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 Limited6th Floor, Wyndham Place, 44 Wyndham St
Central, Hong kong

Phone: +852 3746 9080
Fax: +852 3746 9081

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