News releases

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First-in-market concept of “Family Concierge” to take care Clients and their family

Hong Kong, July 3, 2024 - Sun Life announced that it has built a “HNW Value-Added Service ECO system” to provide a comprehensive suite of superior services to high-net-worth Clients in three major aspects: “Health”, “Enhancement”, and “Value Creation”. Sun Life has also partnered with HealthMutual Group to build a high-end medical network, helping our Clients to access the high quality medical support service from CUHK Medical Centre, Gleneagles Hospital Hong Kong and other private hospitals in Hong Kong, as well as private hospitals and Class 3A public hospitals across Mainland China through eSunPro¹, a healthcare service platform (“eSunPro”). eSunPro¹ also introduces the first-in-market concept of “Family Concierge”, extending the designated value-added services to family members of eligible Clients. Through the comprehensive HNW Value-Added Service ECO system and a series of excellent products and services, Sun Life helps high-net-worth Clients to protect their health, preserve assets and pass on wealth.

The Hong Kong SAR Government launched multiple policy measures last year to support the development of the family offices in Hong Kong. The recently launched "New Capital Investment Entrant Scheme"² further reflects its dedication to bolstering the growth of Hong Kong's asset and wealth management, financial services, and related professional sectors and facilitating high quality development. To meet the diverse needs of high-net-worth and family office Clients in wealth management and health protection, Sun Life's HNW Value-Added Service ECO system encompasses three major aspects: “Health”, “Enhancement”, and “Value Creation”.

1) “Health”: High-quality medical support services to help our Clients and their families live healthier lives

• Through the high-end medical network of healthcare service platform eSunPro¹, Clients can access high quality medical services from CUHK Medical Centre, Gleneagles Hospital Hong Kong, and other private hospitals in Hong Kong. The hospitals’ high-quality multidisciplinary teams will provide medical solutions to qualified Clients1, with their expertise on common diseases including cancer, stroke, heart diseases and chronic geriatric diseases, meeting Clients’ needs of support on early screening, diagnosis, treatment and recovery support;
• eSunPro¹ provides high quality medical services and support to eligible Clients and their families through the first-in-market concept of “Family Concierge”;
• The support services also include a series of health seminars by doctors and nutritionists to fully support Clients live healthier lives; and
• eSunPro¹ provides a dedicated medical network for the Greater Bay Area enables Clients to be referred to well-known medical institutions in the Greater Bay Area for examination and treatment, while receiving proper support.

2) “Enhancement”: Launch of Legacy Academy to enhance the capabilities of financial advisors to provide high-end services

• Sun Life launched the first family office training certificate courses in Hong Kong in collaboration with the Institute of Continuing and Professional Education of The Hang Seng University of Hong Kong;
• Various professional institutions, renowned fund companies, international entrepreneurs, and local family businesses are invited to provide professional education and training regularly on trusts, wills, corporate keyman insurance, and tax regulations in various regions.

3) “Value Creation”: Offering high-net-worth Clients a range of exclusive high-end, value-added service referral

• Sun Life’s diverse suite of savings, life, and investment-linked insurance products can comprehensively address Clients’ issues in trust, tax, or legal matters. Exclusive plans are tailored for Clients with value-added service referrals provided according to their needs, helping Clients effectively preserve, accumulate, increase and pass on their assets.

Clement Lam, Chief Executive Officer of Sun Life Hong Kong Limited, said, "High-net-worth Clients have their own unique needs, from general wealth planning, protecting assets to pass on to their next generation, as well as superior service and health protection. All these require top talents to manage and professional service to support. With over 30 years of experience in serving the high-net-worth Clients, along with the expertise of our professional team and our proven underwriting capacity, our ‘HNW Value-Added Service ECO system’ fulfils the diverse needs of high-net-worth Clients to preserve assets, pass on wealth, and protect health."

Christine Yeung, General Manager, Life and Health of Sun Life Hong Kong Limited, said, “Our ‘HNW Value-Added Service ECO system’ is a suite of high-quality support services designed for high-net-worth Clients. We understand that stroke, cancer and heart disease have serious impacts on families. It is our honour to partner with the top local private hospitals, enabling us to leverage their medical expertise to provide more Client-oriented healthcare value-added services to refine our current scope of services.”

Dr. Hong Fung, Chief Executive Officer of CUHK Medical Centre, said, “We are delighted to collaborate with Sun Life this time. Through the partnership, cancer, stroke and cardiac patients can receive appropriate medical advice and rehabilitation treatments through Sunlife’s referral service. Patients with severe illnesses need reliable and precise medical advice and services, which can help alleviate their anxiety. Many cancer patients are keen to seek secondary medical advice to better understand their condition and discuss treatment options; and for stroke patients, rehabilitation is crucial throughout the treatment process. We recognise the varied needs of patients, and we will do our best to provide the proper service for those referred to us and to walk alongside them.”

Dr Kenneth Tsang, Regional Chief Executive Officer of IHH Healthcare North Asia and Chief Executive Officer of Gleneagles Hospital Hong Kong, said, “Gleneagles strives to leverage advanced technology, innovative platforms and strategic partnerships to make excellent-quality and personalised healthcare accessible to more people. With oncology and cardiology being among our core specialties, we have been working with the experts and multidisciplinary teams at our different specialist service centres to perform a number of novel and highly-advanced treatment protocols. Supported by our top-notch healthcare team, patients will receive timely and tailored medical services covering oncology, cardiology and more throughout their healthcare journey.”

KC Chan, Founder of HealthMutual Group, said, “HealthMutual Group was established to play the role of a medical concierge, assisting insurance companies to meet their Clients’ medical needs and add value to medical insurance products through our vast medical network and professional customer services. Therefore, we are pleased to partner with Sun Life to launch the ‘Family Concierge’ for its high-net-worth Clients, promoting the essential medical concierge services to the Greater Bay Area and extending it to the Clients' family members. We have been actively expanding our medical network in the Greater Bay Area in recent years. Therefore, Clients and their families who live and work in the Greater Bay Area can contact us at any time to enjoy the most suitable medical and recovery treatment, and we will provide support on follow-up claims as needed.”

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Photo caption: Sun Life announced that it has built a “HNW Value-Added Service ECO system” to provide a comprehensive suite of superior services to high-net-worth Clients in three major aspects: “Health”, “Enhancement”, and “Value Creation”.

(From left to right: KC Chan, Founder of HealthMutual Group; Dr Jacqueline Choi, Medical Director, Business Development, CUHK Medical Centre; Clement Lam, Chief Executive Officer of Sun Life Hong Kong Limited; Christine Yeung, General Manager, Life and Health of Sun Life Hong Kong Limited; Joyce Smith, Chief Commercial Officer, Gleneagles Hospital Hong Kong)

Photo caption: Sun Life has partnered with HealthMutual Group to build a high-end medical network, helping Clients to access the high quality medical support service from CUHK Medical Centre, Gleneagles Hospital Hong Kong and other private hospitals in Hong Kong, as well as private hospitals and Class 3A public hospitals across Mainland China through eSunPro, a healthcare service platform.

(From left to right: KC Chan, Founder of HealthMutual Group; Dr Jacqueline Choi, Medical Director, Business Development, CUHK Medical Centre; Clement Lam, Chief Executive Officer of Sun Life Hong Kong Limited; Christine Yeung, General Manager, Life and Health of Sun Life Hong Kong Limited; Joyce Smith, Chief Commercial Officer, Gleneagles Hospital Hong Kong)

Remarks:

1. Healthcare service platform eSunPro is provided by HealthMutual Group and is only available for eligible products and Clients. Terms and conditions apply. For more information, please visit: https://www.sunlife.com.hk/en/insurance/value-added-services/

      2. New Capital Investment Entrant Scheme
          https://www.info.gov.hk/gia/general/202403/01/P2024022900797.htm?fontSize=1

About Sun Life

Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, Mainland China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March 31, 2024, Sun Life had total assets under management of $1.47 trillion. For more information, please visit www.sunlife.com.

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF. Sun Life Financial Inc. is the holding company of Sun Life Assurance Company of Canada. Sun Life Hong Kong Limited is a wholly-owned subsidiary of Sun Life Assurance Company of Canada.

Media Contact

Sun Life Hong Kong Limited

Kate Siu

Tel: (852) 3183 3696

Email: kate.wy.siu@sunlife.com

Weber Shandwick
Juliana Li

Tel: (852) 2533 9973
Email: JLi2@webershandwick.com