Convoy Financial Services Limited awarded “Corporate Financial Education Leadership (Gold Award)” and “Accredited Professional Financial Planning Firm” by the Institute of Financial Planners of Hong Kong

(30 January 2019 – Hong Kong) Convoy Financial Services Limited (“Convoy”) has been awarded the Corporate Financial Education Leadership (Gold Award) of the Financial Education Leadership Awards by the Institute of Financial Planners of Hong Kong (“IFPHK”) two years in a row. This is also the seventh consecutive year that Convoy has been awarded the Accredited Professional Financial Planning Firm. These two awards recognised Convoy’s outstanding accomplishments in promoting financial education and nurturing the CFP and AFP professionals, as well as fostering quality financial planning services in Hong Kong.


Ms. Bonita Leong, Group Chief Product and Strategy Officer, Convoy Global Holdings Limited, said, “We are honored to be recognised by the esteemed organisations like IFPHK, which affirm our leading role in financial education. As a financial advisory company that has taken root in Hong Kong over the years, we are committed to promoting the importance of wealth management and retirement planning. Apart from providing a wide range of financial planning products, Convoy has also been engaged with the community to enhance their knowledge of financial management.”


Organised by the IFPHK, the Financial Education Leadership Award aims to recognise corporates that actively provide financial education, services and advice to the public. Over the years, Convoy has provided free and unbiased financial information through various channels, such as distributing brochures and hosting financial management seminars. Convoy has also launched interactive financial management tools, such as retirement calculator and MPF calculator, for the public to plan and manage their wealth properly.  In addition, Convoy publishes “Convoy MPF Index” every month to the public to compare the performance of different types of MPFs in the market for free. The Index serves as a reference indicator for the trend of the Hong Kong MPF market. Furthermore, Convoy cooperates with various non-profit organisations to introduce proper financial management concepts include organising financial education classes for grass-roots families and women, and arranging corporate visits for secondary school students, educating them with correct financial attitude.


Photo description:

Ms. Bonita Leong, Group Chief Product and Strategy Officer of Convoy Global Holdings Limited (Right) , accepts the awards of 2019 Corporate Financial Education Leadership (Gold Award) and Accredited Professional Financial Planning Firm from IFPHK.

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