Eddie Fung

• Be responsible for fully in charge of Wealth Management business • Overseeing all operation & business activities • Executing business strategies to deliver business/ revenue targets • Designing and formulating internal management systems • Reinforcing sales culture and company culture • Lead transformation • Building alliances & partnerships with other organizations, key partners and stakeholders • Identifying market opportunities and developing structured solutions to further enhance business growth and revenue • Identifying areas where the business can expand its footprint • Strengthening CFSG’s position as one of the leading financial services group in GBA • Be responsible to the Board and Chairman

As the shareholder and director, I am basically engaging in the overall company strategies and directions. My daily roles include but not limited to 1) Develop a clearly-defined and compelling digital strategy for the company’s future 2) ensure that all relevant digital initiatives are fully integrated into the strategic-planning process for leadership commitment, resources allocation and execution  3) identifying new tools – AI, digital, CRM – that can support, enhance and improve our solution/products.  4) build, manage and continue to grow an internal and external digital innovation ecosystem. 5) work with teams across the company to generate innovative digital solutions for products, services, processes, customers/users  experiences, marketing channels and business models.

• Responsible for all aspects of distribution and sales functions, including but not limited to Relationship Management, Business Development, Brokerage, Swiss Privilege (proprietary channel like agency but focusing on HNW clients), Bancasurance and HNW distribution management (cross all channels including agency). • Formulate and execute short to long term strategic plans to support growth , profitability and drive increased penetration esp HNW business through all channels • Manage and supervise all life business and strategic activities pertaining to all distribution and sales aspects • Ensure all the responsible channels are complied with regulation and company internal governance • A member of different management committee • Provide leadership, direction and develop talent for the company

• Responsible for one more proprietary distribution channel responsibility namely manpower expansion & profitability enhancement. • Project sponsor of the 1st ever AXA HNW product • Ensure compliance of both the channels with changes in regulatory environment • Develop strategic visions and associated implementation plan (e.g. mitigation plan vs GN15 & GN16)

• Oversees all the sales and support staffs of the channel • Responsible for developing and implementing both the sales distribution strategies and sales support infrastructure; the quality and standards of team performance; setting of individual and team sales performance targets • Develop operation and strategic plans to ensure a double digit growth of the channel • Lead the transformation into sales culture, rules, procedures, etc. • Manage the channel expenses and budget planning

• Oversees and responsible for HNW business across different sales channels mainly Brokerage/IFA , Bancassurance and in– house agency force • Implement and develop the infrastructure for HNW business e.g Premium Financing, trust arrangement , etc.

• Responsible for overall new business in HK & Singapore • Transform the distribution business model • Implement people strategies to develop and retain talent for the team of Distribution Development • Explore new business opportunities in the Region