主要推銷刊物 滙豐強積金自選計劃

主要推銷刊物 滙豐強積金自選計劃

3 (1) (2) (3) HSBC Provident Fund Trustee (Hong Kong) Limited 2018 11 1 L-MPF002B(VC) v12/1118 (1118) HSBC Provident Fund Trustee (Hong Kong) Limited Issued by The Hongkong and Shanghai Banking Corporation Limited and HSBC Provident Fund Trustee (Hong Kong) Limited

2019 5 24 2018 11 1 2019 4 1 2019 6 17 20 << >> (i) H (ii) 50% (iii) 50%H H 50 2 L-MPF002B (VC) v02/0519 (0519) 1

21 << >> 50 H57% # # 2018 912 2019 3 2510 (%) 700 10.08 939 9.85 941 9.60 2318 9.06 1398 8.25 3988 5.48 883 4.64 386 3.08 2628 2.92 3968 2.69 << >> Teletext System Thomson Reuters Bloomberg www.hsi.com.hk www.hsi.com.hk 2 HSBC Provident Fund Trustee (Hong Kong) Limited 2019 5 24

2019 4 1 2018 11 1 2019 4 1 << >> 6560 2 <<>> << >> L-MPF002B(VC) v01/0419 (0419) 1

4 << >> 4 << >> 12 << >> << >> << >> 12 << >> 2

12 << >> << >> 13 << >> 2019 4 1 65 3

2019/2020 60,000 5 10 4 1 40 40 (i) (ii) (iii) (i) (iii) 45 4

300 1,000 65 60 162(1)(c) 5

65 60 1. 2. 365 13 << >> 13 << >> 14 << >> << >> 6

<< >> << >> 6560 15 << (c) >> (d) 16 << >> << >> 5 10 4 1 40 40 7

24 (C) <<>> 8 HSBC Provident Fund Trustee (Hong Kong) Limited 2019 4 1

HSBC Provident Fund Trustee (Hong Kong) Limited 2019 3 2019 7 1 2.5(b) 2 2.4(d) 2.4(d) HSBC_VC_SM_Chi (2019-03) 1

HPFT 2 HPFT HPFT 1 HPFT 2.5(a) 2.5(b) 2019 4 www.hsbc.com.hk/mpf (852) 3128 0128 (852) 2583 8033 HSBC Provident Fund Trustee (Hong Kong) Limited HPFT 21A 1. HPFT 6 30 2. 2.1 HPFT HPFT 2

2.2 (a) (b) * * 65* * # # ~ ~ # ~ # ~ # ~ * # ~ * # ~ 3

2.3 65 65 (a) (b) (c) (d) 14 20 (e) 11 4

(f) 2.4 (a) (b) (c) # * HSIF 25.00 10.000 250.00 10.000 250.00 GBF 20.00 20.000 400.00 20.000 400.00 650.00 650.00 # * HSIF 25.00 10.000 250.00 10.000 250.00 GBF 20.00 20.000 400.00 20.000 400.00 650.00 650.00 HSIF GBF # * 2019 6 28 5

(d) CAF 12.00 100.000 1,200.00 100.000 1,200.00 CAF 15.00 80.000 1,200.00 80.000 1,200.00 CAF 2019 1 3117.76 12.09 (e) (f) (g) HPFT HPFT 2.5 (a) 2019 6 27 42019 7 1 11 59 6

(b) 2019 6 20 11 59 2019 6 20 2019 6 21 2019 6 24 2019 6 17 1 2 3 * * 2019 6 17 2019 6 18 2019 6 19 ^ 2019 6 27 4 2019 6 21 2019 6 11 # 2019 6 11 o 2019 6 11 o 2019 6 13 * ^ # (a) 2019 6 27 42019 7 1 11 59 1 2 3 7

3. 3.1 3.2 (a) (b) 3.3 3.2 3.4 HSBC Provident Fund Trustee (Hong Kong) Limited A/C HSBC Mandatory Provident Fund SuperTrust Plus 8

4. 2019 8 2019 7 2 6.3 5. 6. 6.1 4 7 3 6 6.2 2019 6 29302019 6 282019 6 30 2019 7 2 6.3 www.hsbc.com.hk/mpf (852) 3128 0128(852) 2583 8033 7. 500 (852) 3128 0128(852) 2583 8033 (852) 3128 0128 (852) 2583 8033 8. 2019 4 www.hsbc.com.hk/mpf 9

9. *** www.hsbc.com.hk/mpf (852) 3128 0128(852) 2583 8033 HSBC Provident Fund Trustee (Hong Kong) Limited 10

( ) 65 65 60

2 2 4 4 4 4 4 7 7 8 11 12 12 12 12 13 13 13 13 14 15 15 15 15 15 15 15 16 16 16 16 16 16 16 17 24 27 27 2018 11

(a) (b) (c) (d) (a) (b) (b) (a) 18 18 17 2 10 485 65 21 21A 2

(I) (II) 50% 50.5% 100% (II) 100% (III) 2016 7 1 3

2010 11 24 65 1 50 64 1 40% 80% 65 60% 40% 65 20% 80% 1 60% 20% 65 65 2 (a) (b) 2 29 3 1 4

5 65 50 50 64 65 2 64 65 2017 4 1 60 2017 3 31 65 2 65 50 100.0% 0.0% 50 93.3% 6.7% 51 86.7% 13.3% 52 80.0% 20.0% 53 73.3% 26.7% 54 66.7% 33.3% 55 60.0% 40.0% 56 53.3% 46.7% 57 46.7% 53.3% 58 40.0% 60.0% 59 33.3% 66.7% 60 26.7% 73.3% 61 20.0% 80.0% 62 13.3% 86.7% 63 6.7% 93.3% 64 0.0% 100.0% 65 65 50 60 5 65

(i) 2017 4 1 (a) (I) (II) 65 (b) 65 (a)(i) (i) 65 (ii) (i) (ii) (i) (ii) (i) (ii) (c) (a)(ii) (d) (ii) 2017 4 1 2017 4 1 2017 4 1 60 (a) 2017 4 1 2017 4 1 6 65 65 (b) 2017 3 31 (i) (ii) 34B(5) 2017 4 1 2017 3 31 6

7 (c) 2017 3 31 2017 3 31 2017 4 1 (iii) (a) (b) 65 34DD(4) 11 65 34DD(2) 65 0.75% 65 65 65 34DD(4) 11 65 65 65 65 0.2% 65 65 65 65 65 www.hsbc.com.hk/mpf www.mpfa.org.hk 65 www.hkifa.org.hk 3 1 1) 2) (i)

(ii) 1 7(2)(a) (b) 3) 10% 50% 4) 5) 10% 50% A2 P2 37 (a) (b) 8

9 (c) 30% (d) (e) (f) (g) (h)

(i) (j) (k) (l) (i) (ii) (iii) (m) (i) (b) (ii) H (n) (i) 10

11 (ii) 65 +5% 5% 65 65 (iii) 65 15 (iv) 65 65 65 65 65 65 (v) (a) 65 (b) 65 65 64 64 65 20% 64 1 73770 HSBC Provident Fund Trustee (Hong Kong) Limited 1 83 1

1 83 10 14 10 8 73770 60 148A 12

13 149 148B 112 300 1,000 45 (1) - 5 (2) ) - 4

(a) (b) 1. 2. 3. 4. 65 60 162(1)(c) 12 5,000 65 60 65 www.hsbc.com.hk/mpf 14

(a) (b) (c) (d) (e) (f) 3 (A) (B)12 2583 8033 3128 0128 (a) 15% (b) (c) 15

3 6 30 3 73770 c/o HSBC Provident Fund Trustee (Hong Kong) Limited HSBC Provident Fund Trustee (Hong Kong) Limited 2018 11 1 16

11 65 * (HSBC MPF A - MPF Conservative Fund) 90 37 * (i) (ii) (i) (HSBC MPF A - Global Bond Fund) 10% 1 1 1 30% 17

(HSBC MPF A - VC Balanced Fund) 55% 85% (HSBC MPF A - Global Equity Fund) 30% (HSBC MPF A - VC US Equity Fund) 30% (HSBC MPF A - VC European Equity Fund) 30% 18

(HSBC MPF A - VC Asia Pacific Equity Fund) 30% 2 50 2017 6 30 57% 4 50 4 2017 6 30 4 48.20% 5.47% 10.47% 35.86% 2017 6 30 10 5 10.67% 700 10.30% 1299 8.39% 939 7.98% 941 6.21% 1398 4.74% 3988 3.71% 2318 3.27% 1 3.23% 388 2.86% Thomson Reuters Bloomberg www.hsi.com.hk www.hsi.com.hk 19

(board lots) (documented sampling) (optimisation technique) (i)h (ii) 50% (iii) 50% H H H 40 10 2 20

50 H 58% # # 2016 12 2017 6 30 10 1398 10.10% 3988 10.00% 2318 9.73% 939 9.41% 2628 6.44% 386 5.64% 857 3.66% 1288 3.50% 3968 3.33% 2601 2.73% 10 2018 3 H Thomson Reuters Bloomberg www.hsi.com.hk www.hsi.com.hk (board lots) (documented sampling) (optimisation technique) 21

H HSBC MPF A Core Accumulation Fund HSBC MPF A Core Accumulation Fund HSBC MPF A Core Accumulation Fund HSBC MPF A Core Accumulation Fund HSBC MPF A Core Accumulation Fund 60% 55% 65% HSBC MPF A Core Accumulation Fund HSBC MPF A Core Accumulation Fund 30% 22

65 65 65 HSBC MPF A Age 65 Plus Fund 65 HSBC MPF A Age 65 Plus Fund 65 65 65 65 HSBC MPF A Age 65 Plus Fund 30% 65 65 65 65 HSBC MPF A Age 65 Plus Fund HSBC MPF A Age 65 Plus Fund HSBC MPF A Age 65 Plus Fund HSBC MPF A Age 65 Plus Fund 65 20% 15% 25% 23

(A) 1 2 (B) 3 4 5 6 (C) 7 0.75% 0.79% 0.755% 0.79% 65 0.75% * 65 65 0.20% 24

(D) 7 100 100 50 200 50 200 500 1. 2. 3. 4. 5. 6. 7. 0.05% 0.45% 0.055% - 0.045% 0.15% 0.05% 0.45% 0.055% - 0.045% 0.19% 0.05% 0.45% 0.055% 0.10% 0.05% 0.05% 0.05% 0.45% 0.055% 0.10% 0.05% 0.085% # 0.05% 0.41% 0.04% - 0.03% 0.22% 65 # 25 # 65 0.75%

(a)* 34DD(4) 11 65 65 65 65 0.2% 65 65 (a) (b) (a) (b) (b) (c) (A) (B) 12 (d) 2% 1% (dd) 65 0.75% 65 65 (i) (ii) (iii) (iv) 65 65 65 0.75% (e) 3 26

( ) www.hsbc.com.hk/mpf 3128 0128 8,000 5 8,000 4 0.5% 3.25% 34 27