Publications

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

Answers 36 of the most commonly asked questions about insurance for a more secure retirement

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

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

This booklet lists out 36 things to know about investing after retiring.

Tells you how to use this user friendly summary to understand key features and risks of an investment product.

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

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.

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.

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

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

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

It contains details about the post-sale cooling off arrangement and how you can exercise your right.

An overview of the SFC's enhanced investor protection measures regarding the sale of investment products.