Articles
Jun 2012
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01
Consultation paper on the Trustee Ordinance Amendment Bill
This article only available for registered member.
May 2012
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31
Presentation by Ernst & Young at the press release for the MPF survey on 24 May 2012
Presentation by Ernst & Young at the press release for the MPF survey on 24 May 2012
Published in: Pensions and Funds
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31
Joint Industry Group press release on the MPF survey on 24 May 2012
A press release by the Joint Industry Group on the MPF survey on 24 May 2012.
Published in: Pensions and Funds
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25
The Evolving MPF System
The Evolving MPF System: an objective assessment.
The Joint Industry Group (HK Federation of Insurers, the HK Investment Funds Association and the HK Trustees' Association Ltd) commissioned Ernst & Young to carry out a study on fees, fund options and fund performance in the Hong Kong mandatory provident fund sector. Attached is the summary of the report.
Published in: Pensions and Funds
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10
Memorandum of Advice to the Joint Committee on Trust Law Reform
This article only available for registered member.
Mar 2012
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31
FATCA seminar - MPF and ORSO - 28 March 2012
On 28 March 2012 the seminar was jointly held by the working group, comprising the HK Trustees' Association, the HK Investment Funds Association, the Hong Kong Federaton of Insurers and distributors, tax and legal professionals, to discuss the latest developments on FATCA and their impact on financial institutions in Hong Kong. The presentation on MPF and ORSO (breakout 3) is available at http://www.pwchk.com/home/webmedia/634684635291694452/event_fatca_mpf_orso_mar2012_ps.pdf
The final slide with the functions required for the FATCA programme is attached.
Published in: Pensions and Funds
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31
FATCA seminar - breakout 4 - 28 March 2012 - Joint Working Group
On 28 March 2012 the joint working group, consisting of the HK Trustees' Association, the HK Investment Funds Association, the Institute of Financial Planners and and number of distributors, tax and legal professionals, held a seminar to discuss the latest developments on FATCA and their impact on financial institutions in Hong Kong. Plese find attached the presentation on Private Trust (breakout 4)
Note that the presentation on MPF and ORSO (breakout 3) is available at http://www.pwchk.com/home/webmedia/634684635291694452/event_fatca_mpf_orso_mar2012_ps.pdf
Published in: Pensions and Funds
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31
FATCA seminar - breakout session 3 - 28 March 2012 - Joint Working Group
On 28 March 2012 the joint working group, consisting of the HK Trustees' Association, the HK Investment Funds Association, the Institute of Financial Planners and and number of distributors, tax and legal professionals, held a seminar to discuss the latest developments on FATCA and their impact on financial institutions in Hong Kong. Plese find attached the presentation on Insurance (breakout 3)
Note that the presentation on MPF and ORSO (breakout 3) is available at http://www.pwchk.com/home/webmedia/634684635291694452/event_fatca_mpf_orso_mar2012_ps.pdf
Published in: Pensions and Funds
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31
FATCA seminar - breakout 1 - 28 March 2012 - Joint Working Group
On 28 March 2012 the joint working group, consisting of the HK Trustees' Association, the HK Investment Funds Association, the Institute of Financial Planners and and number of distributors, tax and legal professionals, held a seminar to discuss the latest developments on FATCA and their impact on financial institutions in Hong Kong. Plese find attached the presentation for the sessionon Asset Management, Fund Distribution and Trustee (breakout 1)
Note that the presentation on MPF and ORSO (breakout 3) is available at http://www.pwchk.com/home/webmedia/634684635291694452/event_fatca_mpf_orso_mar2012_ps.pdf
Published in: Pensions and Funds
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31
FATCA seminar - overview - 28 March 2012 - Joint Working Group
On 28 March 2012 the joint working group, consisting of the HK Trustees' Association, the HK Investment Funds Association, the Institute of Financial Planners and and number of distributors, tax and legal professionals, held a seminar to discuss the latest developments on FATCA and their impact on financial institutions in Hong Kong. Plese find attached the overview presentation.
Published in: Pensions and Funds
Note that the presentation on MPF and ORSO (breakout 3) is available at http://www.pwchk.com/home/webmedia/634684635291694452/event_fatca_mpf_orso_mar2012_ps.pdf