INTERMEDIARY AWARD

INTERMEDIARY AWARD

The Intermediary Awards recognize MPF intermediaries who excel in product knowledge, technological capabilities, networking and marketing skills. If your firm is versatile, responsive, and meets impeccable regulatory requirements, while upholding ethics and integrity at the highest standards, you should consider entering.

Please explain how you achieve the following criteria:

  • Major customer segments you work with and how you identify customers’ needs. (Minimum 200 words)
  • How you conduct servicing touch-points in acquiring new customers, managing complaints, handle ongoing servicing, and implementing policies to meet regulatory compliance. (Minimum 100 words)
  • Approach to people management including staff recruitment, formal qualifications, ongoing learning and development, retention and promotions. (Minimum 100 words)
  • Policies on staff engagement, staff turnover and policies in undertaking professional development. (Minimum 200 words)
  • The company’s contribution to the MPF industry, your customers and philanthropic support to the community. (Minimum 200 words)

The two available categories are:

  • Intermediary of the Year (Independent) – an advisory or consultancy that is not tied to a Trustee or product provider
  • Intermediary of the Year (Internal) – an agency force that is tied to a Trustee or a particular product provider