Taking Part - The Submission Process
What to Expect in this Journey
A five-month experience to the most effective health check
Step One: Pick a Category Set
Depending on which region you are signing up, there are two sets of categories – Basic and Comprehensive, you can choose to showcase your ability or solely for a health check.
Step Two: Prepare for Submission
Upon registration, you will be given an access link to the categories you have registered. You can then take a preview for the submission criteria of the categories, and review the specific criteria and key indicators required of you as proof of capability.
Step Three: Go through the Questionnaire
Each category consists of a set of questionnaire that is reflective of the KPIs for assessments. Some questions are close-ended, and some are open-ended. The scores are weighted by the importance of their factor towards the overall satisfaction.
Step Four: Onsite Reviews
After one month of veterans’ deliberation of submission materials, an initial weighted overall score will be assigned to each participating company. BENCHMARK’s committee will attend a closed-door session with the company to carry out an initial sharing of findings and will allow a small window period for clarification and appeal.
Surveys Launched
Both the Voice of the Customers and the Voice of the Advisors will be launched and will stay open for 30 days before closing. These surveys are unaided and completely independent, and no invitations for client solicitation will be extended to operators of this industry.
Ratings Announced
Upon aggregation of all the data and scoring gathered from the Customer Survey, Advisor Survey, the Council and ESG, each participant of their entered categories will receive a scoring and a Quality Star Rating.
Key Dates
Key dates* and deadlines for the Benchmark Affluent Banking Study 2019 (Hong Kong)
| Registration Opens | April 8, 2019 |
|---|---|
| Registration Closes | April 30, 2019 |
| Submission Deadline | June 14, 2019 |
| Onsite Reviews | August, 2019 |
| Ratings Announced | Mid-November, 2019 |
Benchmark reserves the right to change any event dates without prior notice.
Fees
-
First category on the list USD 2,500
Any One category available on the list for 2019.
-
Second item on the list USD 5,000
Any Two categories available on the list for 2019.
-
Basic Pack USD 5,000
Designated categories (7 units) available from the Basic Pack
-
Comprehensive Pack USD 8,000
All categories (15 units) available from the Comprehensive Pack
An exclusive 70-page comprehensive industry benchmarking report co-developed by BENCHMARK and Scorpio Partnerships will be available for purchase after the ratings and awards announcements are made. See Customer Survey for more details.