Tax Detuctible Voluntary Contributions (TVC) for MPF
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.
