Manulife Financial Internet Demo - Create A CAP - Step 11 - Introducing the Capital Accumulation Plan to CAP Members

ABC Company	Policy number: 22222222
Registered Retirement Savings Plan

Introducing the Capital Accumulation Plan to CAP Members

Guideline - Investment options

The CAP plan sponsor should provide plan members with sufficient detail about investment options available in the plan so members can make informed investment decisions.

What investment information did you provide to plan members?
(Check all that apply)

Name of the investment fund and fund manager(s)	Breakdown of the top holdings of each fund
Investment objective of each fund	Historical rate of return information
Types of investments that each fund may hold	Whether foreign content rules apply to each fund
Description of the risk characteristics of each fund

Include details about any additional investment information you provide to plan members.

How did you provide the above investment information to plan members?
(Check all that apply)

Provided by Manulife (e.g. kits/newsletters/fund pages)

Internally (e.g. posted on company's Intranet or website)

Include details about any additional ways that you provide investment information to plan members.

How does Manulife help you meet this guideline?
Manulife makes detailed fund pages available to plan members, electronically and on paper, explaining each investment in the plan. Fund pages are available for all standard Manulife investments in the plan. These investment details appear on each fund page: - name of the investment fund and fund manager(s), - investment objective of the fund, - types of investments the fund may hold, - description of the risk characteristics of the fund, - breakdown of the top holdings of the fund, - historical rate of return information, and - whether the fund is considered foreign property for income tax purposes.