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MPF Training Programme : Module One: Default Investment Strategy (DIS) Training for MPF Intermediaries
SFC: 2 CPT hours
HKMA ECF: 2 CPD hours
| Class Code | Commencement Date | Class Location | Medium of Instruction | Apply Online | Class Remarks | Class Status |
| PE4200228(4MAY2024) | 2024.05.04 |
Institute of Professional Education and Knowledge (PEAK)
Institute of Professional Education and Knowledge (PEAK) |
Cantonese supplemented with English |
Date:4.5.2024
Time: 2:00pm - 4:00pm Duration: 2 hours Venue: 9/F, VTC Tower, 27 Wood Road, WanChai |
Introduction
This new MPF core CPD programme is specially designed by MPFA to provide intermediaries with the information about DIS. Subject to vetting by the Legislative Council, the DIS is expected to be launched on 1 April 2017. MPF Intermediaries are reminded that this training programme only provides general information about DIS for MPF Intermediaries. Before conducting marketing activities or giving advice related to DIS of specific schemes, MPF Intermediaries should study information set out in relevant scheme documents; and attend further training provided by Principal Intermediaries or MPF Trustees, if any.
Programme Content
1. What is DIS?
• Background
• Features
2. Implementation of DIS
• Impact on MPF Accounts
• Communication Plan
3. Key Conduct Issues
4. Recap and Q&A
* The programme content may be changed subject to final approval by the authority
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
Tel:28361922
Online Email Enquiry
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