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Manulife HK - IMPORTANT NOTICE · 2020. 5. 10. · Manulife (International) Limited Incorporated in...

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Manulife (International) Limited Incorporated in Bermuda with limited liability 21/F., Tower A, Manulife Financial Centre, 223 231 Wai Yip Street, Kwun Tong, Kowloon, Hong Kong Tel: (852) 2108 1188 Fax: (852) 2104 3504 (MPF) (852) 2571 1541 (ORSO) www.manulife.com.hk A Manulife Financial Company. Corporate Headquarters in Toronto, Canada. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation. March 9, 2015 Ref: ERCCM/10/Adm-2015 IMPORTANT NOTICE Dear Customer, Re: New Arrangement on the Provision of MembersInformation to Employers in the Manulife Global Select (MPF) Scheme Thank you for choosing Manulife as your Mandatory Provident Fund Scheme provider. We have recently conducted a review of our practice of providing members’ information to employers in response to an industry wide discussion and agreement on enhancing the protection of scheme members’ data privacy. Following the review, we will make some changes on our provision of information to employers in 2015 and we are writing to inform you about the changes as follows: Effective Date Summary of Changes April 2015 1. Provision of individual member’s account balance Individual member’s account balance (including employee and employer balance) could only be provided with a written request from employer stating the specific reason(s) for obtaining the information which should be necessary for the administration of the MPF Scheme under the Mandatory Provident Fund Schemes Ordinance 2. Employer Monthly Package Account Statement For transaction record involving member’s account balance shown under the “Cash Account Balance” section, member’s name will not be displayed Transaction record with “zero” amount will not be displayed The “Withdrawals / Transfer” section will be removed 3. Website Enquiry The enquiry service for the “Member’s Accrued Benefits (Employer Portion)” section in e-MPF Employer Online Service will be suspended For transaction record involving member’s account balance shown under the “Cash Account Balance” section, member’s name and certificate number will not be displayed The hyperlink for the amount of total withdrawal benefit under the “Cash Account Balance” section will be removed. Transaction record with “zero” amount will not be displayed 2015/2016 Scheme Year 4. Annual Summary Annual Summary for the Scheme Year of 2014/2015 will be issued as normal No Annual Summary will be issued for the Scheme Year 2015/2016 and thereafter August 2015 5. Notification of member’s withdrawal Notification of members withdrawal of accrued benefits from his/her contribution account will not be issued. Employer is recommended to review their arrangement of paying long service payment or severance payment to their employees. Besides, we would like to take this opportunity to introduce to you a new form named “Employer’s Authorized Specimen Signature Form” for employer to update the record of authorized person(s) and their specimen signature. The authorization is required to be made by the Company Director listed in the latest Annual Return or any person who has the equivalent capacity in the organization. A copy of the form is attached herewith for your utilization when needed or you may download the form from our website www.manulife.com.hk. Thank you for your kind attention. Should you have further queries, please contact your MPF intermediary or call our Employer Customer Service Hotline at (852) 2108 1234. Yours faithfully, Provident Funds Services, Employee Benefits This is a computer printout. No signature is required. The Chinese version of this letter is for reference only. In the event of discrepancies between the Chinese and English versions, the English version shall prevail.
Transcript
Page 1: Manulife HK - IMPORTANT NOTICE · 2020. 5. 10. · Manulife (International) Limited Incorporated in Bermuda with limited liability 21/F., Tower A, Manulife Financial Centre, 223 –

Manulife (International) Limited

Incorporated in Bermuda with limited liability

21/F., Tower A, Manulife Financial Centre, 223 – 231 Wai Yip Street, Kwun Tong, Kowloon, Hong Kong

Tel: (852) 2108 1188 Fax: (852) 2104 3504 (MPF) (852) 2571 1541 (ORSO) www.manulife.com.hk

A Manulife Financial Company. Corporate Headquarters in Toronto, Canada.

Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company

and are used by it and its affiliates including Manulife Financial Corporation.

March 9, 2015 Ref: ERCCM/10/Adm-2015

IMPORTANT NOTICE Dear Customer, Re: New Arrangement on the Provision of Members’ Information to Employers in the Manulife Global Select (MPF) Scheme Thank you for choosing Manulife as your Mandatory Provident Fund Scheme provider. We have recently conducted a review of our practice of providing members’ information to employers in response to an industry wide discussion and agreement on enhancing the protection of scheme members’ data privacy. Following the review, we will make some changes on our provision of information to employers in 2015 and we are writing to inform you about the changes as follows:

Effective

Date

Summary of Changes

April 2015 1. Provision of individual member’s account balance Individual member’s account balance (including employee and employer balance) could only be

provided with a written request from employer stating the specific reason(s) for obtaining the

information which should be necessary for the administration of the MPF Scheme under the Mandatory Provident Fund Schemes Ordinance

2. Employer Monthly Package – Account Statement For transaction record involving member’s account balance shown under the “Cash Account

Balance” section, member’s name will not be displayed Transaction record with “zero” amount will not be displayed The “Withdrawals / Transfer” section will be removed

3. Website Enquiry The enquiry service for the “Member’s Accrued Benefits (Employer Portion)” section in e-MPF

Employer Online Service will be suspended For transaction record involving member’s account balance shown under the “Cash Account

Balance” section, member’s name and certificate number will not be displayed The hyperlink for the amount of total withdrawal benefit under the “Cash Account Balance” section

will be removed. Transaction record with “zero” amount will not be displayed

2015/2016 Scheme Year

4. Annual Summary Annual Summary for the Scheme Year of 2014/2015 will be issued as normal No Annual Summary will be issued for the Scheme Year 2015/2016 and thereafter

August 2015 5. Notification of member’s withdrawal Notification of member’s withdrawal of accrued benefits from his/her contribution account will not be

issued. Employer is recommended to review their arrangement of paying long service payment or severance payment to their employees.

Besides, we would like to take this opportunity to introduce to you a new form named “Employer’s Authorized Specimen Signature Form” for employer to update the record of authorized person(s) and their specimen signature. The authorization is required to be made by the Company Director listed in the latest Annual Return or any person who has the equivalent capacity in the organization. A copy of the form is attached herewith for your utilization when needed or you may download the form from our website www.manulife.com.hk. Thank you for your kind attention. Should you have further queries, please contact your MPF intermediary or call our Employer Customer Service Hotline at (852) 2108 1234. Yours faithfully, Provident Funds Services, Employee Benefits

This is a computer printout. No signature is required. The Chinese version of this letter is for reference only.

In the event of discrepancies between the Chinese and English versions, the English version shall prevail.

Page 2: Manulife HK - IMPORTANT NOTICE · 2020. 5. 10. · Manulife (International) Limited Incorporated in Bermuda with limited liability 21/F., Tower A, Manulife Financial Centre, 223 –

Manulife (International) Limited

Incorporated in Bermuda with limited liability

21/F., Tower A, Manulife Financial Centre, 223 – 231 Wai Yip Street, Kwun Tong, Kowloon, Hong Kong

Tel: (852) 2108 1188 Fax: (852) 2104 3504 (MPF) (852) 2571 1541 (ORSO) www.manulife.com.hk

A Manulife Financial Company. Corporate Headquarters in Toronto, Canada.

Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company

and are used by it and its affiliates including Manulife Financial Corporation.

參考编號 : ERCCM/10/ADM-2015

重要通告

敬啟者 :

宏利環球精選(強積金)僱主計劃內發放僱員資料給僱主的新安排

感謝貴公司一直以來選用宏利作為強積金服務供應商。

因應業界最近就提升保障計劃成員的資料私隱而作出的討論和協議,我們重新檢視及釐訂宏利強積金計劃內向

僱主發放的僱員資料。我們特透過本函,通知貴公司有關下列於 2015 年逐步生效的資料發放安排。

生效日期 更改事項

2015 年 4 月 1. 個別成員的帳户結餘之資料發放

僱主必須以書面申請並列明原因以索取個別成員的帳户結餘之資料 (包括僱員及僱主

的帳户結餘),而該原因必須與執行《強制性公積金計劃條例》下有關管理該僱員的

強積金計劃事宜有其必須的關係

2. 僱主每月資料報表 – 會計報表

如「現金戶口結存」部份的有關項目涉及披露計劃成員的帳戶結餘資料,該成員之姓

名將不被顯示

零款項之項目將不被顯示

「支出/轉移」部份將停止編印

3. 網上查詢

於 e-MPF 僱主網上服務帳戶資料內的「成員累算權益 (僱主部份)」部份將停止服務

如「現金戶口結存」部份的有關項目涉及披露計劃成員的帳戶結餘資料,該成員之姓

名及其成員編號將不被顯示

「現金戶口結存」部份的有關成員退出計劃而轉入之款項的超連結將被移除

零款項之項目將不被顯示

2015/2016

計劃年度

4. 周年報告表

2014/2015 計劃年度之周年報告表將會是最後一年發放

由 2015/2016 計劃年度開始, 停止發放周年報告表

2015 年 8 月 5. 申索累算權益通知

成員申索僱主帳戶累算權益後的通知將會停止發放 (建議僱主檢討現行支付長期服務

金或遣散費給僱員之安排)

此外,如需更新僱主之獲授權人士資料及其簽署式樣,可使用「僱主獲授權人士簽名式樣表格」以作更新。所

有授權事宜須由貴公司週年報表內之公司董事,或於貴機構內有同等授權能力之人士作出。隨函謹附上表格的

副本以供日後使用,貴公司亦可於宏利網頁www.manulife.com.hk下載有關表格。

感謝貴公司的關注。如有任何疑問,歡迎聯絡貴公司的強積金中介人或致電宏利僱主熱線 (852) 2108 1234 查

詢。

僱員福利公積金服務部

謹啟

2015 年 3 月 9 日

此為電腦編印信件,毋須簽署。

本函之中文譯本只供參考用途,若與英文版本有異,一概以英文版本為準。

Page 3: Manulife HK - IMPORTANT NOTICE · 2020. 5. 10. · Manulife (International) Limited Incorporated in Bermuda with limited liability 21/F., Tower A, Manulife Financial Centre, 223 –

Employer’s Authorized Specimen Signature Form僱 主 獲 授 權 人 士 簽 名 式 樣 表 格

1. Employer (Company) Name 僱主(公司)名稱:

2. Please ✔ and indicate the MPF Sub-Scheme Number/ORSO Group Number where changes are applicable. 請寫上適用的強積金附屬計劃編號/職業退休計劃團體保單編號,並在適當的 □ 內填上 ✔ 號。

MPF Sub-Scheme Number 強積金附屬計劃編號: Billing Class Number 分組編號:

ORSO Group Number 職業退休計劃團體保單編號: Sub-Group Number 分組編號:

3. Effective Date of Change 生效日期: (dd日 / mm月 / yyyy年)/ /

Please stick on a Sub-Scheme Number label (if applicable)請貼上附屬計劃編號標籤 (如適用)

(1)

(2)

(3)

(4)

(5)

(6)

注意事項:更改僱主資料將會更新閣下的強積金附屬計劃(「附屬計劃」)/職業退休計劃團體保單(「團體保單」)資料。宏利在處理本表格後,同一附屬計劃/團體保單將按新提供之資料繼續運作,供款模式將不會被中斷。就附屬計劃/團體保單的運作而言,先前以其他函件提供而已辦理的所有其他資料將維持有效,包括但不限於各僱員的受僱日期。

宏利將於收訖本填妥表格或有關文件(如有)後處理是項申請。

宏利、核准受託人及強制性公積金計劃管理局(簡稱「積金局」)可使用從閣下收集及關於閣下的資料以處理閣下在本表格內要求更新僱主資料的事宜。

聯絡人/獲授權人士的資料乃因應其職務身份而收集。

宏利將不承擔核實更改之責任或就此提供意見。本公司建議僱主尋求獨立的專業意見,以決定向宏利發出適當的指示。在閣下與宏利達成協議前,任何人均不會獲授權就此代表宏利。

請將填妥的表格傳真至 2104-3504 或交回本表格底部之宏利通訊地址。

(1)

(2)

(3)

(4)

(5)

(6)

Notes :Change of employer particulars will update your MPF sub-scheme ("sub-scheme")/ORSO group ("group") information. When this form is processed by Manulife, the same sub-scheme/group will continue to operate in accordance with the new information without interruption on contribution. All other information previously provided under any other correspondences which have been processed by Manulife including but not limited to the date of employment of various employees shall remain valid for the operation of the sub-scheme/group. Manulife will process this change request upon receipt of this completed form and all pertinent document(s), if any.The information collected from you and in respect of you can be used by Manulife, approved trustees and the Mandatory Provident Fund Schemes Authority ("MPFA") in activities relating to updating the employer particulars as requested in this Form.The information of the contact person(s)/authorized person(s) is collected in their of�cial capacities.Manulife shall assume no responsibility to verify or advise on the changes. Employers are advised to take independent professional advice to determine the appropriate instructions to Manulife. No authority is given to anybody to represent Manulife in this regard without prior agreement between you and Manulife.Please return completed form to us either by fax to 2104-3504 or by mail to our address as appeared at the bottom of this form.

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ISO9001

Certified to ManulifeEmployee Benefits

Manulife (International) Limited (Incorporated in Bermuda with limited liability)宏利人壽保險(國際)有限公司(於百慕達註冊成立之有限責任公司)

Please ✔ where appropriate and update the relevant information in BLOCK LETTERS. 請在適當的地方加上 ✔ 號,並以正楷填寫所需更改的資料 。

Addition of Authorized Person 新增獲授權人士

Full Name 全名1.

Title 職銜

Specimen Signature 簽署式樣

HKID Card No. 香港身份證號碼 :

Passport No. 護照號碼 :

(Please provide HKID Card or Passport Copy 請附上香港身份證或護照副本)Identity No. 證件號碼

Nationality 國藉Authorized for 獲授權指示

If there is no ✔ , the change(s) is/are deemed to apply both for the Member Record Changes and Policy/Plan Document Amendments. 如沒有 ✔ 號, 則更改將視作同時適用於僱員資料更新及保單計劃內容更改。

Member Record Changes 僱員資料更新

Policy/Plan Document Amendments 保單計劃內容更改

For ORSO Scheme, please provide the following information (not applicable for MPF scheme)職業退休計劃的僱主,請提供以下資料(強積金附屬計劃不適用):

Full Name 全名2.

Title 職銜

Specimen Signature 簽署式樣

HKID Card No. 香港身份證號碼 :

Passport No. 護照號碼 :

(Please provide HKID Card or Passport Copy 請附上香港身份證或護照副本)Identity No. 證件號碼

Nationality 國藉Authorized for 獲授權指示

If there is no ✔ , the change(s) is/are deemed to apply both for the Member Record Changes and Policy/Plan Document Amendments. 如沒有 ✔ 號, 則更改將視作同時適用於僱員資料更新及保單計劃內容更改。

Member Record Changes 僱員資料更新

Policy/Plan Document Amendments 保單計劃內容更改

For ORSO Scheme, please provide the following information (not applicable for MPF scheme)職業退休計劃的僱主,請提供以下資料(強積金附屬計劃不適用):

Section I - Employer Details 第 一 部 分 - 僱 主 資 料

Section II - Authorized Instruction 第 二 部 分 - 授 權 指 示

Page 4: Manulife HK - IMPORTANT NOTICE · 2020. 5. 10. · Manulife (International) Limited Incorporated in Bermuda with limited liability 21/F., Tower A, Manulife Financial Centre, 223 –

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The Chinese version of this form is for reference only. In the event of discrepancies between the Chinese and English versions, the English version shall prevail.本表格之中文譯本只供參考用途,若與英文版本有異,一概以英文版本為準。

Completed form should be sent to the scheme administrator,"Provident Funds Services, Manulife (International) Limited, 21/F., Tower A, Manulife Financial Centre, 223 - 231 Wai Yip Street, Kwun Tong, Kowloon, Hong Kong".

請將填妥的表格寄交計劃管理人「香港九龍觀塘偉業街223 - 231號宏利金融中心A座21樓宏利人壽保險(國際)有限公司公積金服務部」。

I/We being the Employer under the above Sub-scheme/Group hereby declare that the information provided above are true and correct and understand all the terms and implication in respect of the above instructions.本人/吾等為以上附屬計劃/團體保單的僱主,謹此聲明以上提供的資料均屬真實及正確,並明白以上指示的各項條款及含義。

The information provided on this form is collected to enable Manulife to update our sub-scheme/group particulars for the purpose of administering the products/services provided by all companies within the Manulife group of companies in Hong Kong and also companies which provide trustee/custodian services. The information may be transferred to other division(s) within Manulife or other parties including delegates, intermediaries or any service providers of Manulife, for such purpose(s) or for a purpose directly related to such purpose(s). The MPFA and other regulatory bodies in any jurisdiction shall be authorized to inspect any information under the scheme. All data processes may involve a transfer of information to places either within or outside the Hong Kong Special Administrative Region. We are required to supply the information in this form and failure to do so may result in our request being delayed. By writing to the Privacy Of�cer of Manulife - Employee Bene�ts, we can request access to and correction of our personal data (if applicable). All information may be treated by Manulife in the same manner as mentioned in the “Notice to Customers relating to the Personal Data (Privacy) Ordinance” (“Notice”). In case we have not read the Notice before, we can obtain such Notice from our Manulife’s intermediary or through Manulife’s website at www.manulife.com.hk.本表格所提供之資料乃供宏利更新吾等之附屬計劃/團體保單資料,以作為管理由宏利集團旗下於香港的所有公司以及為宏利提供信託/託管服務的公司所提供的產品與服務之用。為達致該等目的,或直接與該等目的有關的目的,所提供的資料可移轉予宏利內其他部門或其他人士/團體,包括宏利的受委托者、中介人或任何服務提供者。積金局及任何司法管轄區的監管團體將獲授權查看計劃內的任何資料。所有資料處理過程或會涉及資料移轉至香港特別行政區及以外區。吾等須提供本表格所需的資料,否則吾等之要求或會因此而被延誤。吾等有權以書面通知宏利僱員福利部之個人資料主任,要求索閱及更改個人資(如適用)。宏利可按於《有關〈個人資料(私隱)條例〉的客戶通知》(「通知」)所述,處理有關資料。假如吾等未有細閱該通知,吾等可從吾等的宏利中介人或透過宏利網址www.manulife.com.hk取得該通知。

We undertake that if there is any change in the information provided, we shall notify Manulife as soon as reasonably practicable. We also undertake to supply additional information in respect of our company or our member(s) to Manulife upon request for the purpose of complying with the Anti-Money Laundering and Counter-Terrorist Financing (Financial Institutions) Ordinance.吾等承諾假使所提供的資料有任何更改,吾等將於合理的切實可行範圍內盡快通知宏利有關之改動。吾等並承諾會因應宏利的要求提供本公司或吾等之僱員的附加資料以遵守《打擊洗錢及恐怖分子資金籌集(金融機構)條例》。

Full Name of Company Director (In Block Letters)公司董事之全名(正楷)

Signature of Company Director with Company Chop公司董事簽署及公司印章

Authorization 授權

Date Signed簽署日期

Deletion of Authorized Person 刪減獲授權人士

Full Name 全名 Title 職銜

Full Name 全名 Title 職銜

Section III - Declaration 第 三 部 分 - 聲 明

(Only accept authorization by Company Director listed in the latest Annual Return. Please provide a copy of Annual Return for Limited Company / Certi�ed Extract of Information on the Business Register issued by the Business Registration Of�ce for Sole Proprietor or Partnership (documents should be issued within 2 years at submission) together with this change request.只接受週年報表內之公司董事之授權,請提供最近兩年之週年報表 / 由商業登記署發出之獨資經營者或合夥人資料副本以作參考)


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