How to use Single Subsequent Subscription via Direct Debit

Manulife Investment Solutions

Step 1:

 Select a direct debit account

Step 1: Select a direct debit account

 

Step 2:

 Input the Single Subsequent Subscription Amount

Step 2: Input the Single Subsequent Subscription Amount

  • Single Subsequent Subscription Amount should be maximum 2 decimal places

 

Step 3:

Select or input the source(s) of fund

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

 

Step 4:

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

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

 

Step 5:

 Select an investment choice / fund you would like to subscribe

Step 5: Select an investment choice / fund you would like to subscribe

 

Step 6:

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

Step 6: Input the Allocation Amount / Percentage next to the selected investment choice / fund, and click the “SUBMIT” button

  • Allocation Amount should be maximum 2 decimal places  
  • Allocation Percentage for each fund should be in whole number
  • To make multiple allocations, 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 7: Verify the details and click the “CONFIRM” button to complete your instruction

 

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

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

 

Step 9:

 You can select “My Portfolio > Wealth Management > Transaction Log” at top, then click the respective Transaction Description hyperlink to check the transaction status and details

TOP