Get Mpf Sales Activity Information Sheet Ee-sep-pa - 14 Eng 20140101doc 2020-2025

This guide provides step-by-step instructions on how to accurately fill out the MPF Sales Activity Information Sheet EE-SEP-PA - 14 Eng 20140101doc online. Follow these instructions to ensure all necessary information is provided correctly.

Follow the steps to successfully complete the MPF Sales Activity Information Sheet online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out the information about the company. Include the full name, principal place of business, and nature of business. Ensure to tick the appropriate boxes related to permissions regarding insurance policies and MPF scheme sales.
3. Next, provide the information about the MPF intermediary. Enter the full name used for registration, the registration number, and position title. Indicate their capacity and affiliation.
4. Proceed to section 2 where you will input information regarding the client. Specify whether they are an employee, self-employed person, or personal account member. Complete the relevant fields such as the client's full name, identification number, education level, and any additional documentation required.
5. Complete the suitability assessment section. Answer questions related to the sales process, if it involves any invitations or advice regarding specific funds or withdrawal decisions.
6. In section 3, provide information about fees and charges, investment performance, and any transfer of funds. Ensure to follow the provided criteria for comparisons and explanations.
7. Gather signatures in necessary areas. Ensure that both the client and MPFI sign the document to confirm the information is accurate and understood.
8. Finally, review the completed document for any errors. Once verified, users can save changes, download, print, or share the completed form.

Complete the MPF Sales Activity Information Sheet online today to streamline your document management.