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  2. MPF Training Programme Module 12: MPF Investment and The Development of The MPF System (2025)

MPF Training Programme Module 12: MPF Investment and the Development of the MPF System (2025)

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Course Code
PE4200930

Start Date: 
2026/11/25

Hours
2.0

Level
Short Course

Fee
$285

Application Form Apply Now

Email
peak@vtc.edu.hk

Enquiry: 28361922

    CPD Programme

Module 12: MPF Investment and the Development of the MPF System (2025)

 

Part 1: MPF Investment

 

  1. Environmental, Social and Governance (ESG) and Sustainable Investing
  • Overview of Sustainable Investing
  • Relevance of ESG factors in MPF investing
  • ESG Integration for MPF Funds
  1. Default Investment Strategy (DIS)
  • Design of the DIS
  • Risks and returns of the DIS
  • Relevant conduct requirements for MPF Intermediaries (MPFIs) when dealing with clients on the DIS

 

Part 2: Other Conduct Issues of MPFIs 

Regulation on Offering of Rebates, Gifts and Incentives

  • Regulatory requirements regarding offering rebates, gifts and incentives
  • Guidance to MPFIs for avoiding contravention of the relevant regulatory requirements
  • Enforcement cases sharing

 

Part 3: Updates on the Development MPF System

  • Updates on MPF full portability

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

 

 

2026/11/25 Date: 25.11.2026
Time: 7:00pm-9:00pm
Duration:2 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai
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Contact

Address: 9/F VTC Tower, 27 Wood Road, Wan Chai, Hong Kong
Telephone: +852 2836 1922     Fax: +852 2891 5707    Email: peak@vtc.edu.hk

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