The 10th BENCHMARK Wealth Management Awards
- Insurance Company of the Year
- Human Capital Development - BEST-IN-CLASS
- Mobile Technology - BEST-IN-CLASS
- Whole-Life Insurance - BEST-IN-CLASS
- Client Digital Experience - OUTSTANDING ACHIEVER
- Client Support - OUTSTANDING ACHIEVER
- HealthCare Product - OUTSTANDING ACHIEVER
The Hong Kong Sustainability Award 2018/2019 by the Hong Kong Management Association
- Certificate of Excellence
Banking & Finance Awards 2019 - Sky Post
- Excellence Award for Promotion Strategy – Insurance Services
Top 3 of The Hong Kong Insurance Awards 2019
- Outstanding Claims Management Award – Life Insurance
- Most Innovative Product / Service Award – Life Insurance (Wealth)
- Outstanding MPF/Employees' Benefit Product/Service Award
- Outstanding Young Professional of the Year – Intermediary
Insurance Excellence Awards 2019 by iMoney Magazine
HR Distinction Awards 2019
- Silver Award for Excellence in Talent Management
CMO Asia Awards 2019
HR Asia Awards 2019
- Best Companies To Work For In Asia
Financial Institution Awards 2019 by Bloomberg Businessweek/Chinese Edition (Insurance Sector )
- Excellence Award - Educational Fund
- Excellence Award - Claims Management
- Excellence Award - Integrated Marketing (Product)
- Outstanding Award - Brand of the Year
- Outstanding Award - InsurTech Company of the Year
- Outstanding Award - Mobile Usability
- Outstanding Award - Training Academy of the Year
Mob-Ex Awards 2019
- Silver Award for Best App – Insurance Services
- Bronze Award for Best App – Financial Services
IFPHK Financial Education Leadership Awards cum Accredited Professional Financial Planning Firm 2019
- Accredited Professional Financial Planning Firm
- Corporate Financial Education Leadership – Gold Award
Economic Digest - The Outstanding Brand Awards 2019
- The Outstanding Brand Awards - Excellence Award
- MPF Management Service Provider
MPF Awards
BENCHMARK Fund of the Year Awards 2019
GRAND AWARD
- MPF Provider of the Year Award
BEST-IN-CLASS
- Top MPF Awards - Hong Kong Equity
- Top MPF Awards - Lifestyle - (>20-40% Equity)
- Top MPF Awards - Lifestyle - (>40-60% Equity)
- Top MPF Awards - Lifestyle - (>60-80% Equity)
OUTSTANDING ACHIEVER
- Capability Awards - Member Servicing
- Capability Awards - Investor Education
- Capability Awards - Intermediary of the Year (Internal)
Source: BENCHMARK Capability Awards received are based on the qualitative methodology and tools determined by BENCHMARK. Top MPF Awards received are based on performance data provided by Refinitiv to BENCHMARK between October 1, 2018 and September 30, 2019. For details of source and assessment criteria, please refer to https://benchmark.exchange/hk/asset-management/mpf-result-announcement-2019.
Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2019 Hong Kong
Best Performer
- Mixed Allocation – Growth (MPF – 10 Years)
Outstanding Performer
- Equity - Hong Kong (MPF – 5 years)
- Equity - Hong Kong (MPF – 10 years)
Source: Bloomberg Businessweek (Chinese edition) Top Fund Awards 2019. Award criteria please visit: http://www.bbwhkevent.com
2019 Lipper Fund Awards from Refinitiv
- Equity Hong Kong - 10 Years
- Mixed Asset HKD Aggressive - 3, 5, 10 Years
- Mixed Asset HKD Balanced - 5, 10 Years
Source: Lipper Fund Award website at https://www.lipperfundawards.com/Awards/HongKong.The results are based on the consistent returns and qualitative assessments of constitute funds as at 31 December 2018.
MPF Ratings – The 2019 MPF Awards
- 2019 Employers' Choice
- 5 Year Consecutive Gold Rated Scheme
- Gold Rated Scheme
- Sliver Rated Scheme
- Two Bronze Rated Schemes
- Best Member Servicing
- 5 Year Consistent Performer – Equity Fund (HK & China)
- 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 (21-40)
- 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 at https://www.mpfratings.com.hk/ratings-and-awards/. The ratings and awards are based on the constituent funds’ investment and performance, fees and charges, and qualitative assessment as at 31 December 2018.
