Fund Switching - Manulife

 Important Notice

1. The application should be submitted within 15 calendar days (including the public holidays) to BPD after client's signature date. (Updated: 29 March 2016)

2. The allocation percentage of each fund selected should be in whole number and not less than 10%

Option 1: Direct instruction by CLIENT (Client > Manulife)

Checklist

Ø   Application For Change / Policy Payment (Investment-Linked Policy) ([A2]) BY MAIL

Ø   Switching Form (BY FAX) For Investment-Linked Policy ([S1]) - Manulife is going to terminate the above fax service effective from Sep 21, 2020 (Updated: 10 Aug 2020)

Ø  Risk Profile Questionnaire[R2] (If necessary) (Updated: 5 Aug 2021)

Submission Channel

Email N/A
Fax (852) 2284 4056

- Manulife is going to terminate the above fax service effective from Sep 21, 2020 (Updated: 10 Aug 2020)

Manulife Online http://www.manulife.com.hk/wps/portal

 Remarks:

1)      For Fax channel, Fund redirection is NOT allowed.

2)      For online platform, client is required to register the service first and corporate account is NOT applicable.

3)      Daily cut off time:

Ø   HK 3:00 p.m.

Option 2: Client’s instruction via OnePlatform(Client > OnePlatform> Manulife)
Checklist

1.     Application For Change / Policy Payment (Investment-Linked Policy) ([A2])

2.     CS eform

3.      Declaration for Fund Switching and Redirection Instructions ILAS Policy

4.      Risk Profile Questionnaire[R2] (If necessary) (Updated: 5 Aug 2021)

Manulife Customer Hotline: 21081188 / 25103941

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