User Manual for the eService
Contents
1. AARRE RAE all Quarterly Return on Complaints MPF Registration No IC999997 3 Frontline Regulator s Insurance Authority Annual Return Status Active View Submission History Basic Information Type A Regulatee Qualification Responsible Officer Compliance Officer Contact Person Online Demo Business Registration No 12345678 Email Address xxx taitai com Telephone No 23456789 Fax No 45674567 Address of Principal Place of Business in Hong Kong English FIT ROOM 723NA4 22 F RINCK A SIICCESS RIINI DINA RA SIICCFESS STRFFT CFNTR AI Version 2 December 2014 Page 20 Download the Template of the Quarterly Return on Complaints IV 2 Please click the DOWNLOAD button at the bottom of the page to download the template of the Quarterly Return on Complaints and prepare it in Microsoft Excel program The Microsoft Excel file should be saved by a file name using the format of xQYYYY_Reg no J General Information all Quarterly Return on Complaints Annual Return View Submission History Co Online Demo Version 2 December 2014 Quarter Example 2Q2015_IC999999 Last Login Attempt 10 12 2014 14 26 Successful Year 2014 First Quarter x AEEA ELE J AH Quarterly Complaint_Return_Template xls Z 82 Microsoft Office Excel 97 2003 LEX 1 02 t www mpfa org hk PARE eatse ZA E SCREW E S2FSRREROEE TELA ie 9 3 mR Bibs ela WARMER Frise e A EERE2. JE s Pa p Email Address Attached Return te To download the template click E DownLoao Note Please use the following format xQYYYY_Reg no for file name Example 2Q2015_IC999999 xls or 2Q2015_IC999999 xIsx Mandatory field Uploading Quarterly Return On Complaints Limited Browse Cancel SUBMIT Page 21 Input Required Information and Submit IV 3 Fill in ALL fields on the Quarterly Return on Complaints form and upload the prepared return file by clicking the Browse button Then press the SUBMIT button to complete the submission Once submitted the information cannot be changed using the eService fe Uploading Quarterly Return On Complaints General Information Year 2014 x all Quarterly Return on Complaints Quarter First Quarter x i PI MPF Reg No IC999997 Annual Return PI Name Tai Tai Insurance Company Limited View Submission History Conia O08 oe r Co T Dieses Contact Person Ms Chan Position Manager Telephone No 34567890 Fax No Email Address Attached Retu rnNote 1Q2014_1C999997_xIs Browse Cancel To download the template click amp Down oap Note Please use the following format xQYYYY_Reg no for file name Example 2Q2015_IC999999 xIs or 2Q2015_IC999999 xIsx Mandatory field Please click the Submit button for file submission SUBMIT Version 2 December 2014 Page 22 Submit NIL Return IV 4 For NIL return please tick the
3. please submit HARDCOPY Form RP to the MPFA to reset password BACK SUBMIT Disclaimer System Requirement Privacy Policy Terms and Conditions Contact Us Best viewed with Internet Explorer 8 0 or above with 1024 X 768 resolution Version 2 December 2014 Page 14 II 13 For Subsidiary Intermediaries Individuals please input the Login ID and the personal or business email address previously registered with the MPFA The MPFA will then send the new password to that Email Address Alternatively if no Email Address has been registered with the MPFA or that registered email address is forgotten please click on HARDCOPY Form RP to access the form and return it to the MPFA Please see below oa A tt 2s A et BATE BG MANDATORY PROVIDENT FUND SCHEMES AUTHORITY Subsidiary Intermediary Login Login ID Password Forqot Password 2389 Refresh Please enter the number as shovm in this box If you can t see the number clearly please click refresh to get another set of number SUBMIT Disclaimer System Requirement System Maintenance Schedule Privacy Policy Terms and Conditions Contact Us Best viewed with Internet Explorer 8 0 or above with 1024 X 768 resolution Relevant online demonstrations are available at https eservices mpfa org hk eservice eng demo do Version 2 December 2014 Page 15 Password Security 11 14 Please take necessary measures to keep your passwords safe and secur
4. under the MPFSO if the results show that I have failed to comply with any MPF continuing training requirements r I declare that to the best of my knovdedge and belief the information given in this CPD Annual Return is correct and complete ote Note Warning Section 43E 1 of the MPFSO makes it an offence punishable with a maximum of 1 year s imprisonment and a fine of 100 000 for the first occasion and 2 years imprisonment and a fine of 200 000 on each subsequent occasion for a person who makes a statement that the person knows to be false or misleading in a material aspect or recklessly makes a statement which CONFIRM amp SUBMIT is false or misleading in a material aspect Confirm amp Submit V 10 Please ensure that the input information entered is CORRECT before pressing the CONFIRM amp SUBMIT button Version 2 December 2014 Page 30 Submission Date amp Time and Submission ID Reference Number V 11 After pressing the CONFIRM amp SUBMIT button the submission date and time and Submission ID reference number will be shown A Sita User Manual Security Tips MANDATORY PROVIDENT FUND SCHEMES AUTHORITY AMERRE EB SE AG Home gt CPD Annual Return Welcome C SI 041454 Last Login Attempt New Account CPD Annual Return J General Information Submission has been received on Feb 17 2015 11 21 10 AM CPD Annual Return Submission ID reference number SICPD 150217 00002 If you need to re
5. A TE User Manual Security Tips Change Password Logout i Home gt General Informabon AUNAASNATAY MANDATORY PROVON FUMO Sos AUO nT e Welcome 6 amp S 038952 Last Login Attemptrs0 01 2015 19 36 Successful Subsidiary Intermediary Generai Information B Print Name Happy Insurance Agency Limited MPF Registration No A999999 Frontline Regulator s Insurance Authority Status Active Basic Information Regulatee Qualification Contact Person Business Registration No o0oggg9gg9 Email Address xxx happyinsurance com Telephone No 27360000X Fax No 300 500X Address of Principal Place of Business in Hong Kong Relevant online demonstrations are available at https eservices mpfa org hk eservice eng demo do Version 2 December 2014 Page 19 IV QUARTERLY RETURN ON COMPLAINTS AGAINST MPF INTERMEDIARIES Quarterly Return on Complaints to be Delivered by MPF Principal Intermediaries IV 1 Principal Intermediaries can click on the Quarterly Return on Complaints button on the left menu bar to submit a quarterly return on complaints to the MPFA A A Hina User Manual Security Tips Change Password Logout y Dai i Home gt General Information tt 2 Ae at A S MANDATORY PROVIDENT FUND SCHEMES AUTHORITY Welcome Tai Tai Insurance Company Limited Last Login Attempt 10 12 2014 15 09 Successful Principal Intermediary N General Information B Print General Information Name Tai Tai Insurance Company Limited
6. Telephone No 23456789 Fax No 45674567 Address of Principal Place of Business in Hong Kong English Hra A z pe A fl User Manual Security Tips ch i Logout Welcome C 51 003719 Last Login Attempt 07 01 2015 09 26 Success y RUNLRSUATAN Mannan Mowndsa Aag SOAN ADO Home gt General Information Subsidiary Intermediary Genera Information B Pnn Name net vas Man MPF Registration No 399999 Frontline Regulator s Insurance Authority Status Active Registr adon Informahon Basic Information Regulatee Qualification Please feud below your registration hestory of MPF etermeciary for the past 3 years Registration Date Revocation Date Revocation on Disciplinary Ground W12 2012 Desquakixabon Penod Gf appbcable Version 2 December 2014 Page 35 VII LOG OUT VIll 1 Intermediaries should log out of the eService by clicking on Logout at the top right hand corner after completing their business on the site Pa a b A Waa User Manual Security Tips Change Password Logout Welcome Tai Tai Insurance Company Limited Last Login Attempt 08 12 2014 12 26 Successful MANDATORY PROVIDENT FUND SCHEMES AUTHORITY A AIS CET EENE Home gt View Submission History SEN View Submission History f General Information Type all Quarterly Return on Complaints Status Annual Return SUBMIT View Submission History Submission ID Date Type Status Download gt PIANR 141208 08 12 20
7. Version 2 December 2014 Page 33 VII ONLINE DEMONSTRATION VILA Intermediaries can click on Online Demo on the top and left menu bars to view an online demonstration on how to use the eService Please see Ng AA YE A Ret BE MANDATORY PROVIDENT FUND SCHEMES AUTHORITY E ervi C e Subsidiary Intermediary Login Login ID Password Forgot Password 2791 Refresh Please enter the number as shovm in this box If you can t see the number clearly please click refresh to get another set of number SUBMIT Disclaimer System Requirement System Maintenance Schedule Privacy Policy Terms and Conditions Contact Us Best viewed with Internet Explorer 8 0 or above with 1024 X 768 resolution Version 2 December 2014 Page 34 User Manual ec SCHEMES AUTHORITY Welcome Tai Tai Insurance Company Limited l Home gt General Information BTE RE r A MANDATORY PROVIDENT FUND Last Login Attempt 04 12 2014 16 31 Successful Principal Intermediary General Information Print General Information Tai Tai Insurance Company Limited Unea AARRARAT Quarterly Return on Complaints MPF Registration No IC999997 Frontline Regulator s Insurance Authority Annual Return Status Active View Submission History Basic Information Type A Regulatee Qualification Responsible Officer Compliance Officer Contact Person Online Demo Business Registration No 12345678 Email Address xxx taitai com
8. an email address which you have registered with the MPFA for verification Second Password You are required to input a second password Disclaimer System Requirement Privacy Policy Terms and Conditions Contact Us Best viewed with Internet Explorer 8 0 or above with 1024 X 768 resolution Version 2 December 2014 Page amp One Time Token II 6 For Principal Intermediaries and Subsidiary Intermediaries Appointed Long Term Insurance Agents the contact person s email address registered with the MPFA should first be entered An email with a one time token will then be sent to the registered email address The token needs to be entered for a successful login The token is only valid for 8 minutes Please see below AMER HNTM MANDATORY PROVIDENT FUND SCHEMES AUTHORITY Principal Intermediary LOGIN Mode One Time Token Enter Email Address _ Please input Contact Person Email Address which you have registered with the MPFA Disclaimer System Requirement Privacy Policy Terms and Conditions Contact Us Best viewed with Internet Explorer 8 0 or above with 1024 X 768 resolution Version 2 December 2014 Page 9 II 7 For Subsidiary Intermediaries Individuals their personal or business email address registered with the MPFA needs to be entered A one time token will be sent to that registered email address The token needs to be entered for a successful login The Token is only valid for 8 min
9. box next to Confirm Nil Return and enter the required information then press the SUBMIT button Once submitted the information cannot be changed using the eService A A ae User Manual Security Tips Change Password Logout ABMIEAR RNAS MANDATORY PROVIDENT FUND SCHEMES AUTHORITY j General Information Quarterly Return on Complaints Annual Return View Submission History Online Demo Version 2 December 2014 Home gt Quarterly Return on Complaints Welcome Lucky Insurance Consultants Limited Last Login Attempt 10 12 2014 12 20 Successful Uploading Quarterly Return On Complaints Year Quarter PI MPF Reg No PI Name Confirm Nil Return Contact Person Position Telephone No Fax No Email Address Mandatory field 2014 First Quarter x 1C999999 Lucky Insurance Consultants Limited v Ms Chan Manager 34567890 SUBMIT Page 23 Submission Date amp Time and Submission ID Reference Number IV 5 After pressing the SUBMIT button the submission date and time and Submission ID reference number will be shown A A SHa User Manual Security Tips Change Password Logout MANDATORY PROVIDENT FUND SCHEMES AUTHORITY Welcome Tai Tai Insurance Company Limited Last Login Attempt 10 12 2014 14 34 Successful 24 DEA Be DE BA SEL Home gt Quarterly Return on Complaints Uploading Quarterly Return On Complaints F f E General Information Submi
10. confirm that the person completing and submitting this Annual Return is a person duly authorized by the Principal Intermediary with the authority to do so The Principal Intermediary and the authorized person will be responsible for the information provided We confirm that we have read the Personal Information Collection Statement PICS and understand our rights and obligations in relation to the personal data provided by us to the MPFA and consent to the manner in which the personal data may be used or dealt with as specified in the PICS Name of MPF Principal Intermediary Tai Tai Insurance Company Limited Name of Person Authorized by the Principal Intermediary for Completing Chan Tai Man and Submitting this Annual Return Position of this Authorized Person Director Warning Section 43E 1 of the MPFSO makes it an offence punishable with a maximum of 1 year s imprisonment and a fine of 100 000 for the first occasion and 2 years imprisonment and a fine of 200 000 on each subsequent occasion for a person who makes a statement that the person knows to be false or misleading in a material aspect or recklessly makes a statement which is false or misleading in a material aspect CONFIRM Ss GS Submission Date amp Time and Submission ID Reference Number V 7 After pressing the CONFIRM amp SUBMIT button the submission date and time and Submission ID reference number will be shown A ina User Manual Security Tips Change Pa
11. 0 of the Mandatory Prowdent Fund Schemes Ordnance Cap 485 MPFSO View Submission History A PARTICULARS OF SUBSIDIARY INTERMEDIARY Cc Online Demo Please complete the following particulars Name in English same as HKID Card Name in Chinese if any same as HKID Card Chan Tai Man MPF Registration No 999999 Mobile Telephone No Residential Address B CONTINUING PROFESSIONAL DEVELOPMENT CPD Please state the number of hours you have attended on core CPD activities and non core CPD activities respectively in the reporting year of 2014 Number of Hours Core CPD activities Non core CPD activities Version 2 December 2014 Page 29 Declaration amp Warning Message V 9 After entering the required information please read the declaration and warning message carefully and then tick the declaration boxes Dlease refer to the Guidelines on Continuing Training for Subsidiary Intermediaries C DECLARATION I certify that I have read the attached Personal Information Collection Statement PICS 1 understand my rights and obligations in relation to personal data provided by me to the MPFA and agree to the manner in which the MPFA may use or deal with the data as set out in the PICS For the purpose of my ongoing registration as a subsidiary intermediary and any purpose incidental thereto I consent to the disclosure or release of my personal data or other information by my principal intermediary
12. 14 PIANR PI Annual Return Submitted E Onine Demo 00001 12 34 37 i Version 2 December 2014 Page 36
13. MANDATORY PROVIDENT FUND SCHEMES AUTHORITY Il III IV VI VII VIII User Manual for the eService TABLE OF CONTENTS INTRODUCTION oien eae eee ee 2 LOGIN ern spec aero tte es tries en nec nara ECD Cc TRE ne a Se NRE ENS 3 First Time OGM een 6 SLULEIS 818 L102 i LOPIN sisone aa a R 8 One Time Tok ises a E es 9 Second PASS WON serere e teaches clus oadbetea inane etait haateaeaneimousieeshaaeees 1 Successful TOC UN oerna alee calcite ai ae A elle eee 1 MOR COULCH Password e tot ceases A Mauna ey E E 13 Fass word SCOUTY ane at et re Se ee er rev eT ee ae Oe re a eT a ae 16 GENERAL INFORMATION cae ceesctnack rotatiavnct tases va bacecsae eet divas 17 QUARTERLY RETURN ON COMPLAINTS AGAINST MPF INTERMEDIARIES eee ane ee ee re See 20 Quarterly Return on Complaints to be Delivered by MPF Principal Intermediaries 20 Download the Template of the Quarterly Return on Complaints 00 21 Input Required Information and Submit 0 00 00000 ccc cccecccccccesssceeccessssseeeeessssseeeees 22 SUDMIE NED Refibo ren T E E E E A eds benassi 23 Submission Date amp Time and Submission ID Reference Number 004 24 ANNUAL RETURN oire A E O T E E O 2A Annual Return to be Delivered by MPF Principal Intermediaries 25 Useful Buttons and Notes 00 ccccccccccccssssccccccessscecccessssceeccessssseeecessssseesccesssssesecessstaeeeees 25 Declaration
14. ail Address xxx taitai com Telephone No 23456789 Fax No 45674567 Address of Principal Place of Business in Hong Kong English FLT ROOM 2304 23 F BLOCK A SUCCESS BUILDING 36 SUCCESS STREET CENTRAL HONG KONG Address of Principal Place of Business in Hong Kong Chinese SS CR ROSS RAR AB 23 2304 Version 2 December 2014 Page 17 II 3 For Subsidiary Intermediaries individuals there are 3 tab pages namely Registration Information Basic Information and Regulatee Qualification Please see below A ig User Manual Security Tips 7 Welcome SI 003715 Last Login Attempt 07 01 2015 09 26 Successfu a 1 Li Ato Mate 7 Home gt General Information SOMME AUTHORITY Subsidiary Intermediary g Print General Information General Information Chain Tai Man a Name i CPD Annual Return MPF Registration Mo 399999 iaa rees ha Frontline Regqulator s Insurance Authority Status Active gt Online Demo Registration Information Basic Information Regulatee Qualification Please find below your registrabon history of MPF mtermediary for the past 3 years Registration Deis Revocation on Disciplinary Ground 30 12 2012 Disqualification Pernod if applicable Version 2 December 2014 Page 18 I 4 For Subsidiary Intermediaries Appointed Long Term Insurance Agents there are 3 tab pages namely Basic Information Regulatee Qualification and Contact Person Please see below
15. amp Warning Message cccccccccesscccccessssseececeessseeeccesssseeccesssseeeceseeteeeees 26 Personal Information Collection Statement PICS 26 Somma hil ao 111 See ate ee ene aEC a SA SER TAOAWE RAR St OP OnARTORER TST RNC RN 27 Submission Date amp Time and Submission ID Reference Number 004 28 Continuing Professional Development Annual Return by Subsidiary Intermediaries GLI TcTh ATs C1 emer tnes meant a aan Meteo nOe RTE ETE ir hat Mee Rt fan tren Teer er entre 29 Declaration amp Warning Message cccccccccesscccccseessccecccessssceeccesssceeccessssseeeceessteeeees 30 Connirimi amp SUUDME E R aaa 30 Submission Date amp Time and Submission ID Reference Number 00 00 0 04 31 VIEW SUBMISSION HISTORY 0 000 ccccccccccesseecceeeeaeeeeeceeesaeeeeeeeeeas 32 Downloading Saving and Printing Out Submitted Annual Return s Quarterly Return s on Complaints siscitioi aianastinontie ie timaniGe aide aeinets 32 ONLINE DEMONSTRATION 0000 00 cc ccccccccccessseecccceeesecccceeaesecceeeeaeeeeees 34 Daas EEEE saauwns ateeaesenasteausaeatena 36 Version 2 December 2014 Page 1 I INTRODUCTION I 1 The eService is an electronic platform established by the Mandatory Provident Fund Schemes Authority MPFA to facilitate registered intermediaries to view their registration information submit and view their annual returns and quarterly return on complai
16. e If 15 Do not allow other people unauthorized persons to use the passwords IT 16 If you notice or suspect that your Login ID and or password s have been lost stolen or are being used by an unauthorized party you shall immediately change your passwords and notify the MPFA If 17 Please avoid using a public internet connection to access the eService Version 2 December 2014 Page 16 Hl GENERAL INFORMATION II 1 Once logged in intermediaries can view under General Information their registration information previously provided to the MPFA II 2 For Principal Intermediaries there are 5 tab pages namely Basic Information Regulatee Qualification Responsible Officer Compliance Officer and Contact Person Please see below A ine User Manual Security Tips Change Password Logout SCHEMES AUTHORITY Welcome Tai Tai Insurance Company Limited Last Login Attempt 04 12 2014 14 36 Successful e i Home gt General Information UEA Ae at A BG MANDATORY PROVIDENT FUND Principal Intermediary General Information G Print General Information Tai Tai Insurance Company Limited ieai KARRERA Quarterly Return on Complaints MPF Registration No IC999997 Frontline Regulator s Insurance Authority Annual Return Status Active View Submission History Basic Information Type A Regulatee Qualification Responsible Officer Compliance Officer Contact Person Online Demo Business Registration No 12345678 Em
17. intermediaries which I was am will be attached to the MPFA and hereby authorize the MPFA to request for such disclosure or release and to release my personal data to my principal intermediary intermediaries For the purposes of monitoring my compliance with the MPF continuing training requirements as specified by the MPFA pursuant to 5 242P of the Mandatory Provident Fund Schemes Ordinance Cap 485 MPFSO and my ongoing registration as a subsidiary intermediary and any purpose incidental thereto I consent to my principal intermediary intermediaries which I was am vwill be attached to and the provider s of MPF training that is specified by the MPFA under the MPFSO MPF Training disclosing and transferring my personal data including MPF registration number and the name date and training hours of the MPF training that I have attended and other information and supporting evidence held by them to the MPFA I also consent to the MPFA carrying out matching or comparison of the personal data or other information so disclosed or transferred by my principal intermediary intermediaries or the provider s of MPF Training with my personal data or other information collected or held by the MPFA I understand that the results of the matching procedures and comparison mentioned in this CPD Annual Return may result in the MPFA suspending or revoking any registration of myself as a subsidiary intermediary and or exercising any other powers conferred by or
18. ity and security of its login ID and passwords Fax No 45674567 Address of Principal Place of Business in Hong Kong English ance Consultants Limited 12 2014 14 57 Successful B Print SCHEMES AUTHOR Home gt General Information AMEA Al see Ot LST AL 3 MANDATORY PROVIC these Terms and Conditions Shall not constitute a waiver o any suc rights or remedies Entire Agreement These Terms and Conditions and any additional terms referred to herein set out the terms on which the System and eService are made General Informa available to Users Quarterly Returr Applicable Law Complaints These Terms and Conditions shall be governed by and construed in accordance with the laws of the Hong Kong Special Administrative Region In the event of any dispute arising from or in connection with Annual Return these Terms and Conditions the parties shall irrevocably submit to the exclusive jurisdiction of the courts of the Hong Kong Special Administrative Region View Submissior Conflict Online Demo If there is any inconsistency or conflict between the English and Chinese versions of these Terms and Conditions the English version shall prevail ACCEPT Fax No 45674567 Address of Principal Place of Business in Hong Kong English Version 2 December 2014 ance Consultants Limited 12 2014 14 57 Successful Print Page 12 Forgotten Password If 11 If an intermedia
19. l Consolidate Your MPF Accounts X Aor EAS Management y u N s What s New Events anes Useful Tools 06 12 2013 An Extract of the MPF Funds with Lower Fund af Expense Ratio December 2013 Issue has ae been uploaded y 05 12 2013 MPF Statistics Update The N ber 2013 ron ca gt atistics Update The November Comparative Compliant MPF MPF Statistics Update has been uploaded Low Fee gardi Fund List ee Calculators Forms wi 03 17 2013 The Navemher 013 Prescrihed Savinas Rate Performance Records Version 2 December 2014 Page 3 A ae Useful Links f i y A A Se jee Text Mobile Version Mobile Apps AM ta ngi gt E wa kj My Favourite Enter Keyword NDATORY PROVIDENT FUND SCHEMES AUTHORITY gt Afvancot Sour h MPFA MPF MPF Member Supervision Legislation amp Public ORSO iniamalon System Education Protection Regulations Registers Industry Practitioner Industry Information Home gt Industry Practitioner gt Intermediary HRM OB v Requirements for MPF Intermediaries Registration Training gt Cwculars for MPE Requirements Requirements Intermediaries How to register as x What are the BTN MPF Calculators an MPF SSRA training Publications intermediary conduct requirements for an Fee Comparative lt requirements for an MPF intermediary gt gt Enforcement News Platform MPF intermediary Trustee Service 2 Conduct Comparative Platform K Requiremen
20. nts and see their submission history on this electronic platform at any time In addition subsidiary intermediaries individuals can view their last 3 years registration history The MPFA intends to launch more services on this electronic platform in the future Version 2 December 2014 Page 2 II LOGIN II 1 A registered intermediary will be given a Login ID and a password upon being of registered II 2 A registered intermediary can access the eService by clicking on Intermediary under Industry Practitioner on the right hand side of the menu bar on the homepage of the MPFA website www mpfa org hk The intermediary can then click on the Principal Intermediary Login or Subsidiary Intermediary Login box under eService Finally the intermediary needs to input its his her Login ID password and the CAPTCHA a randomly shown number that appears on the screen Please see below A wa Useful Links Subscribe Glossary Contact Us A A S58 naien Text Mobile Version Mobile Apps AMEA Be aE UY BI My Favourte EJ MANDATORY PROVIDENT FUND SCHEMES AUTHORITY gt Advanced Search MPF MPF Member System Education Protection Legislation amp Public Information Supervision Regulations Registers ORSO Centre Employee ss Employer Ge Y Self employed Person a 7 industry Practitioner l l x Ah Ni ay i j i di 4 P S Trustee Intermediary lt
21. omplaints VI 3 Submitted annual return s and or quarterly return s on complaints can be downloaded by clicking shown in the Download column The downloaded annual return s and or quarterly return s on complaints can also be printed out and saved for record purposes Version 2 December 2014 Page 32 Home gt View Submission History lL Sie Oo te A RE ESN ffa MANDATORY PROVIDENT FUND e Tai Tai Insurance Company Limited PI Annual Return Windows Internet Explorer ol i ttempt 08 12 2014 12 26 Successful Q Q E https eservices webuat eservice eng m 220 480 88 20880 IEM REH fe RHEE E BEHAN p RAESTE v PL Annual Return gt S why BEM 2O IRO UTER Heat ATE AG MANDATORY PROVIDENT FUND SCHEMES AUTHORITY Annual Return SUBMIT Submission ID PIANR 141208 00001 08 12 2014 12 34 Status Download Annual Return to be Delivered by MPF Principal Intermediary Submitted f For the period 1 January to 31 December 2014 under section 34Z0 of the Mandatory Provident Fund Schemes Ordinance Cap 485 MPFSO SECTION I PARTICULARS OF THE MPF PRINCIPAL INTERMEDIARY Name in English Tai Tai Insurance Company Limited Name in Chinese if any KARBA RRA Fl MPF Registration No IC999997 Name of Contact Person Chan Tai Man nm E FREE BR Relevant online demonstrations are available at https eservices mpfa org hk eservice eng demo do
22. rivacy Polic Terms and Conditions Contact Us Best viewed with Internet Explorer 8 0 or above with 1024 X 768 resolution Version 2 December 2014 Page 6 II 4 For registered intermediaries registered on or after 23 December 2013 they are required to set a first and a second password and these will be used for subsequent logins Please see below A ka User Manual Security Tips p Home gt First Login AMEA BL aE BA SE ALG g MANDATORY PROVIDENT FUND SCHEMES AUTHORITY Enter current first password Enter new first password Re enter new first password Enter new second password Re enter new second password Please reset your first and second password in your first time login or after your request of regeneration of first password due to Forgot Password These 2 new passwords should be used when you login to eService next time Disclaimer System Requirement Privacy Policy Terms and Conditions Contact Us Best viewed with Internet Explorer 8 0 or above with 1024 X 768 resolution Version 2 December 2014 Page 7 Subsequent Logins II 5 After inputting the Login ID password and CAPTCHA intermediaries will be provided with an option to select a Login Mode either One Time Token or Second Password for security reasons Please see below ATEA BI ar T A n eee FUND HEMES AUTHORITY D ervice Subsidiary Intermediary Please select LOGIN Mode 23 One Time Token You are required to input
23. rmediaries should read all the terms and conditions carefully and click on ACCEPT in order to use the eService functions Version 2 December 2014 Page l1 Home gt General Information MED Nise ot BT Terms and Conditions for Use of an eService System The following terms and conditions Terms and Conditions shall apply to the use of the eService System System and related services eService made available by the Mandatory Provident Fund Schemes Authority MPFA for registered intermediaries as defined in the Mandatory Provident Fund Schemes Ordinance Cap 485 MPFSO Registered Intermediaries General Informa For the purposes of these Terms and Conditions User means a Registered Intermediary who has been assigned a login ID and password s by the MPFA SEER SS to use the System and eService Complaints By clicking Accept button you confirm that you are an authorised User and have read and agree to be bound by these Terms and Conditions Annual Return Access rights View Submissior 1 1 The User undertakes to use its login ID and passwords in accordance with these Terms and Conditions Online Demo 2 The User acknowledges that its login ID and passwords are strictly confidential and personal to the User and must not be disclosed to any other person or unauthorised personnel third parties The User shall act in good faith and exercise all diligence in maintaining the confidential
24. rson E malli Address of Contact Person Useful Buttons and Notes V 2 SAVE AS DRAFT An incomplete annual return can be saved as a draft and retrieved for further input prior to submission Add Delete MPF schemes can be added when necessary and wrongly selected MPF schemes can be deleted By moving a cursor to the Note No next to certain terms further elaboration will appear Version 2 December 2014 Page 25 Declaration amp Warning Message V 3 After entering relevant business information and statistics please read the declaration and warning message carefully then tick the declaration boxes and enter the name and position of the authorized person Please see below y o Home Annual Return AHENATA WUNDATORY PROVIANT FUND SCHL AUTHORTY Welcome Tai Tai Insurance Company Limited Last Login Attempt 04 12 2014 16 31 Successful Annual Return General Information Quarterly Return on SECTION I SECTION II SECTION III SECTION IV Summary Confirmation Complaints SECTION IV DECLARATION Annual Return r We confirm that we hawe in place procedures and controls to ensure compliance with Part 4A of the MPFSO We declare that to the best of our knowledge and belief the information given in this View Submission History E DR T Annual Return is correct and complete We confirm that the person completing and submitting this Annual Return is a person duly authorized by the Principal Intermediar
25. ry forgets the password please click on Forgot Password on the Login page Please see below oat FA TE Zs A eat BA TE BG A Manoatoy Provoe Funo ervice Subsidiary Intermediary Login Login ID Password 1791 f x Please enter the number as shovm in this box If you can t see the number clearly please click refresh to get another set of number SUBMIT Refresh Disclaimer System Requirement System Maintenance Schedule Privacy Policy Terms and Conditions Contact Us Best viewed with Internet Explorer 8 0 or above with 1024 X 768 resolution Version 2 December 2014 Page 13 If 12 For Principal Intermediaries or Subsidiary Intermediaries Appointed Long Term Insurance Agents please input the Login ID and the contact person email address which have been registered with the MPFA The MPFA will then send the new password to the contact person s email address Alternatively if no contact person email address has been registered with the MPFA or that email address is forgotten please click on HARDCOPY Form RP to access the form and return it to the MPFA Please see below HEARE a BE MANDATORY PROVIDENT FUND SCHEMES AUTHORITY e j ce Principal Intermediary Forgot Password Please input Contact Person Email Address which you have registered with MPFA OR If no email address which you have registered with the MPFA or forgot the email address
26. ssion has been received on Dec 10 2014 3 16 23 PM all Quarterly Return on Submission ID reference number PIQCR 141210 00002 Complaints If you need to retrieve the file of your submitted annual return for record save or print please click View Submission History on the left menu bar and then select the appropriate Annual Return download link View Submission History Co Online Demo Relevant online demonstrations are available at https eservices mpfa org hk eservice eng demo do Version 2 December 2014 Page 24 V ANNUAL RETURN Annual Return to be Delivered by MPF Principal Intermediaries V 1 Principal Intermediaries can click on the Annual Return button on the left menu bar to submit an annual return to the MPFA Below is the first screen page for input Home gt Annual Return BUN SARSUARAY VUADATORY Mc OUr f NO AA A tee m r a SOLN ast Welcome Te Tai Insurance Company Uumted Last Login Attermmpt O4 1 14 16 20 Swuccessly Annual Return o o O SECTION I Annual Return to be Delivered by MPF Principal Intermediary For the period 1 January to 31 December 2014 under section 3420 of the Mandatory Provident Fund Schemes Ordinance Cap 485 MPFSO SECTION I PARTICULARS OF THE MPF PRINCIPAL INTERMEDIARY Name in English Tai Tai Insurance Company Limited Name in Chinese if any PARRA DD MPF Registration No 12999997 Name of Contact Person Telephone No of Contact Pe
27. ssword MBEAN ATG MANDATORY PROVIDENT FUND SCHEMES AUTHORITY General Information Quarterly Return on Complaints Annual Return View Submission History Online Demo Home gt Annual Return Welcome Tai Tai Insurance Company Limited Last Login Attempt 08 12 2014 12 08 Successful Annual Return SECTIONI SECTIONII SECTION III SECTIONIV Summary Confirmation Submission has been received on 08 12 2014 12 34 Submission ID reference number PIANR 141208 00001 If you need to retrieve the file of your submitted annual return for record Save or print please click View Submission History on the left menu bar and then select the appropriate download link Relevant online demonstration 1s available at https eservices mpfa org hk eservice eng demo do Version 2 December 2014 Page 28 Continuing Professional Development Annual Return by Subsidiary Intermediaries Individuals V 8 Subsidiary Intermediaries Individuals can click on the CPD Annual Return on the left menu bar to submit an annual return to the MPFA Please see below A ida User Manual Security Tips Welcome C S 002719 Last Login Aftempt 07 01 2015 15 23 faled RUNRASHATAN Manacor Poo Fuso Soau ADOT Home gt CPD Annual Return Submit CPD Annual Return General Information Soe E Wace DAR Continuing Professional Development Annual Return by a Subsidiary Intermediary CPD Annual Return Individual under section 347
28. this carefully and ensure that all the information is CORRECT before pressing the CONFIRM amp SUBMIT button Once submitted the information cannot be changed using the eService V 6 The summary page can still be saved as a draft and printed out before submission A ina User Manual Security Tips Change Password Logout SCHEMES AUTHORITY l a Home gt Annual Return zi al 1 2s AL sie ER MANDATORY PROVIDENT FUND Welcome Tai Tai Insurance Company Limited Last Login Attempt 04 12 2014 16 31 Successful N Annual Return E Print x y General Information Fl Quarterly Return on SECTIONI SECTIONII SECTIONIIIT SECTIONIV Summary Confirmation Complaints Annual Return to be Delivered by MPF Principal Intermediary For the period 1 January to 31 December 2014 Annual Return under section 3470 of the Mandatory Provident Fund Schemes Ordinance Cap 485 MPFSO View Submission History gt Online Demo SECTION I PARTICULARS OF THE MPF PRINCIPAL INTERMEDIARY Name in English Tai Tai Insurance Company Limited Name in Chinese if any JARRA RAS MPF Registration No 10999997 Name of Contact Person Chan Tai Man Version 2 December 2014 Page 27 SECTION IV DECLARATION We confirm that we have in place procedures and controls to ensure compliance with Part 4A of the MPFSO We declare that to the best of our knowledge and belief the information given in this Annual Return is correct and complete We
29. trieve the file of your submitted annual return for record save or print please click View Submission History View Submission History on the left menu bar and then select the appropriate download link Online Demo Relevant online demonstration is available at https eservices mpfa org hk eservice eng demo do Version 2 December 2014 Page 31 VI VIEW SUBMISSION HISTORY Vil Principal Intermediaries and Subsidiary Intermediaries Individuals can view their submission history by clicking on the View Submission History button on the left menu bar VI 2 Submitted annual returns which cover the last reporting period and or quarterly returns on complaints submitted in the past eight quarters may also be downloaded User Manusa Security Tips Change Password Leg caulk Home gt View Submission History a OA YE SS Bh OF AL ry MANDATORY PROVIDENT FUND HEMES AUTHORITY e SCHEMES Welcome Tai Tai Insurance Company Limited View Submission History General Information Type all Quarterly Retum on E E Status Annual Return SUBMIT View Submission History Submission ID Date Type Status Download gt PIQCR 141210 10 12 2014 PIOCR Quarterly Return On Complaints Submitted Online Demo 00001 10 04 07 Q1 2014 PLIANR 141208 08 12 2014 PLANR PT Annual Return Submitted 000d 1 l2 34 37 a Downloading Saving and Printing Out Submitted Annual Return s Quarterly Return s on C
30. ts eService Mobile App Reference Materials P g For Subsidiary dna Intermediary List of Approved h pp T Download Trustees and MPF Schemes Principal Intermediary Login ubsidiary Intermediary Login Learn More about MPF Intermediaries A W Be amp amp Password Required Password Required Had a question in mind Version 2 December 2014 Page 4 a TA TE Zk RE aT BS BG RAIDAT Soil tiga FUND HEMES AUTHORITY pervice Subsidiary Intermediary Login Login ID Password Forgot Password 1791 Refresh COT Please enter the number as shovm in this box If you can t see the number clearly please click refresh to get another set of number SUBMIT Disclaimer System Requirement System Maintenance Schedule Privacy Policy Terms and Conditions Contact Us Best viewed with Internet Explorer 8 0 or above with 1024 X 768 resolution Version 2 December 2014 Page 5 First Time Login II 3 For intermediaries registered before 23 December 2013 they are required to set a second password and this will be used for subsequent logins Please see below AHER RE at pw MANDATORY PROVIDENT FUND SCHEMES AUTHORITY E e i c e Subsidiary Intermediary Please note that your second password has to be set in your first login due to new MPFA password policy this second password will be used when you login to eService next time Disclaimer System Requirement P
31. utes Please see below aA tt 2 AG A MANDATORY PROVIDENT FUND SCHEMES AUTHORITY Aer vice Subsidiary Intermediary LOGIN Mode One Time Token Enter Email Address For Subsidiary Intermediary Individual please input your Personal Email Address or Business Email Address which you have registered with the MPFA For Subsidiary Intermediary Agency Company please input your Contact Person Email Address which you have registered with the MPFA Disclaimer System Requirement Privacy Policy Terms and Conditions Contact Us Best viewed with Internet Explorer 8 0 or above with 1024 X 768 resolution II 8 Registered intermediaries who have not registered an email address with the MPFA can only use the second password option to login Version 2 December 2014 Page 10 Second Password II 9 Registered intermediaries should enter 3 alphanumeric characters randomly selected by the eService of the second password previously set by them Please see below AMERRE ATR ANDATO PROVIDENT FUND A HEMES AUTHORITY er vice Subsidiary Intermediary LOGIN Mode Second Password Enter Second Password Disclaimer System Requirement Privacy Policy Terms and Conditions Contact Us Best viewed with Internet Explorer 8 0 or above with 1024 X 768 resolution Successful Login 9 If 10 There will be a box showing Terms and Conditions for use of an eService System after successful login Inte
32. y with the authority to do so The Principal Online Demo E i i l g i Intermediary and the authorized person will be responsible for the information provided We confirm that we have read the Personal Information Collection Statement PICS and understand our rights and obligations in relation to the personal data provided by us to the MPFA and consent to the manner in which the personal data may be used or dealt with as specified in the PICS Name of MPF Principal Intermediary Tai Tal Insurance Company Limited Name of Person Authorized by the Principal Intermediary for Completing and Submitting this Annual Return Position of this Authorized Person Warning Section 43E 1 of the MPFSO makes it an offence punishable with a maximum of 1 year s imprisonment and a fine of 100 000 for the first occasion and 2 years imprisonment and a fine of 200 000 on each subsequent occasion for a person who makes a statement that the person knows to be false or misleading in a material aspect or recklessly makes a statement which is false or misleading in a material aspect Back J Nexr Personal Information Collection Statement PICS V 4 The PICS will appear when moving the cursor to Personal Information Collection Statement and clicking on the words Version 2 December 2014 Page 26 Summary Page V 5 When all the required information has been entered a summary page will appear showing all the information Please read
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