Module 12: MPF Investment and the Development of the MPF System (2025)
Part 1: MPF Investment
- Environmental, Social and Governance (ESG) and Sustainable Investing
- Overview of Sustainable Investing
- Relevance of ESG factors in MPF investing
- ESG Integration for MPF Funds
- 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