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Awards

Financial Services Awards of Excellence 2023 – Hong Kong Economic Journal

  • ESG Savings and Insurance

Excellence Awards 2023 – Hong Kong Economic Times

  • Excellence in Sustainable Wealth Inheritance (Insurance)
  • Excellence in Greater Bay Area Insurance Customer Service

GBA Insurance Awards 2023 – Metro Finance

  • Outstanding Marketing Strategies – ESG

Corporate Brand Awards of Excellence 2023 – Hong Kong Economic Journal

  • Wealth Inheritance and Saving Insurance Plan Award
  • High-End Cross Border Customer Service Experience Award

Sing Tao Service Awards 2022 - Sing Tao Daily

  • Greater Bay Area Wealth Inheritance Services (Hong Kong) 
  • Innovative Insurance Products 
  • Medical Insurance

The Hong Kong Council of Social Service

  • Caring Company 21st consecutive year (2002-2023)

MPF Awards

“The 2023 MPF Awards” by MPF Ratings

  • Gold rated Scheme
  • 1 Silver Rated Scheme
  • 2 Bronze Rated Schemes
  • 10 Year Consecutive Gold Rating
  • Fast Mover
  • Socially Responsible
  • Environmentally Responsible
  • 1 Year Consistent Performer – Bond Fund (RMB)
  • 10 Year Consistent Performer – Bond Fund (RMB)
  • 15 Year Consistent Performer – Bond Fund (RMB)
  • 15 Year Consistent Performer – Equity Fund (HK & China)
  • 15 Year Consistent Performer – Mixed Asset Fund (41-60% Equity)
  • 15 Year Consistent Performer – Mixed Asset Fund (61-80% Equity)
  • 15 Year Consistent Performer – Mixed Asset Fund (81-100% Equity)
  • 20 Year Consistent Performer – Equity Fund (Asia)
  • 20 Year Consistent Performer – Bond Fund (RMB)
  • 20 Year Consistent Performer – Equity Fund (HK & China)
  • 20 Year Consistent Performer – Mixed Asset Fund (41-60% Equity)
  • 20 Year Consistent Performer – Mixed Asset Fund (61-80% Equity)
  • 20 Year Consistent Performer – Mixed Asset Fund (81-100% Equity)

Hong Kong 2023 Refinitiv Lipper Fund Awards

  • Best Group Award – Overall

The awards recognize outperforming fund group from across all asset classes, including equity, bond and mixed-assets in specific fund award universe of Hong Kong Pension Funds.

  • Best Group Award – Equity

The awards recognize outperforming fund group from specific asset of equity in specific fund award universe of Hong Kong Pension Funds.

  • Mixed Asset HKD Aggressive - 10 years

Mediazone’s Asia’s Most Valuable Companies in Hong Kong 2023 Award

  • Best MPF Administration Company of the Year award
  • Best MPF Management App award

10Life 5-Star Insurance Award 2022

  • Life Insurer of the Year
  • 5-Star Savings Insurance Award
  • 5-Star Whole Life Protection Insurance Award
  • 5-Star Whole Life Critical Illness Insurance Award
  • 5-Star VHIS Award

The Hong Kong Insurance Awards 2022 - The Hong Kong Federation of Insurers

  • Most Innovative Product / Service Award Life Insurance (Wealth)

Now Business News Channel Leadership Business Award 2022

  • Greater Bay Area Financial Insurance Award of Excellence

GBA Corporate Sustainability Awards 2022 – Metro Finance

  • Excellence in Green Sustainability (Climate Action)
  • Excellence in Social Sustainability (Sustainable Cities and Communities)

iMoney Enterprise Brand Awards 2022 – iMoney

  • Best Green Insurance (Financial Service Category)
  • Most Caring Society Insurance (Financial Service Category)

Corporate Brand Awards of Excellence – Hong Kong Economic Journal

  • Insurance Services and Client Experience
  • Digital Innovation Insurance Service

GBA Insurance Awards 2022 – Metro Finance

  • Outstanding Voluntary Health Insurance Scheme Award

Sing Tao Service Awards 2021 - Sing Tao Daily

  • Deferred Annuity Policy
  • MPF

The Hong Kong Council of Social Service

  • Caring Company 20th consecutive year (2002-2022)

01 Gold Medal Awards – HK01

  • Excellence Award of Retirement Plans

Loyalty & Engagement Awards 2022 by Marketing-Interactive

  • Best Omni-Channel Strategy – Silver Award
  • Best Social Media Strategy – Bronze Award

MPF Awards

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2022 Hong Kong

Best Performer

  • Greater China Fund (Aggregated Approach) (MPF - 1 Year)
  • Mixed Allocation – Moderate Allocation Fund (MPF – 10 Years)

Outstanding Performer

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

BENCHMARK MPF of the Year Awards 2022

Grand Award

  • Sponsor of the Year

Intermediary Award

  • Intermediary of the Year

Best-in-class

  • Sponsor Awards - Intermediary Support Award
  • Trustee Awards - Member Servicing

Outstanding Achiever

  • Top MPF Fund Awards - Global Fixed Income
  • Top MPF Fund Awards - Hong Kong Equity
  • Top MPF Fund Awards - Lifestyle - (>40-60% Equity)

"The 2022 MPF Awards" by MPF Ratings

  • Gold Rated Scheme
  • Three Bronze Rated Schemes
  • 5 Year Consecutive Gold Rating
  • Fast Mover
  • Socially Responsible
  • 1 Year Consistent Performer - Bond Fund (Global)
  • 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)
  • 10 Year Consistent Performer - Equity Fund (Asia)

Hong Kong 2022 Refinitiv Lipper Fund Awards

  • Best Group Award - Overall
  • Best Group Award - Equity

The awards recognize mutual funds and fund families from across all asset classes, including equity, bond, mixed-asset, commodity and alternatives, with additional awards presented to pension funds and exchange-traded funds in specific fund award universes.

  • Mixed Asset HKD Aggressive - 3, 5 and 10 years
  • Mixed Asset HKD Balanced - 10 years
  • Mixed Asset HKD Conservative - 10 years

Banking & Finance Awards 2022 – Skypost

  • Banking & Finance Awards 2022 - Excellence Award for MPF Solution

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