At Sun Life Financial we take great pride in the accomplishments of our business operations, our employees and our advisors. Read on to see what our employees, advisors and businesses are achieving.

Our Awards

Enterprising Hong Kong Brand Awards

  • Best HK Financial Services Brand– Privately held

Top 3 of The Hong Kong Insurance Awards 2017

  • Most Innovative Product / Service Award - Health Specialty

The Mandatory Provident Fund Schemes Authority - Good MPF Employer Award

  • 2016-17 Good MPF Employer
  • e-Contribution Award
  • Support for MPF Management Award

(BestServe Financial Limited and Sun Life Trustee Company) 

Human Resources - The HR Vendors of the Year 2017

  • Silver Winner - Best Retirement & Pension Plan Provider

Sky Post - Banking & Finance Awards 2017

  • Excellence Award for MPF Provider (Funds and MPF Category)

The 8th annual BENCHMARK Wealth Management Awards 2017

  • Campaign of the Year (Brand)

Marketing Excellence Awards 2017

  • Bronze Award – Excellence in Out-of-Home Marketing

The Hong Kong Council of Social Service

  • Caring Company 16th consecutive year (2002-2017)

Award for Excellence in Training and Development 2017 (Campaign Award)

  • Chow Tai Fook Citation for Commitment to Professional Development (Development Category)

Sun Life Assurance Company of Canada Financial Strength Ratings (as at December 31, 2017)

  • Standard & Poor’sAA-*
  • Moody’sAa3
  • A.M.BestA+
  • DBRSAA(low)

* On March 13, 2017 S&P revised outlook to Positive from Stable

MPF Awards

MPF Ratings - The 2018 MPF Awards

  • 2018 MPF Scheme of the Year
  • 5 Year Consecutive Gold Rated Scheme
  • Gold Rated Scheme
  • 1 Year Consistent Performer – Mixed Asset Fund (21-40)
  • 1 Year Consistent Performer – Mixed Asset Fund (41-60)
  • 1 Year Consistent Performer – Mixed Asset Fund (61-80)
  • 5 Year Consistent Performer – Mixed Asset Fund (41-60)
  • 5 Year Consistent Performer – Mixed Asset Fund (61-80)
  • 10 Year Consistent Performer – Equity Fund (HK& China)
  • 10 Year Consistent Performer – Mixed Asset Fund (41-60)
  • 10 Year Consistent Performer – Mixed Asset Fund (61-80)
  • 10 Year Consistent Performer – Mixed Asset Fund (81-100)

Source: MPF Ratings Limited’s website. The ratings and awards are based on the constituent funds’ investment and performance, fees and charges, and qualitative assessment as at 31 December 2017.

Thomson Reuters Lipper Hong Kong 2018 Fund Awards

  • Best Mandatory Provident Fund over 3, 10 years - Equity Hong Kong
  • Best Mandatory Provident Fund over 5, 10 years - Mixed Asset HKD Aggressive
  • Best Mandatory Provident Fund over 3, 5, 10 years - Mixed Asset HKD Balanced
  • Best Mandatory Provident Fund over 3 years - Mixed Asset HKD Conservative

Source: The Thomson Reuters Lipper’s website. The results are based on the constituent fund performance as at 31 December 2017.

The BENCHMARK Fund of the Year Awards 2017 Hong Kong

Best-in-Class

  • Top MPF - Cautious Allocation
  • Top MPF - Moderate Allocation
  • Top MPF - Aggressive Allocation
  • Top MPF - Hong Kong Equity
  • MPF Capability Awards - Investor Education

Outstanding Achiever

  • Top MPF - Moderate Allocation
  • Top MPF - Aggressive Allocation
  • Top MPF - Hong Kong Equity
  • MPF Capability Awards – Member Servicing

Source: The BENCHMARK Fund of the Year Awards’ website. For Best-in-Class Award and Outstanding Achiever Award of cautious allocation, moderate allocation, aggressive allocation and Hong Kong equity, the results are based on the constituent fund performance as at 30 September 2017.

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2017 Hong Kong

Best Performer

  • Global Bond Fund (MPF –1 Year)
  • Balanced Fund (MPF – 10 Years)
  • Guaranteed Fund (10 Years)
  • Growth Fund (MPF – 10 Years)
  • Hong Kong Equity Fund (MPF – 10 Years)

Outstanding Performer

  • Global Bond Fund (MPF – 5 years)
  • RMB Focus Fund (MPF – 5 years)
  • Growth Fund (MPF – 10 Years)
  • Global Equity Fund (MPF – 10 years)

Source:  Bloomberg Businessweek (Chinese Edition) Issue no. 135 published on 27 December 2017. The results are based on the constituent fund performance as at 30 September 2017.