How to change Fund Portfolio
Online Fund Portfolio Change: At a GlanceYou can change your fund portfolio online, from the convenience and comfort of your own home, office or just about anywhere with Internet connection.
Individual Insurance - Matrix > Fund Switch - for existing funds. > Allocation Instruction Change of Future Investment / Premium - for future investment / premium.
Wealth Management - Manulife Investment Solutions / Manulife Secure IncomePlus > Fund Switch - for existing funds. > Allocation Instruction Change of Future Investment (applicable to Manulife Investment Solutions only) - for future investment.
Employee Benefits - MPF & ORSO > Fund Switch of Existing Account Balance - for money which has already been allocated to the concerned member's account. > Investment Instruction of Future Contributions - for ALL future money (including assets transferred from another scheme or regular contributions) not yet allocated to the concerned member’s account as of instruction effective date.
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