2014

AXA
Most Valuable Partner (Traditional Life Business)

2010 to Present

AXA China Region Insurance Co. Ltd. (Bermuda)
Largest International Broker (Protection based life insurance)

11th June 2008

Professional Insurance Brokers Association (PIBA)
Received a Letter of Commendation for Excellence in its Random Checking Audit done in May 2008.

2007 to Present

Philippine National Bank (PNB)
Designed a unique micro insurance/trust product exclusively for over 180,000 Overseas Filipino Workers in Hong Kong, the only one of its kind. It is being sold through the PNB Branches and Brokers in Hong Kong.

2002 to Present

Friends Provident International (FPI)
One of the largest investment fund brokers in Hong Kong from 2002 to 2008

2000 to Present

Colonial Mutual Group Asia
(Now Sun Life Financial HK Limited)

  • First and Exclusive Offshore Sales Channel from 2000 to 2004
  • Largest Hong Kong Insurance Broker from 2000 to 2004

1997 to Present

Zurich International Life
(A member of the Zurich Financial Services Group)

  • Largest Offshore Life Insurance (Protection Based) Channel in Hong Kong.
  • Reputed to be Zurich’s most profitable sales channel due to its highly persistent business.
  • One Finanz has been with Zurich (formerly Eagle Star UK) since the latter’s start up in Hong Kong in 1982. No other broker has had the same length of stay.

1997 to Present

Evolved from an Offshore Life Insurance Broker to a Global Financial Intermediary, a “Boutique Private Banker”

1995 to Present

AXA Asia Pacific Holdings Limited (AXA APH)
(Formerly Winterthur Life (Hong Kong) Limited, a member of the Credit Suisse Group)

  • Winterthur’s Largest Sales Channel in Hong Kong from 1995 to 2003

1983 to 1994

Eagle Star Life Assurance Co. Ltd., (Established in London in 1807)

  • One of the pioneers in the Offshore Life Insurance Industry in Hong Kong specializing in high net worth individuals
  • The Largest Offshore sales Channel in the international market from 1983 to 1994
  • Produced the Highest Average Premium per client worldwide from 1983 to 1994

1983

Lowest Claims Ratio in Hong Kong since 1983

Highest Persistency Ratio in Hong Kong since 1983

1982

Reputed to be the Oldest and Most Experienced Intermediary in Hong Kong specializing in the Asian high net worth market, having survived since 1982, in spite of Hong Kong’s fiercely competitive environment.
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