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报道指宏利及友邦强积金投资领航 有应变政策
阿思达克 09-02 10:40
据《明报》报道,早前宣布退出本港ETF及强积金市场的领航(Vanguard)管理强积金涉及总资产187亿元,大部分来自宏利及友邦。其中宏利环球精选(强积金)计划中预设投资策略之「宏利强积金核心累积基金」及「宏利强积金65岁後基金」分别投资在领航核准汇集投资基金,另友邦之预设投资策略强积金包括「核心累积基金」及「65岁後基金」亦投资在领航的基金。

报道引述宏利指,在管理强积金等受严格规管业务时已制订全面应变计划,包括有关强积金产品成分基金或基金经理变动,将遵照监管规定,与领航合作确保平稳有序交接,保障强积金成员利益。

报道并引述友邦指,公司备有政策和程序适当处理投资经理的委任、更换及离任,以确保全面妥善处理任何投资经理的变更,计划成员的权益在任何情况下均得到保障。

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