Organizer:

Supporting Organizations:

In the presence of ourGuest-of-Honor

Mr. Joseph Chan, JPUnder Secretary for Financial Services and the Treasury, HKSAR

Time: 12:00nn - 2:30pm

Date: 15 January, 2020

Venue: The Conrad Hong Kong

Corporate Financial Education Leadership Companies fulfilling specific criteria in financial education initiatives

Gold Award

*In alphabetical sequence

Assessment Criteria1. Digital/ Virtual2. Print3. Games4. Open Events5. Focus Groups6. Support of Employees’ Engagement

7. Support of Vulnerable Groups8. Innovative Examples9. Co-effort Examples10. Volunteering Programs11. Employee Programs12. Research Examples

Best Corporate Financial Education Leadership of the Year Companies fulfilling the most number of criteria in financial education initiatives

AXA Hong Kong and Macau

Nanyang Commercial Bank, Limited

Prudential Hong Kong Limited

For details:

AIA International Limited

AXA Hong Kong and Macau

Bank of Communications (Hong Kong) Limited

Convoy Global Holdings Limited

Dah Sing Bank, Limited

Hong Kong Family Welfare SocietyFinancial Education Centre

FTLife Insurance Company Limited

FWD Life Insurance Company (Bermuda) Limited

Manulife Investment Management

Nanyang Commercial Bank, Limited

Noble Apex Wealth Limited

Po Leung Kuk

Prudential Hong Kong Limited

Sun Life Hong Kong

The Hang Seng University of Hong Kong

The Hong Kong and China Gas Company Limited

The Hongkong and Shanghai BankingCorporation Limited

TWGHs Healthy Budgeting FamilyDebt Counselling Centre

Companies successfully encouraged their employees toenroll in Citizen Volunteer in Financial Education

Corporate Volunteer Team in Financial Education

Gold AwardNoble Apex Wealth Limited

AIA International Limited

Convoy Global Holdings Limited

FTLife Insurance Company Limited

FWD Life Insurance Company (Bermuda) Limited

Prudential Hong Kong Limited

Sun Life Hong Kong

TWGHs Healthy Budgeting Family Debt Counselling Centre

Corporate Financial Education Leadership for the Best AdvocateCompanies demonstrated efforts in education of the tax deductible MPF voluntary contributions (TVCs),

the premiums paid for qualifying deferred annuity policies (QDAPs) andthe Voluntary Health Insurance Scheme (VHIS)

Accredited Professional Financial Planning FirmCompanies with 50 or more CFPCM professionals or AFPTM professionals

For details:

*In alphabetical sequence

AIA International LimitedAXA Hong Kong and MacauBank of Communications (Hong Kong) LimitedConvoy Global Holdings LimitedDah Sing Bank, LimitedFWD Life Insurance Company (Bermuda) LimitedNanyang Commercial Bank, LimitedPrudential Hong Kong LimitedSun Life Hong KongThe Hongkong and Shanghai Banking Corporation Limited

CFPCM, CERTIFIED FINANCIAL PLANNERCM, , , AFPTM, ASSOCIATE FINANCIAL PLANNERTM, and are

certi�cation marks and / or trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Institute of Financial Planners of Hong Kong is the marks licensing authority for

the CFP marks and AFP marks in Hong Kong and Macau, through agreement with FPSB.

Cocktail Reception

Opening RemarksMr. Steve Chiu, CFPCM

Chairman, IFPHK

Keynote SpeechMr. Joseph Chan, JP

Under Secretary for Financial Services and the Treasury, HKSAR

Luncheon Commences

Awards PresentationCorporate Financial Education Leadership

Corporate Volunteer Team in Financial EducationAccredited Professional Financial Planning Firm

Corporate Financial Education Leadership for the Best AdvocateBest Corporate Financial Education Leadership of the Year

Group Photos

Certificates PresentationCitizen Volunteer in Financial Education

AppreciationThe IFPHK would like to express its appreciation to the distinguished presenters:

Program Rundown

Mr. Cheng Yan CheeChief Corporate Affairs Officer and Executive Director

Mandatory Provident Fund Schemes Authority

Mr. Christopher HuiExecutive Director, Financial Services Development Council

Mr. Andrew WanChief Financial Officer, Securities and Futures Commission