ORSO

Setting up and administering a retirement scheme is never easy, but it doesn't have to be difficult either - if you choose the right partner. And that's where we come in. JF Provident Plan (JFPP) provides a simple and efficient way for employers to build retirement benefits for their employees. It is designed for companies of all sizes and gives you the advantages of a large retirement scheme, while minimising the cost and administrative burden.

Launched in 1989, JFPP is a master trust which provides our ORSO clients with a comprehensive range of services in a single package, including:


  • Professional Investment Management and Members' Choice
  • Flexible and Simple Administration
  • First Class Service and Support
  • Secure Trusteeship

JFPP is a simple and efficient way to build retirement benefits while minimising your administrative burden and communication complications. Various schemes can be combined together through the JFPP for investment purposes. This will make the best use of J.P. Morgan Asset Management's experience in fund management, which aims to provide both employers and members of the schemes with superior long-term returns.

A series of eleven funds are currently available for selection by both employers and employees which are classified in terms of their different risk/return profiles.

Employer

Employee

ORSO
Communication Services

We take the utmost care to ensure that employees understand their schemes and investment options. We assist in this education and communication process by offering user-friendly and informative communication tools. Effective communication services are also provided at both employer and employee levels. These include:

  • Dedicated service hotline
  • Informative Members' booklet and customised schedule of scheme rules
  • Monthly fund fact sheets detailing the latest fund performance and investment strategy
  • Regular bilingual statements from the Administrator
  • Annual member's meeting to review performance and update market outlook
  • Daily access to fund prices in:
    - The Standard
    - Hong Kong Economic Times


If you need any further information or have any enquiries on the JF Provident Plan, please contact us at:

JPM Pension Services
Tel: (852) 2200 6688
Email: jpm.pension@jpmorgan.com

Comprehensive Services

We have appointed AIA Pension & Trustee Co. Ltd. to take full responsibility for the day-to-day administration of your scheme, including maintenance of records and accounts, payment of benefits and the issuance of regular statements. The company has been providing a full range of retirement scheme administration services for its clients since 1971 and is committed to assist our clients maximise the simplicity and flexibility of their retirement schemes, while minimising their administration workload.

Trustee Services

American International Assurance Co. (Trustee) Ltd. is responsible for the safekeeping of client assets, providing this and other retirement schemes with a high degree of international protection. The Trustee also monitors the investment of the assets to ensure full compliance with the law of Hong Kong. It is a wholly owned subsidiary of American International Assurance Co. Ltd. (AIA), whose parent, American International Group, Inc. (AIG) is the world's leading international insurance and financial services organisation, with operations in approximately 130 countries and jurisdictions.