Publications

Key things to know about saving for retirement
A quick guide jointly developed by FSTB, IFEC, IA and MPFA to introduce the tax deductions for qualifying deferred annuity premiums and tax deductible MPF voluntary contributions
 

36 Insurance Questions for your Retirement Years
Answers 36 of the most commonly asked questions about insurance for a more secure retirement
 

Tips on purchasing annuity products
Jointly developed with the Insurance Authority, the education leaflet explains the concept and features of annuities, and provides smart tips on purchasing annuity products.
 

Tips on buying insurance
Jointly developed with the Insurance Authority, the education leaflet lists 12 key considerations when buying insurance.
 

36 Retirement Investment Must-Knows
This booklet lists out 36 things to know about investing after retiring.
 

How to Read Product Key Facts Statements
Tells you how to use this user friendly summary to understand key features and risks of an investment product.
 

Retirement Booklet
It lists out the key considerations for retirement planning and contains useful tips for stretching one’s savings in retirement.
 

A Quick Guide to Hong Kong’s Financial System and Services
It showcases Hong Kong’s unique position as an international financial centre and reminds consumers of the key points to note about our financial regulatory system, markets and products, trading procedures and safeguards.
 

Financial Planning
It serves as a quick reference guide for the public to understand the concepts of financial planning and to get started with a basic financial plan.
 

Managing your Money, Credit and Debt
It provides checklists, tips, case studies and guidance on how to better manage one’s personal finance holistically.
 

Equity-linked Investments
Discusses the major features and risks of unlisted equity-linked investments (ELIs) and illustrates the calculation of return of different types of ELIs.
 

Index tracking ETFs
It explains the major features of index tracking ETFs and the risks associated with investing in ETFs
 

Unlisted Structured Investment Products<br>Post-sale cooling-off arrangement
It contains details about the post-sale cooling off arrangement and how you can exercise your right.
 

Know your rights in the sales process
An overview of the SFC's enhanced investor protection measures regarding the sale of investment products.
 

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