Awards

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

The Hong Kong Council of Social Service

  • Caring Company 18th consecutive year (2002-2020)

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

MPF Awards

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)

Source: MPF Ratings’ 2020 MPF Scheme Ratings and Awards. For Scheme Ratings and Awards assessment criteria please visit: https://www.mpfratings.com.hk/ratings-and-awards.

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

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 2019.

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)

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.

The 9th BENCHMARK Wealth Management Awards

  • Brand of the Year
  • Academy of the Year
  • Whole Life Insurance - Best in Class
  • Retirement Product - Best in Class
  • Outstanding Campaign Award
  • Social Media Engagement - Outstanding Achiever

IFPHK Financial Education Leadership Awards cum Accredited Professional Financial Planning Firm 2018

  • Accredited Professional Financial Planning Firm
  • Corporate Financial Education Leadership – Gold Award

Economic Digest - The Outstanding Brand Awards 2018

  • MPF Management Service Provider

Economic Digest - The Outstanding eCommerce Excellence Award 2018

  • Online MPF Platform

Insurance Excellence Awards 2018 by iMoney Magazine

  • Best Corporate Image

MPF Awards

BENCHMARK Fund of the Year Awards 2018

GRAND AWARD

  • Provider of the Year - MPF
  • Brand of the Year

BEST-IN-CLASS

  • MPF Capability Awards - Campaign of the Year
  • MPF Capability Awards - Intermediary Support
  • Top MPF Fund Awards - Hong Kong Equity
  • Top MPF Fund Awards - Mixed Assets >40-60% Equity
  • Top MPF Fund Awards - Mixed Assets >60-80% Equity

OUTSTANDING ACHIEVER

  • MPF Capability Awards - Member Servicing
  • Top MPF Fund Awards - Mixed Assets >20-40% Equity

Source: The BENCHMARK Fund of the Year Awards website at https://www.fundawards.asia/hk/mpf-result-announcement-2018/. For Top MPF awards, the results are based on the constituent fund performance as at 30 September 2018.

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.

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2018 Hong Kong

Best Performer

  • Hong Kong Equity Fund (MPF – 10 years)
  • Global Fixed Income Fund (MPF – 10 Years)

Outstanding Performer

  • Hong Kong Equity Fund (MPF – 1 Year)
  • Hong Kong Equity Fund (MPF – 5 Year)
  • Global Fixed Income Fund (MPF – 5 Years)
  • Global Fixed Income Fund (MPF – 10 Years)

Source: Bloomberg Businessweek (Chinese edition) Top Fund Awards 2018. For the award criteria of Bloomberg Businessweek (Chinese edition) Top Fund Awards 2018, please visit:

http://www.bbwhkevent.com