Private Client Services

ORSO Retirement Trusts

If you are self-employed or have an employee/employer relationship, an Occupational Retirement Scheme Ordinance (ORSO) trust is a tax effective way to provide for retirement savings and to significantly mitigate tax upon eventual disbursement of retirement moneys.

Our services include:

  • Assessing whether an ORSO trust is suitable
  • Establishing the ORSO trust
  • Assisting clients with independent tax advice
  • Liaising with MPFA and registering the scheme
  • Assisting with investment advisers for underlying assets of the scheme
  • Annual reporting to MPFA
  • Annual review of the scheme and reporting to Employer and beneficiaries

Contact Us

The Hong Kong Trust Company LimitedSuite AB, 15th Floor, Entertainment Building
30 Queen's Road Central, Hong Kong

Phone: +852 3746 9080
Fax: +852 3746 9081
Email: [email protected]

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