Awards

AmCham Women of Influence Awards 2021

• Best Company for Women

HKMA 60th + 1 Anniversary Celebration cum Hong Kong Sustainability Award Presentation Ceremony

• Most Respected Organizations Award

BENCHMARK Wealth Management Awards 2021

• Social Media Engagement - Outstanding Achiever 

IFPHK Financial Education Leadership Awards 2021

• Corporate Financial Education Leadership – Gold Award

Now BNC Leadership Business Award 2021

• Financial Insurance Award of Excellence

The Hong Kong Insurance Awards 2021 by the Hong Kong Federation of Insurers

• Outstanding Financial Education Award – Top 3 

The Sixth Annual WealthBriefingAsia Greater China Awards

• Insurance Product or Offering For UHNW Families

01 Gold Medal Awards – HK01

• Excellence Award of Retirement Plans
• Excellence Award of Saving Insurance Products

The Institute of Financial Planners of Hong Kong

• IFPHK Accredited Professional Financial Planning Firm 2021

The Investor and Financial Education Council

• Financial Education Champion Award 2021

The Hong Kong Council of Social Service

• Caring Company 19th consecutive year (2002-2021)

MPF Awards

BENCHMARK MPF of the Year Awards 2021 

Grand Award

• Sponsor of the Year

Intermediary Award

• Intermediary of the Year

BEST-IN-CLASS

• Sponsor Awards - Investor Education Award
• Sponsor Awards - Intermediary Support Award
• Top MPF Fund Awards - Hong Kong Equity
• Top MPF Fund Awards - Lifestyle - (>20-40% Equity)
• Top MPF Fund Awards - Lifestyle - (>40-60% Equity)
• Top MPF Fund Awards - Lifestyle - (>60-80% Equity)

OUTSTANDING ACHIEVER

• Trustee Awards - Member Servicing

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2021 Hong Kong

Best Performer

• Mixed Allocation - Growth Fund (MPF - 1 Year)
• Equity - Hong Kong Fund (MPF - 1 Year)
• Mixed Allocation - Growth Fund (MPF - 5 Years)
• Equity - Hong Kong Fund (MPF - 5 Years)
• Fixed Income - Global Fund (MPF - 5 Years)
• Guaranteed Fund (MPF - 5 Years)
• Mixed Allocation - Growth Fund (MPF - 10 Years)
• Equity - Hong Kong Fund (MPF - 10 Years)
• Fixed Income - Global Fund (MPF - 10 Years)

Outstanding Performer

• Mixed Allocation - Balanced Fund (MPF - 1 Year)
• Equity - Asia Pacific Fund (MPF - 1 Year)
• Equity - Hong Kong Fund (MPF - 1 Year)
• Fixed Income - Global Fund (MPF - 1 Year)
• Mixed Allocation - Balanced Fund (MPF - 5 Years)
• Mixed Allocation - Moderate Allocation Fund (MPF - 5 Years)
• Equity - Hong Kong Fund (MPF - 5 Years)
• Mixed Allocation - Balanced Fund (MPF - 10 Years)
• Mixed Allocation - Balanced Fund (MPF - 10 Years)
• Mixed Allocation - Moderate Allocation Fund (MPF - 10 Years)
• Equity - Hong Kong Fund (MPF - 10 Years)

"The 2021 MPF Awards" by MPF Ratings

• MPF Scheme of the Year
  
• Gold Rated Scheme
• Silver Rated Scheme
• Two Bronze Rated Schemes
• 5 Year Consecutive Gold Rating
• Fast Mover
• 1 Year Consistent Performer – Mixed Asset Fund (21-40% Equity)
• 5 Year Consistent Performer – Mixed Asset Fund (61-80% Equity)
• 10 Year Consistent Performer – Mixed Asset Fund (21-40% Equity)
• 10 Year Consistent Performer – Mixed Asset Fund (41-60% Equity)
• 10 Year Consistent Performer – Mixed Asset Fund (61-80% Equity

2021 Refinitiv Lipper Fund Awards

• Group Award - Overall
• Group Award -Equity 
• Equity Hong Kong - 3 Years
• Mixed Asset HKD Aggressive - 3 Years
• Mixed Asset HKD Aggressive - 5 Years
• Equity Hong Kong - 10 Years
• Mixed Asset HKD Aggressive - 10 Years
• Mixed Asset HKD Balanced - 10 Years

The 11th BENCHMARK Wealth Management Awards

• Human Capital Development - BEST-IN-CLASS
• Qualifying Deferred Annuity Policy (QDAP) -  BEST-IN-CLASS     
• Social Media Engagement - BEST-IN-CLASS
• Savings Product - OUTSTANDING ACHIEVER

ESG Achievement Awards 2020 by Institute of ESG & Benchmark

• The Outstanding ESG Fund/ ETF – Diamond*

*Awarded to Sun Life Asset Management (HK) Limited 

Sing Tao Service Awards 2020 - Sing Tao Daily

• Qualifying Deferred Annuity Policy

Banking & Finance Awards 2020 by Sky Post

• Excellence Award for Digital Promotion Strategy – Insurance Service

Insurance Excellence Awards 2020 by iMoney Magazine

• Best Retirement Planning

HR Distinction Awards 2020

• HR Grand Winner
• Employer of the Year
• Excellence in Employee Engagement – Gold
• Excellence in HR Strategic Planning – Gold
• Excellence in Talent Management – Gold
• Excellence in Employee Wellbeing – Silver
• Excellence in Employee Work-Life Balance – Silver
• Excellence in Crisis Management – Silver
• Excellence in Employee Caring – Bronze

CTgoodjobs - Best HR Awards 2020

• Employer of the Year - Grand
• Best Corporate Wellbeing Programme Award – Grand
• Best Talent Management Strategy Award – Platinum
• The Perfect Office Award – Platinum

5th Asia Trusted Life Agents and Advisers Awards 2020

• Insurance Company of the Year
• Young Executive of the Year
• Lifetime Achievement Award

IFPHK Financial Education Leadership Awards cum Accredited Professional Financial Planning Firm 2020

• Corporate Financial Education Leadership – Gold Award
• Corporate Financial Education Leadership for the Best Advocate
• Accredited Professional Financial Planning Firm

ET Net FinTech Awards 2020

• Outstanding Group Health Insurance Mobile Apps

MPF Awards

BENCHMARK MPF of the Year Awards 2020

Grand Award

Brand of the Year

Campaign of the Year

MPF Capability Awards - Campaign of the Year

Intermediary of the Year

MPF Capability Awards - Intermediary of the Year (Internal)

Best-in-class

Top MPF Fund Awards - Lifestyle - (>20-40% Equity)

Top MPF Fund Awards - Lifestyle - (>40-60% Equity)

Top MPF Fund Awards - Lifestyle - (>60-80% Equity)

Top MPF Fund Awards - Hong Kong Equity

Top MPF Fund Awards - Hong Kong Equity (Index Tracking)

Top MPF Fund Awards - Default Investment Strategy - Core Accumulation Fund

MPF Capability Awards - Intermediary Support

Outstanding achiever

Top MPF Fund Awards - Hong Kong Equity

MPF Capability Awards - Investor Education

MPF Capability Awards - Member Servicing

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2020 Hong Kong

Best Performer

• Equity - Hong Kong (MPF - 1 Year)
• Mixed Allocation - Moderate (MPF - 5 Years)
• Equity –  Hong Kong (MPF - 5 Years)
• Mixed Allocation - Growth (MPF - 10 Years)
• Mixed Allocation - Moderate  (MPF - 10 Years)
• Equity - Hong Kong (MPF - 10 Years)

Outstanding Performer

• Equity - Hong Kong (MPF - 1 Year)
• Equity - Asian Pacific (MPF - 1 Year)
• Guaranteed Fund (MPF - 1 Year)
• Equity - Hong Kong (MPF - 5 Years)
• Guaranteed Fund (MPF - 5 Years)
• Mixed Allocation - Growth (MPF - 5 Years)
• Equity - Asian Pacific (MPF - 10 Years)

 Economic Digest - The Outstanding Brand Awards 2020

• The Outstanding Brand Awards - Excellence Award
• MPF Management Service Provider

MPF Ratings’ 2020 MPF Scheme Ratings and Awards

• Employers' Choice
• Gold Rated Scheme
• Three Bronze Rated Schemes
• 5 Year Consecutive Gold Rating
• Fast Mover
• 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)

2020 Refinitiv Lipper Fund Awards

• Equity Hong Kong - 5 Years
• Equity Hong Kong - 10 Years
• Mixed Asset HKD Aggressive - 5 Years
• Mixed Asset HKD Aggressive - 10 Years
• Mixed Asset HKD Balanced - 10 Years