How to make a Fund Switch

Wealth Management - Manulife Investment Solutions / Manulife Secure IncomePlus

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

Step 2: Select a fund you would like to switch out from your existing balance

* Only Switch Out by Amount or Percentage is available for Deposit/Cash Fund

Step 3: Input the Switch Out Amount / Percentage / Units next to the fund you would like to switch out

* Only numeric digit is allowed for input * Switch Out Amount should be maximum 2 decimal places  * Switch Out Percentage should be a whole number * Switch Out Units should be maximum 4 decimal places

Step 4: Select a fund you would like to switch in to your existing balance, and click the “SUBMIT” button to proceed

* To perform multiple fund switches in the same request, click the “ADD ROW” button and repeat Steps 2 – 4. If it is not applicable, go to next step.

Step 5: Verify the details and click the “CONFIRM” button to complete your instruction

Step 6: After your submission is completed, a reference number will be assigned and displayed on screen

Step 7: You can click “Transaction Log” on the left to check the transaction status