13 APAC / 2018 Hong Kong Business Awards , Company: Sun Life Financial Address: 10/F, Sun Life Tower, The Gateway, 15 Canton Road, Kowloon, Hong Kong Email:
[email protected] Website: www.sunlife.com.hk/ HKB18016 Best Financial Services Provider 2018 Sun Life Financial is a leading financial services organization dedicated to helping clients achieve lifetime financial security and live healthier lives. We profile the company to provide a fascinating insight into the services it provides to its valued clients. Chartered in 1865, today Sun Life has operations in a vast array of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. The firm’s ambition is to become one of the best insurance and asset management companies in the world. Currently, Sun Life serves approximately 1.1 million Hong Kong clients through its individual life and health, pension and group pensions, and third party administration businesses. It has recorded the fastest growth in the MPF (Mandatory Provident Fund) market in Hong Kong over the past 10 years in terms of the cumulative growth in percentage of MPF assets. The MPF assets managed by Sun Life increased from HKD4.6 billion as of Dec 31, 2007, to HKD60 billion as of Dec 29, 2017, representing a cumulative growth of 1,214%. Over the years, Sun Life Hong Kong has won numerous awards from Bloomberg Businessweek, Lipper, BENCHMARK and MPF Ratings in recognition of its excellent services. Sun Life Hong Kong always puts clients first. The firm’s purpose is to help its clients achieve lifetime financial security and live healthier lives. As part of this focus, the firm recently launched its first annuity product in Hong Kong in January 2018, named FlexiRetire Annuity Plan giving its clients greater flexibility in retirement planning. In Hong Kong, the firm serves its clients through two key channels: agency and independent financial intermediaries. The firm’s advisors make proactive contacts with clients to understand and listen to their needs. With the help of digital technologies, the company is committed to making its services more accessible and easier to use to help clients manage their finances when and how they want. As part of this, the firm’s My Sun Life HK app enables clients to view their policy information and coverage right at fingertips 24/7. To help MPF members make informed decisions, the firm’s sister company, BestServe Financial Limited, has developed an MPF fund performance comparison platform called my MPFchoice.com. The platform enables MPF members to compare fund performance against peer average and the performance of fund portfolios of different MPF schemes over any time period. As part of its commitment to supporting clients, Sun Life takes great pride in giving back to the communities in which it operates. As part of this, the firm has been supporting the Fresh Traders’ School for many years through donations of food and necessities to the underprivileged students. They have also title sponsored the Sun Life Stanley International Dragon Boat Championships since 2008 and Sun Life Resolution Run since 2017. All these community events aim to support those in need, and also promote a healthier lifestyle in Hong Kong. Ultimately, for more than 125 years in Hong Kong, Sun Life has been growing alongside its clients to ensure it provides them with the services they need to succeed, and moving forward the firm will continue to drive excellence and growth for these valued clients to ensure that they enjoy a better tomorrow as well as a better today.