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Institute of Professional Education And Knowledge

MPF Training Programme Module 11: Conduct Issues for MPF Intermediaries and the Development of the MPF System (2025)

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Course Code
PE4200908

Start Date: 
To Be Advised

Hours
2.0

Level
Short Course

Application Form

Email
peak@vtc.edu.hk

Enquiry: 28361922

    CPD Programme

MPF Training Programme  Module 11: Conduct Issues for MPF Intermediaries and the Development of the MPF System (2025)  

Part 1: Conduct issues on MPFIs

1. Cessation of unsolicited calls for marketing MPF-related products or services

  • Background and reasons for the cessation of unsolicited telemarketing activities
  • Continuous obligations of MPF Intermediaries (MPFIs)

2. Prevention of Corruption in MPF Business

  • Probity requirements for MPFIs
  • Anti-corruption publications issued by ICAC

3. Handling of applications for early withdrawal of accrued benefits on grounds of permanent departure from Hong Kong

  • Standards of conduct expected of MPFIs’ handling on permanent departure claims

4. Compliance with CPD requirements and the relevant spot-checking exercise

  • Ongoing continuing training requirements
  • Spot-checking exercise for compliance with CPD requirements

 

Part 2: Updates on the Development of the MPF System:

1. Public consultation on MPF full portability

2. Information on abolition of MPF offsetting arrangement

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours:                                 2

MPFA Core CPD Hours:                 2

SFC CPT Hours:                              2

HKMA ECF CPD Hours                   2

 

 

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