INSIGHTS
Pension Funds

Forms

Invesco Strategic MPF Scheme

Account Opening & Maintenance  

Membership Enrollment Form

(Investment involves risks. Before completing this Enrollment Form, please read the MPF scheme brochure of the Invesco Strategic MPF Scheme. Please note this Enrollment Form may not be applicable to participating employers with special arrangement. Upon completion, please return it to your employer to process.)

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Personal Account Membership Enrollment Form

(Investment involves risks. Please read the MPF scheme brochure of the Scheme before completing the form.)

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Personal Particulars Change / New PIN Request Download PDF
CRS Self-Certification (Individual) Download PDF
Asset Switch / Mandate Change Download PDF
MPF Transfer  

Important note

If you wish to transfer your accrued benefits from one MPF 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 have not given any investment instructions for the transferred-in benefits of the account to the new trustee. Please approach your new trustee to seek clarification, where necessary.

Account & Fund Transfer to Invesco

(To consolidate your accrued benefits to Invesco Strategic MPF Scheme, please complete the form (& the signature authentication sheet, if applicable) and send to "Pension Services (INV), Bank Consortium Trust Company Limited, 18/F, Cosco Tower, 183 Queen's Road Central, Hong Kong.")

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Account & Fund Transfer to other MPF scheme

(To transfer your accrued benefits to other MPF scheme. Please complete the form (& the signature authentication sheet, if applicable) and send to your elected service provider.)

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Account Consolidation Form

(To consolidate your multiple personal accounts into one account. Please complete the form (& the signature authentication sheet, if applicable) and send to your elected service provider.)

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Employee Choice Arrangement Transfer

(To transfer your accrued benefits from a contribution account under current employment to your elected account with Invesco or other service provider. Please complete the form (& the signature authentication sheet, if applicable) and send to your elected service provider.)

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Voluntary Contribution  
Contribution Change Download PDF
Withdrawal (for Personal A/C & Self-employed Person A/C only) Download PDF
Tax Deductible Voluntary Contributions  
Account Membership Enrollment Form Download PDF
TVC Asset Switch / Mandate Change Download PDF
TVC Payment Note & Change of Contribution Download PDF
Transfer of TVC Download PDF
Flexible Voluntary Contribution  
Application Download PDF
Payment Note & Change of Contribution Download PDF
Withdrawal / Transfer Download PDF
Claims  
Retirement (at the age 65) Download PDF
Early Retirement (at the age 60) Download PDF
Total Incapacity Download PDF
Terminal Illness Download PDF
Death Download PDF
Permanent Departure from HK Download PDF
Small Balance Download PDF
Self-Employed Person  

SEP Participation Agreement

(Should you have any enquiries on the required documents and participation fees for applying the Self-employed Person Account, please call our INVESCall Hotline +852 2842 7878 for details.)

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SEP Declaration of Relevant Income Download PDF
SEP Application and Change Form for Direct Debit Instruction Download PDF

Invesco Select Retirement Fund

Administration Class  
ORSO Scheme Member's Change of Particulars Form Download PDF
CRS Self-Certification (Individual) Download PDF
Savings Class  
Change of Particulars Form Download PDF
Application & Subscription Form - For Rollover from Retirement Scheme Download PDF

Application & Subscription Form

(Investment involves risks, please refer to the offering documents for details.)

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FATCA & CRS Individual Self-Certification Download PDF
Redemption Form Download PDF
Switching Form Download PDF