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

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

 

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

  • Best CSR

HR Distinction Awards 2019

  • Silver Award for Excellence in Talent Management

CMO Asia Awards 2019

  • Asia’s Best Brand

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)

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)

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

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)