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Investment Option Change Form
 
Investment Option Change for Staff Superannuation Scheme (1995)
 
Download area : Investment Option Change Form (English / Chinese)
 
Members are advised to observe the submission deadline on the Form and submit the completed Form for receipt by the Payroll and Superannuation Unit of Bursary by mail or fax (2603-7904) or email (s95enquiry@uab.cuhk.edu.hk).
 
Related Arrangements:
1. Members can reshuffle their investment options on the first calendar day of any designated month.
2. Members to submit Investment Option Change Form (“the Form”) ¢w HOW?
 
a.

Form Download
The Form is obtainable from the above ¡§Download Area¡¨ throughout the year.

b.

Submission Deadline
The Form submission deadline will normally fall between the 19th and the 22nd of the month immediately preceding the option change effective date. Members should observe the submission deadlines for respective months by referring to the following timetable (which is also listed in the Note of the Form):-

Option Change Effective Dates and the corresponding Closing Dates
Effective Date
May 1, 2013
Jun 1, 2013
Jul 1, 2013
Aug 1, 2013
Sep 1, 2013
Submission deadline
Apr 19, 2013
May 22, 2013
Jun 19, 2013
Jul 22, 2013
Aug 21, 2013
c.

Completion of the Form
For a valid option change instruction, members should indicate clearly on the Form the ¡§Fund Switching Effective Date¡¨ and the fund allocation %. The University and Trustees shall not be liable for any delay or loss whatsoever or howsoever arising from an incomplete instruction.

d.

Submission of the Form
The completed Form should be returned for receipt by the Payroll & Superannuation Unit of Bursary by mail or fax (2603-7904) or email (s95enquiry@uab.cuhk.edu.hk) on or before the closing date listed in the above note 2b.  The University and Trustees will not accept any claims for loss in relation to the non-receipt of this Form.

e.

Acknowledgement of the Form
Should members require email acknowledgement receipt of the Form, please provide their email address where indicated on the Form. If provided, acknowledgement will be sent to your email address within two working days.

In addition, members who have exercised option change will further receive confirmation letter of new investment allocation about one week after the respective closing dates.

3. For enquiry, please contact PSU of Bursary at (3943-7244 / 7236).
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