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SL_EECHG_APR19_005
Part E: 更改姓名或簽署式樣
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Change of Name or Signature Specimen
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姓 (英文 English)
Surname
名
Given Name
(須與香港身份證 / 護照上相同 same as HKID Card/Passport)
姓 (中文 Chinese)
Surname
名
Given Name
稱謂 先生/太太/小姐/其他*
Title Mr/Mrs/Ms/Other*
(須與香港身份證 / 護照上相同 same as HKID Card/Passport)
新簽署式樣 New Signature Specimen
簽
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樣
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Part F: 其他更改 Other Changes (請列明 Please specify)
* 請刪除不適用者。Please delete whichever is inappropriate.
備註 Notes:
3 若需要更改登記於計劃內的姓名,你需要附上結婚證書及新身份證之副本或附上改名契及新身份證之副本。閣下的現有成員簽署式樣(後頁)須與行政管理人記錄相符,以上之新簽署式樣方可生效。
For change of name to be registered in our records you must attach a copy of the Marriage Certificate and your new Hong Kong Identity Card or a copy of the Deed Poll and your new Hong Kong
Identity Card. The above New Signature Specimen will be effective provided that your existing signature specimen (next page) is consistent with the Administrator’s record.
第三部分 Section III
個人資料收集聲明 PERSONAL INFORMATION COLLECTION STATEMENT
本人/吾等明白及同意永明信託有限公司(「受託人」) 可以將其所收集的任何個人資料(不論由此申請表所收集或由其他途徑取得)作以下用途:
(i) 處理本人/吾等的此項申請及任何其他申請;(ii) 為本人/吾等參與本計劃;(iii) 管理本人/吾等於本計劃的供款和累算權益的事宜;(iv) 進行客戶調查;(v) 為客戶研究及設計
金融、保險或退休金產品;(vi)為本人/吾等甄選及參與獎賞、忠實或特選客戶計劃;(vii) 因上述目的與本人/吾等聯絡;(viii) 與上述目的直接有關的任何其他目的;及 (ix) 為
遵守適用的法例、法規或法庭命令。
受託人亦可使用本人/吾等的聯絡資料,基本個人資料投資選擇及累算權益,就本計劃的產品的推廣資訊,以包括電話、郵件、電郵、電話短訊或任何電子信息等方法聯絡本
人/吾等。除非得到本人/吾等之同意(包括表示不反對),否則受託人不可使用本人/吾等之資料為該用途。若本人/吾等不同意接受此等推廣資訊,可於下列方格內填上剔號。
受託人可為以上目的披露本人/吾等的個人資料予 (a) 為協助受託人就上述用途(不論在香港或其他地方) 而提供服務的第三方,包括計劃管理人(條件是有關承辦商須把所有個
人資料保密並只會為提供有關服務而使用個人資料);(b) 本人/吾等的銀行作繳款用途;(c) 本人/吾等的保險經紀(如有);(d) 本人/吾等的強積金中介人;(e) 受託人的關連公
司(根據公司條例訂明)包括保險公司及金融服務機構;(f)受託人及其關連公司(不論在香港與否) 為遵守監管當局或其他機構發出之指引或其就法例、法規或法庭頒令所約束或
規定之責任而需向其作出披露的任何人士;及(g) 按法例要求或准許的其他人仕。
受託人可就法例准許或於獲得本人/吾等的同意後披露或將本人/吾等的個人資料作其他用途。
本人/吾等明白本人/吾等所提供之個人資料均屬自願,然而倘若未能提供所需個人資料,可導致受託人無法處理本人/吾等的申請。本人/吾等有權查閱及要求更正受託人持有
有關本人/吾等的個人資料,有關要求可以書面形式郵寄至香港九龍紅磡德豐街 18 號海濱廣場一座 10 樓卓譽金融服務有限公司退休金管理部經理。受託人可就處理任何該等
要求收取合理費用。
若閣下不同意收取由受託人發出的推廣資訊,請於方格入填上剔號。
I/We understand and consent that, any personal data collected by Sun Life Trustee Company Limited (“Trustee”) (whether collected in this application form or otherwise)
may be used by the Trustee for the following purposes:
(i) processing this application and any other applications I/we make; (ii) enrolling me/us in the Scheme; (iii) administering and managing my / our contributions and accrued
benefits under the Scheme; (iv) conducting customer surveys; (v) researching and designing financial, insurance or pensions products for customer use; (vi) selecting and
participating in reward, loyalty or privileges program and related service for me/us; (vii) contacting me/us for the above purposes; (viii) purposes which are directly related
to the above purposes; and (ix) complying with applicable laws, regulation or court order.
The Trustee may also use my/our contact details, demographic information, investment choices and accrued benefits to contact me/us with marketing information
regarding the Scheme, including by phone calls, mail, email, SMS or any type of electronic message. The Trustee may not so use my/our data unless the Trustee have
received my/our consent (which includes an indication of no objection). Tick the box below if I/we do not consent to receive such marketing information.
The Trustee may disclose my/our personal data for the above purposes: (a) to third parties who provide services in Hong Kong or elsewhere which assist the Trustee to
carry out the above purposes, including scheme administrator (provided that such contractors are required to keep all such personal data confidential and may only use the
personal data to provide those services); (b) to my/our bank for payment purposes; (c) to my/our insurance broker (if any); (d) to my MPF intermediaries; (e) to the
Trustee’s related companies (as defined in the Companies Ordinance) including insurance companies and financial services companies; (f) to any person to whom the
Trustee or it's related companies (inside or outside Hong Kong) is under an obligation to make disclosure under the requirements of any law, regulation or court order
binding on or applying to or to which the Trustee or its related companies (inside or outside Hong Kong) is subject to, or under and for the purposes of any guidelines
issued by regulatory or other authorities with which the Trustee or its related companies (inside or outside Hong Kong) is expected to comply and (g) as otherwise required
or permitted by law.
The Trustee may also use and disclose my/our personal data in other ways with my/our consent or as otherwise required or permitted by law.
I/We understand that the information I/we give is voluntary, but failure to provide the requested personal data may mean the Trustee is unable to process my/our
application. I/We have the right to seek access to and request correction of any personal data the Trustee holds about me/us by sending a written request to The Manager,
Pensions Administration Department, BestServe Financial Limited, 10/F, One HarbourFront, 18 Tak Fung Street, Hung Hom, Hong Kong. The Trustee may charge a
reasonable fee for the processing of any such requests.
Please tick if you do not wish to receive marketing information from the Trustee.
第四部分 Section IV
聲明 DECLARATION
本人 (作為成員身份),謹此確定以上細則 / 或附上之資料(如有)皆為真實正確。
I, the Member, hereby confirm that the above details and the attached information (if any) are true and correct.
成員簽署
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Signature of Member
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備註
Notes:
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成員簽署必須與之前遞交予本計劃行政管理人的式樣相同。如成員簽署與紀錄不符,我們將邀請 閣下到客戶服
務中心作身份核實。中心職員將要求 閣下出示香港身份證(或護照)以核實 閣下身份。如 閣下已忘記簽署式樣,
請攜同此表格及香港身份證(或護照)親臨我們的客戶服務中心作身份核實。
Signature of member must be same
as the previous specimen submitted to the Administrator of the Scheme. If your signature does not match with our
record, you will be invited to our Client Service Centre for identity verification. Our staff will request you to present
your HKID card (or passport) to verify your identity. If you forget your signature specimen, please bring along this
form
and
our HKID card
or passport
in person
to our Client Service Centre for identit
verification.
日期 Date:
請將填妥表格交予: 永明彩虹強積金計劃行政管理人-卓譽金融服務有限公司
香港九龍紅磡德豐街 18 號海濱廣場一座 10 樓 電話 3183 1888 傳真 3183 1889
Please send the completed form to: Sun Life Rainbow MPF Scheme, The Administrator, BestServe Financial Limited
10/F, One Harbourfront, 18 Tak Fung Street, Hunghom, Kowloon, Hong Kong Tel 3183 1888 Fax 3183 1889