Our Services
We firmly believe that providing quality service to you is the first step in building a long-term relationship. We are always here to help you manage your pension assets efficiently and effectively.
| Schroder Provident Plan Members | Other ORSO Scheme Members |
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| Schroder Retirement Hotline (852) 2843 7778 |
You can talk to our retirement service representative at any time during office hours from Monday to Friday, 9am to 6pm for any investment related enquiries. For Schroder Provident Plan member’s account enquiries, please call |
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| Schroder Retirement Services website www.schroders.com.hk |
The Schroder Retirement Services website provides a wide range of information and tools to help members make better informed investment decisions:
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The following literature and forms are applicable to Schroder Provident Plan members only, other ORSO scheme members please contact your human resources or pension scheme administrator.
Members are kindly reminded to read and understand the offering documents before subscribing to any Schroder Provident Plan portfolio.
The literature and forms below are available for download:
Schroder Provident Plan Explanatory Memorandum
Forms
| For Employee | |
| Action | Forms Download |
| To change investment choice of future contribution/accumulated asset | Change in Asset Allocation/Asset Switching (Quarterly) |
| To change investment choice of future contribution/accumulated asset (Monthly) | Change in Asset Allocation/Asset Switching Form (Monthly) |
| Transfering MPF Benefits | Minimum MPF Benefits Transfer Form |
| For Employers | |
| Action | Forms Download |
| Enrol in Schroder Provident Plan | Application Form (For Employers) |
| Enrol in Schroder Provident Plan | Membership Enrolment Form (For Employees) |
| Amendments to employees details | Notice of Admendments to Employee's Registration Details |
| Stop in contribution | Notice of Stop Contribution |
| Notice of Employee Termination by Employer | Notice of Termination |
| Transfer of Employee | Notice of Transfer |
| Amendment in Salary/ Contribution | Notice to Salary/ Contribution Amendment |
* This is for self-employed person, personal account holder or employee ceasing employment.