I. Introduction to the Mandatory Provident Fund (MPF) System

5 sections · 30 questions0 / 30

iNeed for Retirement Protection6 questionsiiDemographic Challenges6 questionsiiiBirth of the MPF System6 questionsivRole of the MPF System in Hong Kong’s Overall Retirement Protection Framework6 questionsvSalient Characteristics of the MPF System6 questions

II. Regulatory Framework

4 sections · 24 questions0 / 24

iOverview of Regulatory Framework6 questionsiiMandatory Provident Fund Schemes Authority (MPFA)6 questionsiiiOther Regulators6 questionsivMPF Legislation, Codes, Guidelines and Standards6 questions

III. Key Features of the MPF System

15 sections · 120 questions0 / 120

iSecurity of Scheme Assets8 questionsiiFunctions of Appointed Service Providers8 questionsiiiTypes of MPF Schemes8 questionsivCoverage8 questionsvExempt Persons8 questionsviRegistration with the eMPF Platform and Enrolment into MPF Schemes8 questionsviiContributions8 questionsviiiVesting8 questionsixPreservation8 questionsxPortability8 questionsxiWithdrawal of Benefits8 questionsxiiUnclaimed Benefits8 questionsxiiiOffsetting of Long Service Payments / Severance Payments8 questionsxivMajor Obligations of Employers8 questionsxvNon-Compliant Employer and Officer Records (NCEOR)8 questions

IV. MPF Trustees

8 sections · 48 questions0 / 48

iTrust Arrangement6 questionsiiCategories of Trustees6 questionsiiiDuties and Functions of Trustees6 questionsivApproval of Trustees6 questionsvOn-going Monitoring6 questionsviCompliance Standards for MPF Approved Trustees6 questionsviiGovernance Principles for MPF Approved Trustees6 questionsviiiSanctions and Penalties6 questions

V. MPF Schemes and Investment

11 sections · 88 questions0 / 88

iRegistration of MPF Schemes and Approval of Constituent Funds and Pooled Investment Funds8 questionsiiMPF Schemes8 questionsiiiConstituent Funds8 questionsivDefault Investment Strategy (DIS)8 questionsvApproved Pooled Investment Funds (APIFs)8 questionsviStatement of Investment Policy8 questionsviiInvestment Standards and Restrictions8 questionsviiiFees and Charges8 questionsixSwitching between MPF Schemes/Constituent Funds8 questionsxCode on Disclosure for MPF Investment Funds8 questionsxiOn-going Monitoring of MPF Investment Funds8 questions

VI. Interface Arrangements between ORSO Schemes and the MPF System

6 sections · 36 questions0 / 36

iTypes of ORSO Schemes6 questionsiiComparison of Features6 questionsiiiExemption Criteria6 questionsivDifferent Forms of ORSO Schemes Following the Introduction of the MPF System6 questionsvImplications for Existing Members and New Eligible Employees6 questionsviOn-going Requirements for MPF Exempted ORSO Schemes6 questions

VII. MPF Intermediaries

5 sections · 40 questions0 / 40

iRegulation of MPF Intermediaries8 questionsiiRegulatory Framework8 questionsiiiHandling of Complaints against MPF Intermediaries8 questionsivGuidelines of Conduct for MPF Intermediaries8 questionsvSanctions and Penalties8 questions

VIII. Introduction to the eMPF Platform

4 sections · 24 questions0 / 24

iObjective of the eMPF Platform6 questionsiiImplementation of the eMPF Platform6 questionsiii“Straight Pass-on” of Cost Savings and “Corresponding Fee Reduction”6 questionsivOversight role of the MPFA6 questions

IX. Introduction to Environmental, Social and Governance (ESG)

5 sections · 30 questions0 / 30

iEnvironmental, Social and Governance (ESG)6 questionsiiRelevance of ESG Factors in MPF Investing6 questionsiiiPolicies and Measures Adopted by the MPFA6 questionsivESG Constituent Funds (CFs) within an MPF Scheme6 questionsvGreen and Sustainable Finance Cross-Agency Steering Group6 questions