MPF Core

Tax Deductible Voluntary Contributions (TVCs) for MPF Intermediaries

Overview

To encourage the public to save early for retirement financial planning purpose, legislation has been passed to provide tax incentives for MPF scheme members to make tax deductible voluntary contributions (TVC) starting from 1 April 2019.

This core CPT activity will be delivered by a representative from the MPFA for industry practitioners to have in-depth understanding about tax deductible voluntary contributions (TVC) and related conduct /sale compliance issues.

Objective

To provide important information and training to MPF industry practitioners TVC and related issues.

Content Highlight

1. Key features and operation issues of TVCs
2. Key conduct/compliance issues related to TVCs
3. Other important compliance issues for MPF intermediaries

Who Should Attend

MPF Industry practitioners, e.g., responsible officers, compliance officers and subsidiary intermediaries of principal intermediaries.

Instructor / Speaker

Peter LEE

Mr. Peter Lee, holder of LLB, has over 15 years of experience in financial services compliance/regulation capacity and is currently Manager (Supervision) of the Mandatory Provident Fund Schemes Authority (MPFA). Prior to joining the MPFA, he was a manager of Investment Products Division of the Securities and Futures Commission. Mr. Lee had also acquired the CFA, CFP and FLMI designations.

Administrative Details

Code
TPRMC19000301
Date & Time
Wednesday, 29 May 2019 (12:00 PM - 02:00 PM)
Venue
HKSI Institute Training Centre
Relevant Subject
Regulatory Compliance
Language
Trad. Chi / Cantonese
Hours
SFC:2.00, MPFA:2.00, PWMA:2.00
Fees
Back Enrolment Closed