Manulife's Plan Governance Support Centre
This unique resource offers plan sponsors a variety of tools supporting good governance in one convenient location.
The features of the New Support Centre include:
- A step-by-step process guiding sponsors through the CAP Guidelines.
- Detailed information on the guidelines is complemented by plan specific information as the Centre links directly to Manulife's Administrative system.
- The Centre lets you create and store detailed reports and request email reminders telling you when future reviews should be completed to ensure compliance with the CAP Guidelines.Pension Plan sponsors will find information and material on the CAPSA principles as well as a copy of CAPSA's self-assessment questionnaire.
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Investment Management Fees (IMF) now available in the secure website
IMF information for each fund can now be reviewed on the "Investment Information" page in the secure website. |
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| Short-term trading, or Frequent Trading, in Investment Funds can increase portfolio transaction costs, reduce fund performance, and disrupt a portfolio managers ability to adhere to the funds investment objectives. This practice can also cause investors in the fund for the long term to suffer reduced performance. Beginning in July 2007, Manulife may apply a 2% Frequent Trading Fee on the accounts of plan members who transfer money into a fund then out of the same fund within 15 calendar days. This fee is not applicable on Guaranteed Interest Accounts (GIAs), Daily Interest Accounts (DIAs), directly held stock, or money market funds. The Frequent Trading Fee applies only to interfund transfers, not deposits or withdrawals. It does not apply to automatically scheduled interfund transfers such as maturity transactions or asset rebalancing. The fee is subject to materiality for administration purposes. |
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Internet Explorer users
In order to view attached documents, you may have to download them to your computer. Right click the document link and select 'save target as'. Choose where to save the file on your computer. Then open the file from your PC. |
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Option Report - a simple process to move a plan member's assets
Manulife Financial provides a simple process for your members when they need to transfer their savings out of their group plan. The Option Report process has been improved and streamlined, making it easier for your members to understand the options they have when they need to move their group savings and helping you meet your fiduciary requirements. |
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GIA Web page will help members track their investments!
It's now easier for your members to track their GIAs online! Plan members can now view details for all their GIAs such as issue date, current and maturity values and maturity dates. Plan members can simply click the new menu item 'Guaranteed Interest Accounts', to see a full list of all their guaranteed interest accounts to conveniently track, view details and change instructions for their maturing GIAs!
This enhancement provides your members with the power to review and control the investment of their guaranteed interest accounts! You can be assured that your plan members can access all the information and details about their guaranteed interest accounts to wisely track and manage their savings. |
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e-enrolment review feature!
Our e-enrolment review feature enables you to decide how involved you want to be in the enrolment process. You can choose to use the member download to track new enrolments or use the e-enrolment review feature to review, approve or decline enrolments before members become active in your plan.
It's your choice!
To experience how quickly and easily member e-enrolment and the enrolment review feature can save you time, check out our Member e-enrolment demo here. To log into the demo, use the customer number 987654321 and PIN 9876. |
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Investment Watch - Your investing advantage
Discover how Investment Watch looks out for you and your members. For more information click on the link below. Investment_Watch_Investing_Advantage_ps.pdf |
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Need a form?
Access the forms you need to administer your plan. You will also find forms here for your members. |
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Link your website to Manulife Financial's website!
Make it easier for you and your plan members to access the Manulife Financial website by adding a direct link to our website on yourcompany's intranet page. In one quick click, a new window will be launched where you and your members will have all the tools and information about their Group Plan at their fingertips!
We have created the HTML coding for you to simply copy and insert onto your company's intranet page. Just follow the instructions within the document below to insert the HTML coding to create a quick link from your site to the Manulife Financial site. HTML_coding_to_link_to_Manulife_Financial.pdf |
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When a member terminates
Please submit all contributions for that member before sending us the termination request. The online "submit a contribution process" will notify you if your contribution listing includes any terminated members. |
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