依據《集資退休基金守則》，每隻集資退休基金及投資組合的主要推銷刊物，應刊載所有切合近期發展且足以令計劃參與者就其投資作出有根據的決定的資料。
就此而言，本會提供不同資料披露範本（僅作說明用途），當中分別列出四類投資組合的主要推銷刊物所須符合的最低披露規定。每類投資組合都有其獨有特點和風險狀況。因此，主要推銷刊物必須按照《集資退休基金守則》的規定，因應各投資組合的類別載列特有的資料。主要推銷刊物的版面編排不拘一格，可彈性設計。
資料披露範本通常都包含以下章節：
資料披露範本
以下是不同類別投資組合的資料披露範本：
| 投資組合類別 |
|---|
| 投資於證監會認可基金的基金 (PDF) |
| 現金管理投資組合 (PDF) |
| 保證基金 (PDF) |
| 直接投資基金 (PDF) |
最後更新日期: 2021年11月19日
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