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MPF for the self-employed

Managing your MPF

Managing my MPF

How do I manage my MPF?

With a wide range of information and services at your fingertips, MPF management has never been easier.

When your situation changes

If your income comes from the production or trade in goods or services, and you're not an employee, then you're most probably self-employed. In general, sole proprietors and partners in a business are regarded as self-employed.

Once you're self-employed, you'll have to enrol yourself in an MPF scheme and make mandatory contributions.
 

You must notify the administrator before 1 June each year of your relevant income for the next financial year of the scheme (ie 1 July to 30 June). We'll send you a letter together with a Self-employed Person Relevant Income Declaration Form in April each year requesting to be notified of your relevant income. If we don't hear from you, it'll be regarded as acknowledgement that your relevant income has not changed from the last financial year.

With MPF, you need to assess a service provider's financial strength, commitment, experience, flexibility and customer service. Join HSBC MPF today for peace of mind.

When you reach retirement age or would like to withdraw your accrued benefits, visit the section on how you can withdraw accrued benefits.

Check your MPF account balances and other information online

HSBC Online Banking and HSBC HK Mobile Banking allow you to check your MPF account balances, account returns, asset distribution, contribution history (last 18 months for HSBC Online Banking and last 12 months for HSBC HK Mobile Banking) and change your investment allocation. In addition, you can view or download Member Benefit Statements in the HSBC Online Banking.

If you're an existing HSBC Online Banking user, you can log on and access your MPF account by HSBC Online Banking or HSBC HK Mobile Banking.

 
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We provide comprehensive e-Services to help you to manage MPF account easily anytime, anywhere.

 
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Summary of how individual constituent fund in HSBC MPF scheme is performing.

 
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A report on the investment objectives, portfolio allocation and holdings, and market commentary for each constituent fund.

 
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A summary of account movements for the current financial year and since you joined the scheme.

MPF Hotlines

HSBC MPF Member Hotline: +852 3128 0128

HSBC MPF Employer Hotline: +852 2583 8033

 

Our MPF member hotline is a 24-hour interactive voice response system that helps members manage their MPF accounts.

 
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Want the best for your retirement years? Our calculator can help you estimate how much retirement savings you will need based on your goals and dreams.

 
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Already retired? Use this tool to estimate how likely your retirement savings will last based on your lifestyle and plot a spending plan.

 

Find your nearest branch offering an MPF drop-in box and MPF services.

Monitor and manage your MPF

You can monitor and manage your MPF account at any time through:

  • Our MPF website
  • Online and mobile banking
  • Our MPF member hotline at +852 3128 0128
  • Our ATMs
  • Our branch network
  • MPF videos
  • Quarterly Fund Fact Sheet
  • Monthly Fund Performance Summary

 

Managing your MPF account is easy through our online banking services. You can check your MPF account balances and change your investment allocation whenever you want.

If you're a registered online banking user, you can automatically access your MPF account information through Personal Internet Banking or HSBC HK Mobile Banking provided you use the same identification numbers, namely your Hong Kong ID or passport number, for your MPF account and your bank or credit card account.

Instant access to the information you need regarding your MPF account:

Ways to check MPF account information
MPF account information

HSBC Online Banking

(for personal customers)

HSBC HK Mobile Banking
(for personal customers)

MPF Member hotline

(852) 3128 0128

HSBC and Hang Seng Bank ATMs
Consolidated bank statement1
Latest contribution

 



N/A
Total account balance

 


Account balance by employer or by fund


(by account)

N/A

 

(by account)

Latest unit prices of funds

 
N/A
N/A
Fund information

  N/A N/A
N/A
Change of investment allocation

(For portfolio rebalance, asset switch and contribution redirection only)


(For portfolio rebalance, asset switch and contribution redirection only)

(portfolio rebalance and contribution redirection only)
N/A
N/A
Changing online banking password or MPF phone PIN
Changing online password
N/A Changing MPF phone PIN
N/A
N/A
Forms
Commonly used forms
N/A N/A
N/A
N/A
Ways to check MPF account information
MPF account information
Latest contribution

HSBC Online Banking

(for personal customers)


HSBC HK Mobile Banking
(for personal customers)

 

MPF Member hotline

(852) 3128 0128


HSBC and Hang Seng Bank ATMs

Consolidated bank statement1
N/A
MPF account information
Total account balance

HSBC Online Banking

(for personal customers)


HSBC HK Mobile Banking
(for personal customers)
 

MPF Member hotline

(852) 3128 0128


HSBC and Hang Seng Bank ATMs

Consolidated bank statement1

MPF account information
Account balance by employer or by fund

HSBC Online Banking

(for personal customers)


HSBC HK Mobile Banking
(for personal customers)

(by account)

MPF Member hotline

(852) 3128 0128


HSBC and Hang Seng Bank ATMs
N/A
Consolidated bank statement1

 

(by account)

MPF account information
Latest unit prices of funds

HSBC Online Banking

(for personal customers)


HSBC HK Mobile Banking
(for personal customers)
 

MPF Member hotline

(852) 3128 0128


HSBC and Hang Seng Bank ATMs
N/A
Consolidated bank statement1
N/A
MPF account information
Fund information

HSBC Online Banking

(for personal customers)


HSBC HK Mobile Banking
(for personal customers)
 

MPF Member hotline

(852) 3128 0128

N/A
HSBC and Hang Seng Bank ATMs
N/A
Consolidated bank statement1
N/A
MPF account information
Change of investment allocation

HSBC Online Banking

(for personal customers)


(For portfolio rebalance, asset switch and contribution redirection only)
HSBC HK Mobile Banking
(for personal customers)


(For portfolio rebalance, asset switch and contribution redirection only)

MPF Member hotline

(852) 3128 0128


(portfolio rebalance and contribution redirection only)
HSBC and Hang Seng Bank ATMs
N/A
Consolidated bank statement1
N/A
MPF account information
Changing online banking password or MPF phone PIN

HSBC Online Banking

(for personal customers)

Changing online password
HSBC HK Mobile Banking
(for personal customers)
N/A

MPF Member hotline

(852) 3128 0128

Changing MPF phone PIN
HSBC and Hang Seng Bank ATMs
N/A
Consolidated bank statement1
N/A
MPF account information
Forms

HSBC Online Banking

(for personal customers)

Commonly used forms
HSBC HK Mobile Banking
(for personal customers)
N/A

MPF Member hotline

(852) 3128 0128

N/A
HSBC and Hang Seng Bank ATMs
N/A
Consolidated bank statement1
N/A

1 Applicable to HSBC Global Private Banking, HSBC Premier Elite, HSBC Premier, HSBC One or Personal Integrated Account customer, and subject to some circumstances. Please refer to the Section ‘Mail statements’ in Member Service Guide for the details.

View a demonstration of online banking services.  

Additional information

Important notes

  • The information contained here is for reference only and will be updated without notice. The provisions of the Mandatory Provident Fund Schemes Ordinance, other applicable legislation/regulations and guidelines or announcements published by the Mandatory Provident Fund Schemes Authority shall prevail for any information on MPF system. If you are in doubt about the meaning or the effect of the contents of this website, you should seek independent professional advice.
  • Investment involves risks. Past performance is not indicative of future performance. The value of financial instruments, in particular stocks and shares, and any income from such financial instruments, may go down as well as up. For further details including the product features and risks involved, please refer to the MPF Scheme Brochure.