MPF Training Programme Module 6: Conduct of MPF Intermediaries (MPFIs) and Development of the MPF System (2023) (Virtual Class through Zoom)

MPF Training Programme Module 6: Conduct of MPF Intermediaries and Latest Development of the MPF System (Update 2023)

強積金培訓單元六：強積金中介人操守及強積金制度發展 (2023年更新)

Part 1: Findings of Mystery Shopping Programme (MSP) on Selling Practices in respect of TVC

1. Background of MSP and key findings of MSP

2. Major areas for improvements

1. Know-your-client (KYC) procedures
2. Explanation of product features and disclosure of risks
3. Disclosure of information about monetary and non-monetary benefits to be received
4. Recommending products without understanding the customer's circumstances and needs

Part 2: Other Conduct Issues about MPFIs

Safeguard against Dishonest, Criminal or Fraudulent Activities

1. Improper unsolicited calls or telephone marketing activities

2. Falsified application information or documents (including forged copies of MPF exam result)

Part 3: Updates on eMPF Platform

1. Key objectives of eMPF Platform and resulting changes

2. Progress of building eMPF Platform

3. Impact on MPFIs and recommended actions

Q&A

Enrollment

• Enrolments of virtual CPD programmes can only be made online through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en).  Applicants may pay the programme fee by Credit Card (Visa / Master) in the online enrolment system. Only enrolment with completed information and payment will be processed.

• Applicants should upload* the Hong Kong Identity (HKID) Card / Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) for enrollment. Please show your full name both in English and Chinese and your photo only. Other personal information  must be covered.   

* File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.

• All places are allocated on a first-come-first-served basis.

Notification of Class Commencement

Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days^## before class commencement.  Students will receive an email from PEAK with virtual class link and student login ID 3 working days^## before class commencement. Please contact us at 2836 1906 if you do not receive the notification 3 working days^## before the class commencement.

## Working days (exclusive of Saturdays, Sundays and Public Holidays)

For virtual CPD programmes, applicants MUST prepare camera or web cam with stable network connection.

During the class, student must keep the camera on, and stay in front of the camera, otherwise the CPD / CPT hours will be deducted.