Grandtag Financial Group

FACT 1

The 30+ schemes available differ considerably in terms of service, investment options and fees.

FACT 2

Constituent Funds under these Schemes: 280+

It is not compulsory for an MPF provider to highlight any disadvantage their product may have against a competitor company.

FACT 3

Realistic professional help is available at no cost to the employer from GRANDTAG Financial Consultancy.We help you from the very beginning of scheme selection, advise on legal procedures and provide an on-going service.

Why

Grandtag Independent Consultant?

Impartial Advice on Scheme Selection

Representatives from banks or insurance agents represent their companies; they have no choice but to push their own products - whether they suit your company or not.

We are independent. We do not represent any banks or insurance companies: We act in your interest to select (and design) the right product for you.

Maximum Choice at No Cost

MPF products vary considerably. To choose the most suitable scheme, an employer would need to study all the brochures, comparing the pros and cons of each scheme, analyzing the benefits each scheme may offer to the employer and employees. This task would be time-consuming and costly.

At Grandtag we will provide you with the information you need - together with our professional advice.

Scrutiny of Scheme Performance

After setting up the scheme, we monitor the performance of your scheme year after year. We will prepare an annual report, comparing your scheme with other major MPF schemes in terms of their fees and charges, administrative efficiency and standard of customer service, and investment performance.

A Full Array of Professional Services

We are associated with Wong Kwok Tai & Co., Mark K. Lam & Co. and Ng & Fong Solicitors & Notaries to give you advice on legal and tax issues. Our financial consultants will give you the latest information on global investment.

Grandtag MPF Services

Our services are in 3 phases

The First Phase

Scheme Selection and other Preparatory Arrangements

Identify employers’ needs

Provide an analysis of MPF schemes

Recommend the most suitable scheme

Organize staff consultation meetings

The Second Phase

Scheme Establishment

Assist in employer’ s and employees’ registration

Organize staff meetings to ensure good understanding of the scheme

Provide information to help employees with investment decisions

The Third Phase

Scrutiny of Scheme Performance and Ongoing Maintenance Service

Monitor service providers’ performance in administration and customer services and investment

Compile regular reports on MPF service providers

Answer enquiries from administrators and other staff

Help departing employees with withdrawal procedures and transfer of accrued benefits

Help new employees with enrolment procedures

Organize regular investment education seminars

Offer free financial consultation and a full range of financial products at privileged rates

Monitoring the performance of MPF service providers is a unique service of ours. The report we compile will allow employers and employees to understand the standard of service they are enjoying, ensuring that they are always in the best scheme.

Grandtag MPF Financial Consultants

Experienced & Impartial

The members of its Employees Benefits and MPF Department are highly experienced in pension schemes, ensuring that employers have the schemes most suitable to them.

For more information on how to choose an MPF scheme, please contact us.

Offshore Banking

Life Insurance and other insurance for individuals

Employee Benefits

Mandatory Provident Funds

General Insurance

Disclaimer