MPF Form Guide

MPF Ratings has created MPF Form Guides to bring objectivity, awareness and on-going education on retirement matters to the Hong Kong public.

The MPF Form Guides are written in easy to understand language, use strong intuitive pictograms and images to aid engagement, and are available free to the public from the MPF Ratings website.

The Form Guide content is updated for all MPF schemes regularly to ensure information is relevant and fresh.

Each Form Guide condenses over 1,000 points of fund operations including a quantitative and qualitative review of investments, administration, fees, growth metrics, member services, education and governance structures but delivers it in two easy to read pages.


Each Form Guide is a concise and engaging summary of an MPF scheme’s performance and positioning within its competitors.

Highlights include:

  • Excellent B2C MPF performance communication tool.
  • Designed to clearly focus on the engagement of scheme members.
  • Independent assessment of all aspects of your scheme’s structure.
  • Provides details of the Scheme’s ratings and awards and market differentiation.
  • Engaging and relatable delivery of rating outcomes across all MPF Ratings’ criteria, aiding users to make better retirement savings decisions.
  • Clear sense of the strengths and weaknesses of a scheme relative to peers.
  • Form Guides can be licensed by Schemes and licensed brokers for distribution to members.

Current Form Guides

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