How to change Allocation Instruction for Future Investment

Wealth Management - Manulife Investment Solutions 

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

Step 2: Select an investment choice / fund you would like to subscribe

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

* Allocation Amount should be maximum 2 decimal places    * Allocation Percentage should be a whole number  * To make multiple allocations, 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 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, then click the respective Transaction Description hyperlink to check the transaction status and details