AIA understands the importance of personal financial and insurance planning. We fully support the "Hong Kong Strategy for Financial Literacy", which aims at enhancing public awareness of financial management, so as to help people realise their dreams at different life stages to live healthier, longer, better lives.
Australia and New Zealand Banking Group Limited
A fundamental purpose of ANZ’s business is to help build the prosperity of the people and communities in which we operate. ANZ has invested in innovative financial education programs and independent research for the last ten years assisting people to build their money management skills, knowledge and confidence. MoneyMinded, the flagship financial literacy program developed by ANZ is a comprehensive suite of financial education resources to assist those who stand to gain the most from building financial skills for their future. Together with the Hong Kong Strategy for Financial Literacy and many other supporting organizations we will be able to reach more audience and help raise financial literacy in Hong Kong.
Bank of China (Hong Kong) Limited
Bank of China (Hong Kong) Limited is a leading listed commercial banking group, which provides customers with comprehensive financial services through its diverse service platforms in Hong Kong. We uphold the idea that adequate financial literacy is essential to assist the community in accessing a wide range of banking services and achieving financial well-being. We have been actively engaging students and the general public in seminars and other activities to address financial education needs in Hong Kong. Our partnership with HKSFL will help to enhance the financial literacy of the public.
With a growing aging population and shrinking workforce in Hong Kong, adequate retirement planning and saving is more important than before. As an MPF product provider and trust company, BCT Group’s sense of responsibility extends beyond providing pension products and services. Our goal is to empower scheme members to better manage their retirement assets through investor education. We support efforts of likeminded organizations such as the IEC to advance financial literacy via HKSFL, to help the people of Hong Kong make informed financial decisions.
BOCI-Prudential Trustee Limited
Having more well-educated MPF investors will contribute to a healthy growth of the local pension fund industry. As a major player in Hong Kong MPF system, BOCI-Prudential Trustee Limited will be happy to see MPF investors well equipped with sufficient investment knowledge and well informed to make smart investment decision. Advancing financial literacy will thus help build the foundation that facilitates both public awareness and acceptance of the MPF and educates the general public about its benefits for their long-term future.
China CITIC Bank International Limited
Adhering to a commitment to develop into the best integrated financial services provider, China CITIC Bank International Limited (CNCBI) believes that financial literacy is instrumental to the sustainable development of Hong Kong as a renowned international financial centre. We share the HKSFL’s vision of empowering the people of Hong Kong to make informed and responsible financial decisions, and take great pleasure in furnishing support to the HKSFL.
Citi Hong Kong
Raising financial literacy across the Hong Kong community is fundamental to sound financial decision making and improving individual financial status. Heightened awareness of the importance of financial literacy also has a significant social impact. At Citi, Responsible Finance is one of our core values. We believe that it is important for every individual to have a better understanding of their financials and to adopt a responsible attitude on money matters. Citi fully supports the Hong Kong Strategy for Financial Literacy launched by the Investor Education Centre through our many financial education programs in Hong Kong.
Dah Sing Bank
As a local bank with a personal touch, growing with our customers in Hong Kong, Pearl River Delta and beyond, Dah Sing Bank is committed to providing quality products and excellent service, and to helping our customers achieve their goals at different stages of life. Dah Sing Bank is delighted to support HKSFL in promoting financial education and to progress with our customers and the public.
Financial decisions are integral to our everyday lives. Fidelity International believes enhancing financial literacy will help individuals make sound investment decisions for a better future. As one of the leading asset managers globally, Fidelity International is delighted to partner with the HKSFL in offering more financial education to Hong Kong investors.
Franklin Templeton Investments
Franklin Templeton Investment is a global investment management organization. It provides global and domestic investment management to retail, institutional and sovereign wealth clients in over 180 countries. Through specialized teams, the company has expertise across all asset classes—including equity, fixed income, alternative and custom solutions. The company’s more than 600 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network.
We played a pivotal role in financial advisor education and training over the years, and Franklin Templeton Academy is another important initiative in this direction. Designed to equip financial advisors with basic as well as advanced nuances of the financial markets, Franklin Templeton Academy also provides a platform to share Franklin Templeton’s years of learning and experience about investor attitude and behaviour. Externally we help distributors to develop new business and maintain existing client relationships by providing training as a value-add with a focus on education.
Gain Miles Assurance Consultants Limited
As one of the top renowned pension service consultancies in Hong Kong, Gain Miles Group believes in the importance of education to empower the pension scheme members with investment knowledge to improve their retirement protection.
Gain Miles' commitment to retirement education resonates the vision of HKSFL to assist people of Hong Kong to make informed and responsible financial decisions. We are proud to play our part in giving back to the community as a supporting organization for the HKSFL, hoping to boost the education drive and improve the current shortfall of Financial Literacy in Hong Kong with the concerted efforts from all sectors.
Hang Seng Bank Limited
As the leading domestic bank in Hong Kong, Hang Seng Bank aspires to serve the evolving financial needs of our customers and enhance the social well-being of the community. HKSFL’s mission to address the financial education needs of the Hong Kong population resonates with our vision. In this regard, we are happy to support HKSFL’s initiatives to enhance financial literacy in Hong Kong.
HSBC has been committed to helping build a better future for the local community since our establishment in Hong Kong over 150 years ago. Financial literacy is important to the prosperity and resilience of any community. Our collaborations with various partners in delivering financial literacy programmes to different sectors of the community aim to enhance financial literacy in Hong Kong. We are pleased that the Hong Kong Strategy for Financial Literacy aims to address this pressing need and we lend our full support to this common goal.
Manulife Asset Management
Ensuring Hong Kong people have the financial knowledge and attitudes to make informed financial decisions has never been more important. According to the latest findings from the Manulife Investor Sentiment Index, a whopping 76 percent of Hong Kongers said that they wished they had better financial planning for their investments. The survey also showed that, excluding mortgage, 1 in 5 investors in Hong Kong is in debt across all age groups, while indebtedness for investors aged under 35 hiked at 25 percent. Manulife Asset Management fully supports the Hong Kong Strategy for Financial Literacy as it is important for Hongkongers to be provided avenues to obtaining financial literacy, and opportunities for seeking professional advice that help them identify more efficient ways to achieving desired investment returns.
Manulife Hong Kong
For more than 100 years, our customers and their families have turned to Manulife for strong, reliable, trustworthy and forward thinking solutions to their most significant financial decisions. As the pre-eminent retirement expert, we offer comprehensive financial solutions to help Hongkongers better plan for their future. Taking part in HKSFL's initiatives is a meaningful step in nurturing the financial literacy of the community and bringing positive impact to individuals' long-term financial well-being. This is in line with Manulife's commitment to helping our customers build, protect and enjoy their wealth, and ultimately achieving their dreams and aspirations.
Mercer shares the vision of the HKSFL to empower the people of Hong Kong to make informed and responsible financial decisions for themselves and their families. Aging is a critical global issue and the pension gap is getting bigger. With the foresight in combating the one of the biggest issues of human society, Mercer combined the expertise from our Retirement business with our Investment business to form the Wealth business. We contribute to enhancing the multi-pension pillar system with sustainability. Improving financial literacy is an important first step to achieving our tomorrow's goal and we aspire to - Make Tomorrow, Today.
Morningstar, Inc. is one of the leading providers of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries. The company has operations in 27 countries.
We are happy to support the HKSFL as the mission of this programme is aligned with ours, which is to empower people to reach their financial goals and make sound financial decisions.
Noble Apex Advisors Limited
In fulfilling its corporate social responsibility, Noble Apex Advisors Limited capitalises on its professional know-hows to work closely with HKSFL in promoting financial education activities through its Noble Apex Charity Fund. We hope our efforts would help participants understand the keys to successful financial planning, which lead to enhanced quality of life and harmonious society.
Pictet Asset Management
Managing personal finances is increasingly complicated. As a leading asset manager in Europe, we understand the importance of building wealth and of sharing our expertise with the public, which HKSFL offers us a platform to do so.
Principal Hong Kong
Principal supports HKSFL in its efforts to address the importance of financial education in Hong Kong. A series of educational programs can help investors gain the skills, understanding and confidence required to make informed financial decisions. We believe investor education is fundamental to the financial well-being of Hong Kong people. As one of the top five MPF providers, Principal is well-positioned to partner with HKSFL on this initiative with our clients and business partners, and together we can make a difference in improving the financial literacy of Hong Kong people.
Schroder Investment Management (Hong Kong) Limited
For more than 200 years, Schroders has been serving the needs of investors worldwide, including retail investors, corporations, public authorities, charities and pension funds.
Investor education is one of our top priorities. Our Global Investor Survey found that 94% of Hong Kong Investors are keen to improve their investment knowledge via a variety of channels, such as doing their own research via websites, talking to a financial adviser, and attending investment events.
Sharing the same vision as HKSFL, we aim to empower investors in making informed investment decisions by providing comprehensive financial information and useful tools.
Standard Chartered Bank (Hong Kong) Limited
Financial education is important to the stability and prosperity of our financial system. We are keen to build financial capability among vulnerable populations such as youth, women and micro and small businesses that have limited knowledge and access to financial services. We are delighted to support HKSFL to empower people of Hong Kong to make informed and responsible financial decisions and foster more learning opportunities in Hong Kong.
The Bank of East Asia Limited
As a responsible corporate citizen, The Bank of East Asia is committed to serving as a positive force in the communities in which it operates. We firmly believe that a basic understanding of financial concepts is essential for good money management, and to avoid becoming a victim of fraud and poor financial planning. To promote this understanding, we devote our expertise, time, and resources to provide financial education to members of the community, especially youths and under-privileged groups. We are pleased to support the HKSFL, as its mission to promote financial literacy in Hong Kong is aligned with our Bank’s approach to serving the community.
The Bank of Tokyo-Mitsubishi UFJ, Ltd
As a leading global bank, the Bank of Tokyo-Mitsubishi UFJ, Ltd. aspires to be the world's most trusted financial group and strives for challenging ourselves to grow. We are dedicated to enhancing the professionalism and competencies of our staff through holistic learning and development programs. Similarly, we believe that we have to contribute back to the society to enhance the financial knowledge of the general public in Hong Kong. As such, we would strongly support the initiative of HKSFL to raise awareness and enhance financial literacy in the community.
The Hong Kong Mortgage Corporation Limited
The Hong Kong Mortgage Corporation Limited, a wholly-owned Hong Kong SAR Government Corporation through the Exchange Fund, has launched various financial products in recent years for the benefit of the general public including home owners, business starters, small and medium-sized enterprises, as well as retirees. We share the mission of the HKSFL in advancing financial literacy in Hong Kong. Through organising educational talks, seminars and roving exhibitions, we seek to help people make more informed financial decisions.
TransUnion Hong Kong Limited
At TransUnion, we believe in using information for good. We constantly explore ways to leverage information to empower individuals to make better and smarter decisions. It is TransUnion's commitment to promote financial literacy in many different ways, especially in credit education and personal finance. Together with the Hong Kong Strategy for Financial Literacy and other organizations, we strive to raise public awareness of credit and its impact to our daily lives, and help Hong Kong people better manage their credit, personal information and identity.
Value Partners Group Limited
As the largest home-grown asset management firm in Hong Kong, Value Partners Group has been helping our clients to create wealth through our award-winning asset management products in the past 24 years. Financial literacy is fundamental to sound investment decision and wealth planning. Value Partners shares the vision of Hong Kong Strategy for Financial Literacy in raising the community's awareness of financial education and we fully support their initiatives.
Visa understands the value of financial education to communities worldwide, and its power in creating opportunities for upward mobility and a better life for all. For nearly two decades, Visa has been developing financial literacy programs globally to help individuals make informed financial decisions. We believe that learning how to spend, save and budget are essential skills that everyone needs to learn, especially the younger generation in Hong Kong.
At Visa, we believe that the most important financial tool is knowledge, and money management skills will benefit a person for a lifetime. Visa is committed to promoting the importance of financial knowledge through innovative ways to reach out to young people in Hong Kong.
Zurich Insurance (Hong Kong)
Insurance and love may not seem a natural fit, but Zurich believes that when one is passionate about something or someone, he would protect it in the best way possible – that is what Zurich means by For Those Who Truly Love.
A pragmatic approach to protect one’s most valuable is to apply responsible risk management, and that requires obtaining better financial literacy.
We play a pivotal role in advocating the concept of intelligent protection in the community – in helping customers, be it a multi-national corporate, small-and-medium sized enterprise or an individual, to better understand their risks.
Zurich supports the Hong Kong Strategy for Financial Literacy launched by the Investor Education Centre and believes its initiatives are instrumental to the growth of Hong Kong.