Manulife

Report library

Reports to display:

All

Favourite

Plan administration

Financial transactions

Report	Sample	Favourite
Contribution By Member	View
Withdrawal By Member	View
Withdrawal report	View

Plan membership

Report	Sample	Favourite
Member allocation – investment mix	View
Member turning age 71 within the current year	View
Missing member information report	View
Non-financial member information – personal data	View
Non-financial member information – plan information	View

Assets

Report	Sample	Favourite
Asset balance	View
Asset package	View
Member Assets by Fund	View
Member with assets in a specific fund	View
Member with maturing guaranteed term funds	View
Total assets by member	View

Plan governance

Member activity and involvement

Report	Sample	Favourite
Member demographic information (detailed)	View
Member demographic information (summary)	View
Member retirement income goal (detailed)	View
Member retirement income goal (summary)	View
Members without specific investment instructions (detailed)	View
Members without specific investment instructions (summary)	View

Investment performance measures

Report	Sample	Favourite
Interest Rate Unit Value	View
Rates of return	View

Miscellaneous reports

Other

Report	Sample	Favourite
Net unit values	View