Back to Homepage Skip Navigation Links
PRODUCTS & SERVICES
CUSTOMER SERVICE
ABOUT MANULIFE
CAREERS
INDIVIDUAL INSURANCE
WEALTH MANAGEMENT
EMPLOYEE BENEFITS
GENERAL INSURANCE
CREDIT CARDS
Scroll up
Scroll down
MPF & ORSO
GROUP LIFE & HEALTH
Scroll up
Scroll down
MANULIFE IN HONGKONG
COMMUNITY GIVING
NEWSROOM
LOCATIONS
Scroll up
Scroll down
CORPORATE STAFF
FINANCIAL PLANNING
Scroll up
Scroll down
AGENCY CULTURE
AGENCY RECRUITMENT
Scroll up
Scroll down
HOME > Customer Service > Online Service > How to change Fund Portfolio > Individual Insurance - FIP / JIP / MIP / VIP+: Allocation Instruction Change
CUSTOMER SERVICE
Bullet button
FUND PERFORMANCE
Bullet button
USEFUL FORMS
· Change of Address
· Individual Insurance
· Wealth Management - Mutual Funds
· Wealth Management - Manulife Investment Solutions
· Wealth Management - Manulife Secure IncomePlus
· Employee Benefits - MPF & ORSO Employee
· Employee Benefits - MPF & ORSO Employer
· Employee Benefits - MPF & ORSO Self-Employed
· Employee Benefits - Group Life & Health Employee
· Employee Benefits - Group Life & Health Employer
Bullet button
PAYMENT METHOD
· Individual Insurance
· Wealth Management
· Employee Benefits - MPF & ORSO
· Employee Benefits - Group Life & Health
Bullet button
PREMIUM EXCHANGE RATE
Bullet button
FAQ
· Individual Insurance
· Wealth Management
· Employee Benefits - MPF & ORSO
· Employee Benefits - Group Life & Health
· Manulife Customer Number and PIN
· System Requirement
Bullet button
ONLINE SERVICE
· Personal Customer Login Demo
· How to change Fund Portfolio
· e-MPF Employer Online Service Demo
· e-GLH Employer Online Service Demo
· Manulife Investment Solutions - Fund Price Target Alert
· Manulife Investment Solutions - Single Subsequent Subscription via Direct Debit
 
Online Service Online Service
Select Personal Customer or Employer Login


Life events
Life events
Life is full of changes and surprises, we are here to give you the best financial planning solutions to fulfill your needs at different stages of your life.

Please select a life stage:
*Having a Baby
*Getting Married
*Going to University
*Starting a Business
*Changing Jobs
*Buying a Home
*Planning for Retirement

How to change Allocation Instruction for Future Investment / Premium

Individual Insurance - Flexible Investment Protector / ManuGift / ManuSelect Investment Protector / Variable Investment Protector

Step 1: Select the way you would like to allocate your fund

Step 1: Select the way you would like to allocate your fund



Step 2: Select a fund you would like to subscribe

Step 2: Select a fund you would like to subscribe



Step 3: Input the Allocation Percentage next to the selected fund, and click the“SUBMIT” button to proceed

Step 3: Input the Allocation Percentage next to the selected fund, and click the “SUBMIT” button to proceed

 * Allocation Percentage should be a whole number
 * To allocate to multiple funds, click the“ADD ROW” button and repeat Steps 2 – 3. If it is not
    applicable, go to next step.



Step 4: Verify the details and click the “CONFIRM” button to complete your instruction

Step 4: Verify the details and click the “CONFIRM” button to complete your instruction


Step 5: After your submission is completed, a reference number will be assigned and displayed on screen

Step 5: After your submission is completed, a reference number will be assigned and displayed on screen


Step 6: You can click “Transaction Log” on the left to check the transaction status

Step 6: You can click “Transaction Log” on the left to check the transaction status


 

TOP