Form Library

Opening an InvestChoice Account

You can download the Offering Document, Annual Reports, Semi-Annual Reports and forms of Manulife InvestChoice on InvestChoice Website

Manulife Global Fund

You can download the Offering Document of Manulife Global Fund on Manulife Website.

Manulife Advanced Fund SPC

You can download the Offering Document of Manulife Advance Fund SPC on Manulife Website.

Manulife Hong Kong Series

You can download the Offering Document of the Manulife Hong Kong Series on Manulife Website

Managing an Account

Annual Reports

All annual reports and unaudited semi-annual reports of Manulife Advanced Fund SPC, Manulife Global Fund and Manulife Hong Kong Series (collectively, the “Reports”) are available in electronic format.

Printed copies of the Reports for Manulife Advanced Fund SPC and Manulife Hong Kong Series are available free of charge during normal working hours at the following locations:

23/F, Manulife Tower, One Bay East, 83 Hoi Bun Road, Kwun Tong, Kowloon, Hong Kong
16/F, The Lee Gardens, 33 Hysan Avenue, Causeway Bay, Hong Kong SAR.

Printed copies of the Reports for Manulife Global Fund are available free of charge at any time during normal business hours on any Business Day at the following locations:

50/F, Champion Tower, 3 Garden Road, Central, Hong Kong
23/F, Manulife Tower, One Bay East, 83 Hoi Bun Road, Kwun Tong, Kowloon, Hong Kong
16/F, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong

If you are an existing share/unitholder and wish to request for printed copies of the Reports, or cancel such a request in the future, please complete the “Manulife Global Fund - Change of Record for Receipt of Printed Annual Reports and Unaudited Semi-annual Reports”, "Manulife Advanced Fund SPC - Change of Record for Receipt of Printed Annual Reports and Unaudited Semi-annual Reports” and/or “Manulife Hong Kong Series - Change of Record for Receipt of Printed Annual Reports and Unaudited Semi-annual Reports”.

Manulife Global Select (MPF) Scheme (Personal Account) Application Package

Please read our MPF Scheme Brochure and the Key Scheme Information Document before you enrol.

A complete application package consists of these items. To open a Personal Account with Manulife, please download ALL items.

• MPF Scheme Brochure
• Key Scheme Information Document
• Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
• On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
• Application for Participation in Manulife Global Select (MPF) Scheme (Personal Account)
• Scheme Member's Request for Fund Transfer Form
• Scheme Member’s Request for Account Consolidation Form
• Guide to Scheme Member's Request for Account Consolidation Form (available in Chinese version only)
• Employee Choice Arrangement (“ECA”) – Transfer Election Form
• Guide to Transfer Benefits under Employee Choice Arrangement
• Privileged Rates Program promotion leaflet shortcut
  

Manulife Global Select (MPF) Scheme (Tax Deductible Voluntary Contributions) Application Package

Please read our MPF Scheme Brochure and the Key Scheme Information Document before you enrol.

A complete application package consists of these items. To open a Tax Deductible Voluntary Contributions Account with Manulife, please download ALL items.

• MPF Scheme Brochure
• Key Scheme Information Document
• Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
• On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
• Disclosure of Necessary Information to the Client
• Application for Participation in Manulife Global Select (MPF) Scheme (Tax Deductible Voluntary Contributions)
• Direct Debit Authorization
• Scheme Member's Request for Transfer of Tax Deductible Voluntary Contributions (“TVC”)
• Tax Deductible Voluntary Contributions promotion leaflet shortcut
  

Manulife Global Select (MPF) Scheme (Flexi Retirement Contribution Member) Application Package

Please read our MPF Scheme Brochure and the Key Scheme Information Document before you enrol.

A complete application package consists of these items. To open a Flexi Retirement Contribution Member Account with Manulife, please download ALL items.

• MPF Scheme Brochure
• Key Scheme Information Document 
• Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
• On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
• Disclosure of Necessary Information to the Client
• Application for Participation in Manulife Global Select (MPF) Scheme (Flexi Retirement Contribution)
• Direct Debit Authorization
• Flexi Retirement Contributions promotion leaflet shortcut
  

Manulife Global Select (MPF) Scheme (Self-Employed Person) Application Package

Please read our MPF Scheme Brochure and the Key Scheme Information Document before you enrol.

A complete application package consists of these items. To enroll a self-employed account with Manulife, please download ALL items. 

• MPF Scheme Brochure
• Key Scheme Information Document
• Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
• On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
• Application for Participation in Manulife Global Select (MPF) Scheme (Self-Employed Person)
• Direct Debit Authorization

Manulife Global Select (MPF) Scheme Employee Application Kit

Please read our MPF Scheme Brochure and the Key Scheme Information Document before you enrol.

A complete employee enrolment package consists of these items. To enrol an employee into your sub-scheme, download and provide your employees with ALL items.

• MPF Scheme Brochure
• Key Scheme Information Document
• Manulife Global Select (MPF) Scheme Employee Enrolment Form
• Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
• On-going Cost Illustrations for Manulife Global Select (MPF) Scheme

Employee Choice Arrangement (“ECA”) – Transfer Election Form

For employee to transfer accrued benefits from contribution account in an original scheme to an account in a new/existing scheme nominated by the employee during employment.

Please read the “Guide to Transfer Benefits under Employee Choice Arrangement” before you complete the form. Please download BOTH items

Please note that if you wish to transfer your accrued benefits from another scheme to Manulife, the transferred-in monies will be invested according to the “Contribution Investment Instruction” (“Instruction”) of your MPF account with Manulife. In case you have not given the Instruction for your MPF account, in particular if it is a Personal Account set up automatically to preserve your accrued benefits due to cessation of employment, the Instruction would have been defaulted as the “Default Investment Strategy”. If you are not sure about the Instruction of your MPF account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

Payment of Accrued Benefits to Scheme Members

Manulife RetireChoice (MPF) Scheme (formerly known as Allianz Global Investors MPF Plan) Form Library