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Tax Detuctible Voluntary Contributions (TVC) for MPF

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Tax Detuctible Voluntary Contributions (TVC) for MPF 

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Upcoming Class: 30 April 2019

Upcoming Class Introduction

Tax Deductible Voluntary Contributions (TVC) will be offered by MPF Trustees from 1 April 2019. It is important that you are well prepared with the accurate information to pass on to your clients.

Class 1: 30 April (Tue) 14:30pm – 16:30pm

Objectives

This course 強積金中介人培訓 「可扣稅自願性供款」 aims to provide information to help the Intermediaries to understand:

  • The intention, key features and operation issues of this new TVC
  • Code of Conduct and Compliance Issues related to TVC
  • What you can and can’t say to your clients related to TVC
  • Common mistakes and complaints related to TVC

Course Outline

強積金中介人培訓 「可扣稅自願性供款」

  • 「可扣稅自願性供款」的背景及概要
  • 「可扣稅自願性供款」的推行細節
  •  相關中介人操守事宜
  •  其他操守/合規事宜
  •  退休計劃策略

Instructor

Peter Lee is from the Mandatory Provident Fund Authority (MPFA). He has been providing the MPF related topics for all the MPF instructors in Hong Kong for 9 years. It is our honour to have Peter to be the instructor in this CPD class for PolyU. His experience as the regulator in MPFA and training experience as the Train the Trainer instructor will provide deep insights and is good preparation for the bank and insurance professionals.

Target Participants

Professionals in the fields of insurance, financial services and related areas.

Medium of Instruction

Cantonese, supplemented with course materials in Chinese.

Award

Participants who have fulfilled 100% attendance requirement will be awarded a Certificate of Attendance issued by the Institute for Entrepreneurship of The Hong Kong Polytechnic University.

Enquiries

Please call us on 3400 2773 or email us at ife.cdt@polyu.edu.hk for details of application and payment procedures.

 

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