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The relevant employer or the representative employer of a group scheme shall use a specified form to notify the MPFA of a change to the scheme name. Please complete the form:

Where the relevant employer of a scheme is replaced by another relevant employer (including, in the case of a group scheme, another existing relevant employer of the scheme) who undertakes, with effect from the date of the change, the obligations of the original relevant employer in relation to the scheme, notice of change shall be given to the MPFA. Please complete the form:

Employers are required to provide a copy of any document evidencing the change (e.g. written agreement between the original relevant employer, succeeding relevant employer and scheme members, if appropriate, evidencing the consent to the change of the relevant employer) together with the completed form.

 

For a group scheme in which the succeeding relevant employer is a new relevant employer and not an existing relevant employer of the scheme before the change of relevant employer, the succeeding relevant employer is required to provide a Power of Attorney to nominate the representative employer of the scheme:

• Power of Attorney (for scheme with more than one relevant employer)

Where a relevant employer from within a grouping of companies joins or withdraws from a scheme when no replacement is involved, the relevant employer shall use a specified form to notify the MPFA of the change. Please complete the form:

A relevant employer joining a scheme is required to provide a Power of Attorney nominating the representative employer of the scheme:

• Power of Attorney (for scheme with more than one relevant employer) 

These forms are for notification of change of name and/or address only, and should not be used for notification of change of legal entity of the relevant or representative employer.

 

For a registered scheme in which there is a change of name and/or address of a relevant employer or representative employer, the relevant employer or representative employer concerned shall use a specified form to notify the MPFA of the change.

 

For an exempted scheme, the relevant employer or in case of a group scheme, the representative employer, shall use a specified form to notify the MPFA of the change. Please complete the form:

*applicable to registered scheme only

 

In the case of a change of administrator, the relevant employer or the representative employer of a group scheme shall use a specified form to notify the MPFA of the change.

 

For a registered scheme with an MPF exemption certificate where the trustee to be appointed is not an RTC, an application for approval of appointment or retirement of trustee shall be made to the MPFA before retiring or appointing the trustee. For details, please refer to Application for Approval of Appointment/Retirement of Trustee

 

Please complete the form:

A new trustee who is ordinarily resident in Hong Kong and is the holder of a Hong Kong identity card within the meaning of the Registration of Persons Ordinance (Chapter 177, Laws of Hong Kong), or is a body corporate having a place of business in Hong Kong, should provide an undertaking stating that he/it shall perform the functions imposed or conferred on a designated person by the ORSO.

 

The retiring trustee should make an application for releasing his undertaking to perform the functions imposed or conferred on a designated person by the ORSO.

 

Please provide the following documents together with the completed form:

 

• Undertaking by designated person for schemes not participating in a pooling agreement
• Undertaking by designated person for schemes participating in a pooling agreement
• Application for Release from Undertaking by a Designated Person
• Submission to jurisdiction (for offshore scheme only)
• Application for release from submission to the jurisdiction (for offshore scheme only)

*applicable to registered scheme only

 

For a change of name and/or address of the scheme administrator or designated person not caused by change of legal entity, the designated person shall use a specified form to notify the MPFA of the change. Please complete the form:

For a change of representative employer of a group scheme, the representative employer shall use a specified form to notify the MPFA of the change. Please complete the form:

Each of the relevant employers of the group scheme is required to provide a Power of Attorney nominating the representative employer of the scheme:

 

• Power of Attorney (for scheme with more than one relevant employer)