Service Awards

Saving Plan :
Please list out your saving plan scheme, the product strength, bonus, premium term options, flexibility with other riders protection, lock up period and awards winning if any.

Retirement Plan:
Please list out the number of scheme in house, pricing, the product strength, flexibility, payment period options, coverage period, dividends structure and why you should be the best in this section. List out the awards winning, if any.

Critical Illness Protection:
Please let us know your product range, the covering age, features, pricing structure, list out the diseases coverage and hospital and surgical coverage flexibility for the supplementary benefits and why you should be the best in this section. List out the awards winning, if any.

Digital Innovation :
This is to recognize the applicant provides the technology that has broadly improved market functions. Please provide information that describes both innovation and uptake. This item accepts submissions across all technology segments. Please provide information regarding specific innovations, their successes, management thought and list out any awards winning, if any.

Life Insurance :
Please let us know your product range, product strength, the covering age, features, pricing and premium structure, premium payment period, annual dividends, currencies choice, flexibility, extra coverage, claim process time and why you are the best in this section. List out the awards winning, if any.

Wealth Management Platform:
This award is to recognize the winner who provides a range of the best protection products, investment products and financial planning services as well as the MPF for their clients.
Please introduce your criteria when you select the products into your platform and the whole due diligence process and why you should be the name of the best in this section.
Please also let us know your product schemes and list out the awards winning, if any.

Corporate Social Responsibility :
This is to recognize the winner have a range of campaigns that are valuable to the community. Please list out the number of the corporate participation’s activities in past 12 months, it cut off date on 29-Feb 2017, the names of the benefits charitable organizations, the management point of view, please provide one of successful activity and how CSR would linked to the brand value, also list out the awards winning, if any.

Cross Border Insurance Service:
Please let us know your service coverage for the cross border clients, the locations of the service center points, benefits, online and mobile app technology level and uptake. The management view in this market and this service percentage growth with the previous year.  List out the awards winning, if any.

Client Service :
This is to recognize the applicant provides the client servicing and it able to meet the client's requirements and standards demands of regulatory. Please explain your institution how to approach your clients those that understand their needs and requirements in a proactive manner. Please provide the results from client satisfaction surveys and the awards winning if any.

Mobile Usability :
This award is to recognize the winner who provides the best solutions, technology and user-friendly in the mobile apps or mobile website which could assist their clients to manage their accounts, investment allocation and your protection system.
Please also let us know the information on the daily visit rate, content forms (e.g. how long will update the products and company news), technology level (loading speed, page transfer) and page design. List out the awards winning, if any.

 


Performance Awards

Training Academy of the year :
This award recognizes the best practices in training process, please share your training and coaching programs, innovation programs, trainers or team’s profile, training commitment, follow up training, management thought. List out the awards winning, if any.

Insurance company of the Year :
This award is to recognize overall achievements, the company take the lead in this sector. Please share your latest market share, market raised ratio during 1-Jan 2016 To 31-Dec 2016, the new service and product launched or planned, client retention, parent company support, agencies force, management thought, service center allocation and social contribution in the region, awards winning, if any.

Brand of the Year : 
This award is to recognize overall achievements, the company take the lead in this sector. Please share your latest market share, market raised ratio during 1-Jan 2016 To 31-Dec 2016, the new service and product launched or planned, client retention, parent company support – same group’s Asset Managements and MPFs, agencies force, the range of the wealth management products, service center allocation and social contribution in the region.
Describe the company’s vision and long-term strategy as well as the company views its market position versus its nearest competitor. Please list out the awards, if any.


The Financial Institution Awards are open to corporates from retail banking, insurance and investment banking sectors. The Awards cover a broad range of categories reflecting the vitality of Hong Kong’s financial markets. The Awards call for entry via different marketing channels around February each year. Central to the Awards’ objective to tribute to professional excellence, a judging panel formed by business school scholars, financial analysts, legislative councilors and the magazine editorial board, is assigned to score all the submission entries.