Sun Life MPF received the ESG Special Recognition Award by TVB ESG Award 2023
Sun Life MPF received the ESG Special Recognition Award at the TVB ESG Awards 2023, and Sun Life MPF is the only MPF service provider receiving this ESG award.
Sun Life MPF Latest News
Q4 2023 eNewsletter
Sun Life Hong Kong Strives on development of “Go Green Project” for the Environment
ESG (Environment, Social and Governance) is becoming the hot topics in various industries, MPF is no exception. With this regard, Sun Life launched the Sun Life Hong Kong MPF Low Carbon Fund in June 2023, reflecting our long-standing purpose of “sustainable development, “responsible investment” and “focus on client choice”. In terms of company operations and administration, we are committed to developing "Go Green Project" with the goal of reducing the use of paper in daily operations by optimizing the customer online platform.
It’s the time of the year to online apply TVC to get tax deductions or more!
TVC is a form of MPF contributions which can help you save money while enjoying tax deduction. The contributions you make to this TVC account (up to an annual limit of HK$60,000) will be counted as a deductible item when you report your taxable income. Depending on your TVC amount, based on the prevailing highest tax rate (i.e. 17%), the maximum tax savings can reach HK$10,200*.
Plan smart, save more with our TVC special offer, for more details, please visit our TVC webpage at https://www.sunlife.com.hk/en/investments/mpf-and-orso-scheme/tax-deductible-voluntary-contributions/
For existing TVC members, you can now submit TVC contributions in the Sun Life MPF Mobile App or Online Pension Services Centre.
*This is the maximum tax concession amount in the year of assessment 2023/2024.
Disclaimer
Investment involves risks and past performance is not indicative of future performance. Investment return may rise as well as fall due to market condition and currency movement which may affect the value of investments. The value of units may vary due to changes in exchange rates between currencies. Emerging markets may involve a higher degree of risk than in developed markets and are usually more sensitive to price movements.
Market Navigator – Q4 2023 By Sun Life Asset Management (HK) Limited
In 2024, we may see a pivot in global monetary policy. At this time last year, markets were still worrying about more aggressive rate hikes. Markets are now paying close attention to the timing of monetary easing. With interest rates peaking and the economy staying resilient, corporate earnings may be supported. We prefer the US stock market. Bonds with longer duration can help capture opportunities from falling interest rates as they are more sensitive to interest rate changes. From an asset allocation perspective, bonds diversify portfolios and reduce portfolio volatilities. We expect geopolitical tension to continue in 2024. Demand for precious metals, as safe-haven assets, may increase.
Market Navigator – Q4 2023 By Sun Life Asset Management (HK) Limited
In 2024, we may see a pivot in global monetary policy. At this time last year, markets were still worrying about more aggressive rate hikes. Markets are now paying close attention to the timing of monetary easing. With interest rates peaking and the economy staying resilient, corporate earnings may be supported. We prefer the US stock market. Bonds with longer duration can help capture opportunities from falling interest rates as they are more sensitive to interest rate changes. From an asset allocation perspective, bonds diversify portfolios and reduce portfolio volatilities. We expect geopolitical tension to continue in 2024. Demand for precious metals, as safe-haven assets, may increase.
Download the
Sun Life MPF Mobile App now!
Manage MPF account at your fingertips
- Check MPF account balance, gain/loss, account portfolio and account details
- Perform fund switching and change of investment mandate
- Download Member Benefit Statement
- Review transaction details
Note: BestServe MPF Mobile App is applicable to Sun Life Rainbow MPF Scheme only.
Disclaimer:
All information contained in this document shall only be used as general reference and general investment knowledge for sharing purposes, which may contain “forward-looking” information, including forecasts, estimates of yields or returns and involve risks and uncertainties. All information contained in this document is not intended to provide any forms of guarantee or investment advice, and does not constitute a solicitation of any offer or offer, an shall not be regarded as the basis of any contract, to sell or to purchase any investment products. Information is provided based on sources believed to be reliable. Sun Life Trustee Company Limited, Sun Life Hong Kong Limited, Sun Life Asset Management (HK) Limited, their associated companies, their directors and employees (collectively “Sun Life”) gives no express or implied warranty, guarantee or represent its accuracy, effectiveness, completeness of the same.
Investment involves risk, and past performance figures shown are not indicative of future performance. Value of investment may go up or down, and may become valueless. An investor may not get back the amount originally invested. The information contained in this document has not been reviewed in the light of objectives financial circumstances or needs of an individual investor. Sun Life is not responsible for any loss or damage caused by reliance on any information or advice made in this document, nor is responsible for the accuracy or completeness of any information or advice.
This document has not been reviewed by the Securities and Futures Commission in Hong Kong or any regulatory authorities
This document is owned by Sun Life Trustee Company Limited. Modification or change is not allowed without the Sun Life Trustee company Limited’s prior consent.
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