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
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
(852) 2971 0200.

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:
  • Fund prices
  • Monthly investment updates
  • Market updates
  • Financial calculators
  • Download forms

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

Monthly Performance Updates

 

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.