How to use Single Subsequent Subscription via Direct Debit

Wealth Management - Manulife Investment Solutions

Step 1: Select a direct debit account

Step 2: Input the Single Subsequent Subscription Amount in USD

* Single Subsequent Subscription Amount should be maximum 2 decimal places

Step 3: Select or input the source(s) of fund

Step 4: Select the way you would like to allocate your fund

Step 5: Select a fund you would like to subscribe

Step 6: Input the Allocation Amount (USD) / Percentage next to the selected fund, and click the“SUBMIT” button to proceed

* Allocation Amount should be maximum 2 decimal places   * Allocation Percentage for each fund should be in whole number * To allocate to multiple funds, click the“ADD ROW” button and repeat Steps 5 – 6. If it is not     applicable, go to next step.

Step 7: Verify the details and click the “CONFIRM” button to complete your instruction

Step 8: After your submission is completed, a reference number will be assigned and displayed on screen

Step 9: You can click “Transaction Log” on the left to check the transaction status, and then click “Single Subsequent Subscription via Direct Debit” to check the transaction details