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ABC COMPANY
JENNIFER SMITH

388 ALBERT, TORONTO, ONTARIO, CANADA, H3G 1G3
RS100037/001
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Investment category

Future deposits breakdown by investment category
Click on a market-related investment name to view its quarterly fund review

About Investment Instructions

About Lifecycle Movement
    For demo purposes, the results shown reflect sample data.

investment instructions - SAR » summary » change
 
REGISTERED RETIREMENT SAVINGS PLAN

Your investment instructions indicate how future deposits will be invested. To change your instructions, select the option that matches your Investor Profile and Investment Period. You may provide your own instructions by indicating the percentage to be allocated to each investment.
 
InvestmentsMix (%)
 +  SL of Canada - 2 Year CIA20.000
 +  19 - Bond Manager B30.000
 +  17 - Canadian Equity Manager A13.000
 +  10 - Diversified Manager C 12.000
 +  49 - US Equity Manager C12.000
 +  25 - International Equity Manager B13.000
 Total:  100%
Future deposits breakdown by
investment category
Investments

Your current investment instructions correspond to the MODERATE profile and an investment period of Between 10 and 25 years.

Your Avenue portfolio (for current holdings and future deposits) for this plan will be adjusted as your investment period shortens.

Your assets in this plan will be automatically rebalanced on a regular basis (SAR).
 
Give us your new investment instructions
Prior to changing your investment instructions, you may wish to review your comfort level for risk and your investor profile by accessing the Investor Profile Questionnaire function.
 
 
The list of accounts that these investment instructions will apply to is as follows :
 
 Employee Contributions
 Transfers-In - Locked-In


Please read the following information before submitting your request

Lifecycle Movement
Please ensure you have read about lifecycle movement prior to activating it on your account.

(SAR) Systematic Asset Rebalancing
Please ensure you have read about SAR prior to activating it on your account.
 
1 Investment period is based on an expected target age of 55, as per your instructions. Your target age is the age at which you wish to retire or convert these savings into income. Click here if you would like to change your target age, or please contact Manulife at 1-800-242-1704.

Please note we neither suggest nor recommend any investment approach or fund in particular, whether it is an Avenue portfolio or a personal investment selection, whether or not it includes the Lifecycle Movement and/or Systematic Asset Rebalancing (SAR) services. Market-related funds are not guaranteed and the value of a member's units will vary according to market conditions and the success of the funds' manager. We are not responsible for the returns of the selected investments.

Furthermore, the selection of an Avenue portfolio, with or without the Lifecycle Movement and/or Systematic Asset Rebalancing (SAR) services, is no promise or guarantee, explicit or implied, that selected investments will generate a satisfactory retirement income.
 
 

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