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Shine, Grow, Win

Sun Life Financial


At Sun Life Financial we take great pride in the accomplishments of our business operations, our employees and our advisors. Read on to see what our employees, advisors and businesses are achieving.

Our Awards

Enterprising Hong Kong Brand Awards

  • Best HK Financial Services Brand– Privately held

Top 3 of The Hong Kong Insurance Awards 2017

  • Most Innovative Product / Service Award - Health Specialty

MPF Ratings - The 2018 MPF Awards

  • 2018 MPF Scheme of the Year
  • 5 Year Consecutive Gold Rated Scheme
  • Gold Rated Scheme
  • Sliver Rated Scheme
  • Two Bronze Rated Schemes
  • 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)

Thomson Reuters Lipper Fund Awards 2017 Hong Kong

  • Best Mandatory Provident Fund over 3, 5, 10 years - Mixed Asset HKD Balanced
  • Best Mandatory Provident Fund over 10 years - Mixed Asset HKD Aggressive
  • Best Mandatory Provident Fund over 10 years - Equity Hong Kong
  • Best Mandatory Provident Fund Group Award – Mixed Assets

The BENCHMARK Fund of the Year Awards 2017 Hong Kong

Best-in-Class

  • Top MPF - Cautious Allocation
  • Top MPF - Moderate Allocation
  • Top MPF - Aggressive Allocation
  • Top MPF - Hong Kong Equity
  • MPF Capability Awards - Investor Education

Outstanding Achiever

  • Top MPF - Moderate Allocation
  • Top MPF - Aggressive Allocation
  • Top MPF - Hong Kong Equity
  • MPF Capability Awards – Member Servicing

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2017 Hong Kong

Best Performer

  • Global Bond Fund (MPF –1 Year)
  • Balanced Fund (MPF – 10 Years)
  • Guaranteed Fund (10 Years)
  • Growth Fund (MPF – 10 Years)
  • Hong Kong Equity Fund (MPF – 10 Years)

Outstanding Performer

  • Global Bond Fund (MPF – 5 years)
  • RMB Focus Fund (MPF – 5 years)
  • Growth Fund (MPF – 10 Years)
  • Global Equity Fund (MPF – 10 years)

The Mandatory Provident Fund Schemes Authority

  • Good MPF Employer
  • e-Contribution Award
  • Support for MPF Management Award

(BestServe Financial Limited and Sun Life Trustee Company)

Human Resources - The HR Vendors of the Year 2017

  • Silver Winner - Best Retirement & Pension Plan Provider

Sky Post - Banking & Finance Awards 2017

  • Excellence Award for MPF Provider (Funds and MPF Category)

The 8th annual BENCHMARK Wealth Management Awards 2017

  • Campaign of the Year (Brand)

Marketing Excellence Awards 2017

  • Bronze Award – Excellence in Out-of-Home Marketing

The Hong Kong Council of Social Service

  • Caring Company 16th consecutive year (2002-2017)

Award for Excellence in Training and Development 2017 (Campaign Award)

  • Chow Tai Fook Citation for Commitment to Professional Development (Development Category)

Sun Life Assurance Company of Canada Financial Strength Ratings (as at December 31, 2017)

  • Standard & Poor’s:AA-*
  • Moody’s:Aa3
  • A.M.Best:A+
  • DBRS:AA(low)

* On March 13, 2017 S&P revised outlook to Positive from Stable


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