a contribution account in the new scheme. Otherwise, you have to enrol in that scheme before you submit Form
MPF(S)-P(M) to the new trustee.
請確保您在新計劃已開立個人帳戶或供款帳戶。否則，您須先行登記參加該計劃，然後才向新受託人提交第MPF(S)-P(M)號表格。
6. If you wish to transfer out the benefits from more than one accounts, you should submit a separate Form MPF(S)-P(M) for each of those accounts.
如欲從多於一個帳戶轉出權益，請就每個帳戶分別提交一份第MPF(S)-P(M)號表格。
7. If you wish to transfer out the benefits from your contribution account during employment, you should complete Form MPF(S)-P(P).
如欲在現職期間從您的供款帳戶轉出權益，請填寫第MPF(S)-P(P)號表格。
8. For each account, a scheme member should transfer the entirety of his benefits therein in a lump sum except the part of the benefits derived from voluntary
contributions which the scheme member may elect to withdraw in accordance with the governing rules of the original scheme.
就每一個帳戶，除了由自願性供款所產生的權益或可根據原計劃管限規則選擇提取外，計劃成員應把帳戶內的所有權益整筆轉移。
9. In order to prevent a third party from filling in incorrect information, please DO NOT sign on a blank form. After the completed Form MPF(S)-P(M) has been received by
the new trustee, the administration procedures taken by the trustees may not be reversible.
為免被第三者填上不正確的資料，請勿在空白的表格上簽署。在新受託人收到已填妥的第MPF(S)-P(M)號表格後，之前由受託人採取的行政步驟未必能夠撤銷。
10. If any information provided on Form MPF(S)-P(M) (including the signature) is incorrect or incomplete, the trustees may not be able to process your benefit transfer
request.
若您在第MPF(S)-P(M)號表格上所提供的任何資料（包括簽署）不正確或不完整，受託人可能無法處理您的權益轉移要求。
11. Please refer to the publication of the Mandatory Provident Fund Schemes Authority (“MPFA”) available from the MPFA website (www.mpfa.org.hk) for the factors to
consider when choosing a scheme and the potential risks involved in MPF investment.
有關選擇計劃時各項考慮因素及強積金投資的潛在風險，請參閱強制性公積金計劃管理局（「積金局」）網站（www.mpfa.org.hk）的相關宣傳刊物。
12. Information about the new scheme is set out in the MPF Scheme Brochure and the Key Scheme Information Document of that scheme. This information will assist you in
making a decision about whether to make a transfer of benefits to that scheme. Please contact the relevant trustee for enquiries about account details and information on
specific schemes or funds.
新計劃的強積金計劃說明書及主要計劃資料文件載有該計劃的資料，這些資料將有助您決定是否把權益轉移至該計劃。如欲查詢帳戶詳情及個別計劃或基金的資料，請聯絡
相關受託人。
13. If you wish to make enquiries or seek assistance in relation to your election to transfer benefit, please contact your original trustee or new trustee. For general enquiries
regarding benefit transfer, you may contact the MPFA via e-mail: [email protected] or hotline: 2918 0102.
如欲就您的權益轉移申請作出查詢或尋求協助，請聯絡您的原受託人或新受託人。有關權益轉移的一般查詢，可聯絡積金局（電郵地址：[email protected]或熱線
電話：2918 0102）。
14. If the benefit transfer is effected among member accounts under the Manulife Global Select (MPF) Scheme, such request will be processed (i) by way of unit transfer for
the unitized constituent funds; and (ii) by way of transferring account balance for the non-unitized constituent fund. There is no selling or buying of funds during the transfer
process. The latest contribution investment instruction for the member account as indicated in Section III of this Form is not applicable to the benefits being transferred
under such transfer arrangement. Member should refer to the latest MPF Scheme Brochure and the Key Scheme Information Document of the Scheme for details.
如涉及宏利環球精選（強積金）計劃內的成員帳戶之間的轉移，(i)所有單位化的成分基金以轉移單位方式進行轉移；及(ii)非單位化的成分基金會以轉移帳戶結餘方式進行
轉移。換言之，轉移過程並不涉及任何基金買賣，而於本表格第三部份所示的成員帳戶的投資指示並不適用於此等轉移安排。成員須參閱本計劃之最新的強積金計劃說明
書及主要計劃資料文件以了解有關詳情。
15. If the transfer is effected from a contribution account under the Manulife Global Select (MPF) Scheme to a personal account within the same Scheme, and the member
is not an existing personal account member in the scheme and no personal account application form is received by Manulife:
如由宏利環球精選（強積金）計劃的供款帳戶轉移至同一計劃內的個人帳戶，而成員並非該計劃的現有個人帳戶成員及宏利未收妥成員所提交之個人帳戶申請表格︰
(a) the investment of all future contribution and/or transferred-in benefits from another scheme to the personal account shall be invested according to the default
investment strategy (“DIS”) due to you have not given any investment instruction for the new personal account;
因您在新設立的個人帳戶尚未給予任何投資指示，該帳戶的未來供款及/或自另一計劃轉入權益將按照預設投資策略投資；
(b) Manulife is authorised to use the member's personal information under the contribution account, from which the transfer is being made, for setting up the
personal account. Save as otherwise stated, personal information supplied in this Form will be used for the administration of the transfer only; and
宏利獲授權使用成員於擬進行轉移的供款帳戶內的個人資料作為設立個人帳戶之用。除非另有註明，否則在本表格提供的個人資料將只用作處理是項轉移；及
(c) for admission as a personal account member, the member hereby confirms that he/she has previously read the MPF Scheme Brochure and the Key Scheme
Information Document of the Scheme. He/She agrees to be bound by the master trust deed and its rules of the said scheme and he/she agrees that the
use/transferee of his/her personal information disclosed by Manulife for the purpose of the contribution account can also apply to the personal account. He/She
undertakes if there is any change in the information, he/she shall notify Manulife as soon as reasonably practicable. He/She understands that professional advice
from a qualified investment consultant should be obtained before making any investment decision and his/her agreement to the investment allocation
arrangement above is based on his/her own independent judgment and opinion.
就參與成為個人帳戶成員，成員在此確認他/她已閱讀本計劃之強積金計劃說明書及主要計劃資料文件的內容。他/她同意受集成信託契約之規定及條例所管限，並且
同意宏利於供款帳戶就個人資料的披露所涉及的用途/受讓人，也同樣適用於個人帳戶。他/她承諾假使有關資料有任何更改，他/她將於合理的切實可行範圍內盡快通
知宏利有關之改動。他/她明白在作出任何的投資決定前，須先向合資格投資顧問尋求專業建議。而他/她同意上述的投資分配安排，是基於他/她的獨立判斷和意見。
16. If you are not an existing member of the Manulife Global Select (MPF) Scheme and (i) elect to transfer the benefits to contribution account with Manulife, please follow
up with your employer to submit the employee enrolment form; or (ii) elect to transfer the benefits to personal account, please submit a personal account application
form together with this Form.
如閣下並非現有宏利環球精選（強積金）計劃成員，而屬以下情況︰(i)選擇轉移權益至宏利供款帳戶，請與僱主跟進遞交僱員參加表格；或(ii)選擇轉移權益至個人帳戶，請
將個人帳戶申請表格連同本表格一併交回。

MPF(S) - P(M) (12/2020)c 4 of 4 (Bond)

 MPF Customer Identification Form
強積金確認客戶身份證明書

If you have forgotten / not sure about your signature record with your original trustee, we recommend you to use this
form to request the original trustee to process the fund transfer application. To use it, please
• put your ID Card/Passport on the place as specified below and make a photocopy
• read the statement and sign on the copy. Your signature should be same as that on the relevant fund transfer form /
account consolidation form submitted
• submit this form together with the relevant fund transfer form / account consolidation form
• ensure the copy of ID Card/Passport is clear and in pale color

如您已忘記/不肯定您於原受託人之簽署紀錄，我們建議您使用此證明書要求原受託人處理資金轉移申請。使用
時，請
• 將身份證/護照放在下方預留位置並影印
• 細閱聲明並於副本上簽署，您的簽署式樣必須與有關資金轉移表格/帳戶整合表格相同
• 將此證明書與有關的資金轉移表格/帳戶整合表格一併遞交
• 確保身份證/護照副本影像清晰及淺色

Please place Hong Kong ID Card/Passport here and

photocopy
請放上香港身份證/護照並影印

I confirm that the Hong Kong Identity Card/Passport provided is a copy of the original and my signature is my own
signature. I request the trustee of any Mandatory Provident Fund (MPF) schemes in which I am a member to process
the transfer application(s) submitted together with this document. I agree and understand that my signature
provided here would be used for the current application(s) only and would not change any of my signature record
which I have provided to the MPF trustees previously.

本人確認在此提供的香港身份證/護照是原件的副本，而簽名是本人的簽名。本人要求任何本人作為強制性公積
金計劃 (強積金) 成員的受託人處理與這信件一同遞交的轉移申請。本人同意及明白在此提供的簽名將僅用於目前
的轉移申請，而並不會更改任何本人過去曾經提供強積金受託人的簽名記錄。
MPF ID Form (05/2020)c

Signature of customer 客戶簽署

(signature should be the same as that on the relevant fund transfer form / account consolidation form)
(簽名式樣須與有關資金轉移表格/帳戶整合表格相同)