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Regular Savings Plan

 

Manulife Investment Management's Regular Savings Plan (RSP) is a savings and investment facility that allows clients to make regular contributions to their Manulife Investment Management Unit Investment Trust Fund.

Convenient

     •  No need to go to the branch for payment

     •  Lower minimum top-up required

     •  Automated planned top-up


Cost averaging platform

     •  Take advantage of a proven investment strategy

     •  Disciplined investing

 

Manulife Investment Management 's Regular Savings Plan Guidelines

 

STEP 1:  

Fill out and sign a Manulife Investment Management RSP Form and Auto Debit Enrollment (ADA) Form 
Auto Debit Arrangement is available for BDO and Security Bank account holders. Click here to download the forms.

 

For downloaded BDO-ADA form, please sign all pages of the form.
 

STEP 2:   Submit the Manulife Investment Management RSP Form and ADA Enrollment form to the Manulife branch CSO or to your Wealth Specialist.
 

For new Manulife Investment Management UITF accounts, be sure to include all the usual account opening requirements. Manulife Investment Management and the Bank will check and process the request. Minimum initial investment shall apply.
 

STEP 3:   Check email for the status of your enrollment.
 

Turn-around time for the completion of enrollment is 14 business days.