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Introduction

BOCI-Prudential Trustee Limited

BOCI-Prudential Trustee Limited (“the Company”) is a joint venture founded by BOC Group Trustee Company Limited and Prudential Corporation Holdings Limited. BOC Group Trustee Company Limited is owned by Bank of China (Hong Kong) Limited and BOC International Holdings Limited, which are subsidiaries of Bank of China Limited. As a result, the Company has successfully capitalized on the expertise of retirement scheme administration in the local market and become one of major service providers in the MPF industry, we focus on the mandatory provident fund and retirement scheme businesses and are expanding to cover unit trust trustee and custodian services.

In this section you can identify the name and category of each constituent fund at the scheme level for a selected MPF provider. Please click on "Details" to explore the factsheet of a constituent fund, including information such as investment objective, strategy, performance and top 10 holdings.

Constituent Fund Investment Manager My Choice Mandatory Provident Fund Scheme
My Choice Mandatory Provident Fund Scheme - My Choice Growth Fund FIL Investment Management (Hong Kong) Limited
My Choice Mandatory Provident Fund Scheme - My Choice Balanced Fund Schroder Investment Management (Hong Kong) Limited
My Choice Mandatory Provident Fund Scheme - My Choice Stable Fund Schroder Investment Management (Hong Kong) Limited
My Choice Mandatory Provident Fund Scheme - My Choice Hong Kong Equity Fund FIL Investment Management (Hong Kong) Limited
My Choice Mandatory Provident Fund Scheme - My Choice Hong Kong Tracking Fund State Street Global Advisors Asia Limited
My Choice Mandatory Provident Fund Scheme - My Choice China Equity Fund JF Asset Management Limited
My Choice Mandatory Provident Fund Scheme - My Choice Asia Equity Fund FIL Investment Management (Hong Kong) Limited
My Choice Mandatory Provident Fund Scheme - My Choice Global Equity Fund Franklin Templeton Investments (Asia) Limited
My Choice Mandatory Provident Fund Scheme - My Choice HKD Bond Fund JF Asset Management Limited
My Choice Mandatory Provident Fund Scheme - My Choice Global Bond Fund Franklin Templeton Investments (Asia) Limited
My Choice Mandatory Provident Fund Scheme - My Choice MPF Conservative Fund Schroder Investment Management (Hong Kong) Limited
My Choice Mandatory Provident Fund Scheme - My Choice RMB & HKD Money Market Fund RCM Asia Pacific Limited

Service details

Scheme name: BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme


Company background

Trustee BOCI-Prudential Trustee Limited
Administrator BOCI-Prudential Trustee Limited
Custodian BOCI-Prudential Trustee Limited
Investment manager BOCI-Prudential Asset Management Limited
Experience in HK pension market Since 1981
Head office address 12/F, 24/F (Unit 2403) & 25/F, Citicorp Centre, 18 Whitfield Road, Causeway Bay, Hong Kong
 
Distribution channel
Direct sales N/A
Bank branches N/A
Brokers N/A
Agents N/A
 

Switching

Mechanism (Fund switching / Rebalancing) Fund Rebalancing
Minimum switch-out percentage 5.0%
Cutoff time 18:00
Dealing date (Same day dealing / Forward dealing) Same day dealing
 
(I) Online switching
Switch count limits (Y/N) No
Switching fee (Y/N) No
 
(II) Hardcopy switching
Switch count limits (Y/N) No
Switching fee (Y/N) No
Means of instructions (Original copy / Fax copy) Original copy/ fax copy
 

Publications & statements

(I) Fund fact sheet
Frequency (Monthly / Quarterly) Quarterly
Means of distribution - hardcopy Mail to members once a year
Means of distribution - softcopy Available for web download on quarterly basis
 
(II) Benefit statements
Annual Hardcopy and softcopy
Semi-annual No
Quarterly No
Monthly No
 

Special voluntary contribution arrangement

Name Special Voluntary Contributions
Minimum monthly SVC contribution $300
Minimum lump sum SVC contribution $1,000
Charges on voluntary contribution Standard management fees
 

Account enquiry

Enquiry item Internet Hotline (Handled by call operators) IVRS ATM Service center
Fund price Yes Yes Yes No Yes
Account balance Yes Yes Yes Yes Yes
No. of units held Yes Yes No No Yes
Investment return Yes No No No Yes
Investment switching / rebalancing Yes, fund rebalancing only Yes, fund rebalancing only Yes, fund rebalancing only No No
Asset allocation Yes Yes Yes No Yes
Contribution record Yes, since date joined scheme Yes, since date joined scheme Yes, up to latest 1 record Yes, up to latest 3 records Yes, since date joined scheme
Transaction history Yes, since date joined scheme Yes, since date joined scheme No No Yes, since date joined scheme
View / Update personal information Yes Yes No No Yes
Administration forms / publications Yes Yes Yes No Yes
Operating hours 24 hours Mon - Fri: 09:00-19:00
Sat: 09:00-13:00
24 hours 24 hours Mon - Fri: 09:00-18:00
 

Service pledge

Member enrolment Within 3 business days
Contribution settlement Within 5 business days
Benefits payment Within 30 days
Asset transfer-in settlement Within 5 business days
Information update Within 2 business days
 

Customer contacts

Postal address Unit 2403, 24/F, Citicorp Centre, 18 Whitfield Road, Causeway Bay, Hong Kong
Customer service centre Unit 2403, 24/F, Citicorp Centre, 18 Whitfield Road, Causeway Bay, Hong Kong
Hotline Employer – 2929 3030
Member – 2929 3030
Website http://www.bocpt.com
 

Service details

Scheme name: My Choice Mandatory Provident Fund Scheme


Company background

Trustee BOCI-Prudential Trustee Limited
Administrator BOCI-Prudential Trustee Limited
Custodian BOCI-Prudential Trustee Limited
Investment manager FIL Investment Management (Hong Kong) Limited
Franklin Templeton Investments (Asia) Limited
JF Asset Management Limited
RCM Asia Pacific Limited
Schroder Investment Management (Hong Kong) Limited
State Street Global Advisors Asia Limited
Experience in HK pension market Since 1981
Head office address 12/F, 24/F (Unit 2403) & 25/F, Citicorp Centre, 18 Whitfield Road, Causeway Bay, Hong Kong
 
Distribution channel
Direct sales N/A
Bank branches N/A
Brokers N/A
Agents N/A
 

Switching

Mechanism (Fund switching / Rebalancing) Fund Switching and Rebalancing
Minimum switch-out percentage 5.0%
Cutoff time 18:00
Dealing date (Same day dealing / Forward dealing) Same day dealing
 
(I) Online switching
Switch count limits (Y/N) No
Switching fee (Y/N) No
 
(II) Hardcopy switching
Switch count limits (Y/N) No
Switching fee (Y/N) No
Means of instructions (Original copy / Fax copy) Original copy/ fax copy
 

Publications & statements

(I) Fund fact sheet
Frequency (Monthly / Quarterly) Quarterly
Means of distribution - hardcopy Mail to members once a year
Means of distribution - softcopy Available for web download on quarterly basis
 
(II) Benefit statements
Annual Hardcopy and softcopy
Semi-annual No
Quarterly No
Monthly No
 

Special voluntary contribution arrangement

Name Special Voluntary Contributions
Minimum monthly SVC contribution $300
Minimum lump sum SVC contribution $1,000
Charges on voluntary contribution Standard management fees
 

Account enquiry

Enquiry item Internet Hotline (Handled by call operators) IVRS ATM Service center
Fund price Yes Yes Yes No Yes
Account balance Yes Yes Yes Yes Yes
No. of units held Yes Yes No No Yes
Investment return Yes No No No Yes
Investment switching / rebalancing Yes No Yes No Yes
Asset allocation Yes Yes Yes No Yes
Contribution record Yes, since date joined scheme Yes, since date joined scheme Yes, up to latest 1 record Yes, up to latest 3 records Yes, since date joined scheme
Transaction history Yes, since date joined scheme Yes, since date joined scheme No No Yes, since date joined scheme
View / Update personal information Yes Yes No No Yes
Administration forms / publications Yes Yes Yes No Yes
Operating hours 24 hours Mon - Fri: 09:00-19:00
Sat: 09:00-13:00
24 hours 24 hours Mon - Fri: 09:00-18:00
 

Service pledge

Member enrolment Within 3 business days
Contribution settlement Within 5 business days
Benefits payment Within 30 days
Asset transfer-in settlement Within 5 business days
Information update Within 2 business days
 

Customer contacts

Postal address Unit 2403, 24/F, Citicorp Centre, 18 Whitfield Road, Causeway Bay, Hong Kong
Customer service centre Unit 2403, 24/F, Citicorp Centre, 18 Whitfield Road, Causeway Bay, Hong Kong
Hotline Employer – 2929 3366
Member – 2929 3366
Website http://www.bocpt.com