Landmark policy showcases FWD’s leadership in serving high-net-worth customers and delivering sophisticated wealth planning and protection strategies

HONG KONG SAR – Media OutReach Newswire – 10 November 2026 – FWD Private (Bermuda) today announced that it has achieved a new GUINNESS WORLD RECORDS title for the most valuable life insurance policy^*. Valued at USD318 million, the record-breaking policy issued by FWD Private provides a tailored, comprehensive solution that supports an individual customer’s wealth preservation and intergenerational legacy planning.Established in 2023, FWD Private offers comprehensive legacy planning solutions and services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals. The achievement highlights FWD’s proven ability to serve the complex protection and wealth planning needs through innovative solutions and dedicated advisory capabilities.

(from left to right) Xiong Wen, Official Adjudicator, Guinness World Records, Shelyne Shum, Chief Partnership Distribution Officer, FWD Private and Teddy Chu, Chief Executive Officer, Hong Kong, Charles Monat Associates received a GUINNESS WORLD RECORDS certificate for the most valuable life insurance policy.

Shelyne Shum, Chief Partnership Distribution Officer, FWD Private, said, “This record-breaking policy marks an important milestone for FWD and reflects the trust that HNW customers place in us. It further reinforces FWD’s leadership in the HNW segment and demonstrates our proven capabilities across wealth and legacy planning and protection strategies. Building on our strong foundation, FWD Private continues to accelerate growth across Asia and deliver tailored legacy planning solutions that empower customers and their families to truly celebrate living.”

She added, “A case of this scale and complexity calls for tremendous collaboration. My heartfelt thanks go to our external partners, including broker adviser Charles Monat Associates, private bank and reinsurers, as well as internal teams across distribution, case management, product solutions, underwriting and corporate governance, for their dedication and collective effort in delivering this remarkable policy. This achievement is also a testament to the strength of our distribution network and the deep partnerships we have built across the industry.”

Teddy Chu, Chief Executive Officer, Hong Kong, Charles Monat Associates, said, “We are incredibly proud to contribute to this new GUINNESS WORLD RECORDS title of the most valuable life insurance policy for the second consecutive time, led by the same Charles Monat Associates consultant. Our track record and experience in advising clients on complex solutions has played a key role in supporting the appropriate legacy solution for this remarkable case. This new record policy underscores Hong Kong’s position as one of the world’s leading wealth management and life insurance hub, reinforcing the importance of collaboration among brokers, insurers, and bank partners to address the evolving wealth planning needs of HNW and UHNW individuals.”

As FWD continues to expand its HNW business across Hong Kong and beyond, the company remains focused on its compelling proposition that brings together product and service innovation, customer experience excellence and time-to-market agility, making it the preferred insurance brand for customers with sophisticated wealth planning and protection needs.

FWD celebrates the record-breaking milestone with partners, recognising the collective effort behind the most valuable life insurance policy issued by FWD Private.

^*The certificate was received on 9 November 2026 in Hong Kong.

About FWD Private

FWD Private is a new horizon in legacy planning for high-net-worth individuals.

Dedicated to the growth, preservation and protection of wealth, FWD Private brings an innovative approach and fresh perspective to its customised solutions in wealth planning, giving customers an unparalleled experience.

With its hub in Asia, FWD Private’s cultural understanding ensures that the challenges of managing customers’ wealth is navigated with meticulous attention to detail, supported by digital infrastructure that provides the flexibility and dynamism that customers desire.

As a distinct yet integrated part of the overall FWD Group, FWD Private benefits from FWD Group’s financial strength, stability and investments in digital innovation.

For more information, please visit www.fwdprivate.com.

About Charles Monat Associates

Founded in 1971 by Charles S. Monat, Charles Monat Associates (CMA) is a leading global life insurance brokerage firm with over 250 professionals operating in Hong Kong, Singapore, Malaysia, Dubai, America and Switzerland. Charles Monat Associates (CMA) is independently run since its Management-Buy-Out from Willis Towers Watson in 2017. It currently serves over 12,000 clients based in 80+ countries globally and celebrates its 55th Anniversary in 2026. A pioneer in the development of customized life-insurance based wealth transfer solutions, Charles Monat Associates (CMA) delivers world-class bespoke legacy planning and liquidity solutions to high-net-worth individuals, families and businesses. www.monat.com