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

Institute of Professional Education And Knowledge (PEAK)
Institute of Professional Education And Knowledge (PEAK)
Latest Courses / Seminars Continuing Professional Development
Programme Code
PE4200908
Subject Area
Insurance, Regulatory and Legal Issues
Programme Type
Short Course
Offering Institution
Institute of Professional Education And Knowledge (PEAK)
Contact Hours
2
CPD / CPT Hours
IA: 2 CPD hours
MPFA: 2 Core CPD hours
SFC: 2 CPT hours
HKMA ECF: 2 CPD hours
Please contact 2836 1922 | Institute of Professional Education And Knowledge (PEAK) for the details of class commencement date

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


Entry Requirements

18 years old or above


Remarks

.

Enrollment
Please use the attached enrollment form and follow the “Notes for Applicants” in the form to apply for courses.
All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will be regarded as unsuccessful applications.

 

Deadline for Application
7 working days (Exclusive of Saturdays) prior to class commencement date.

Notification of Class Commencement
Successful applicants will be notified of the class information by the contact method specified on the enrollment form at least 3 working days before class commencement. PEAK will not be responsible for the loss of class notification sent by mail. Please contact us if you do not receive the notification before the class commencement (Tel.: 2836 1906).

Course Fees/Receipt
For a course commencing within 7 working days at the time of enrollment, trainees are required to settle the course fee by cash.

Course fees paid are also non-refundable, except for cases of unsuccessful applications and course cancellation or rescheduling. Fees paid and places enrolled are also not transferable, and request for course swapping will not be entertained.
Trainees will sign and collect the receipt at the first lesson. Fees paid after the enrollment deadline may result in delay in receipt issuing. For those who have not collected the receipts at the first lesson, our staff will contact them for picking up / mailing arrangement. PEAK will not be responsible for any loss in mailing. Trainees will be required to pay an administrative charge of HK$100 for their request for each additional receipt copy. Please send crossed cheque payable to “Vocational Training Council” with a written application attention to “The Course Team” of the Institute. (Inquiry: 2836 1862)

 

Enrollment Form for Programme Application

Please download here

28361922

Online Email Enquiry


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