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Switch existing investment choices / funds

Investment-linked Assurance Scheme – Matrix

Step 1: Select the Account

Step 2: Select the way you would like to switch your investment choice / fund

Step 3: Select an investment choice / fund you would like to switch out from your existing balance

  • Only Switch Out by Percentage is available for Deposit/Cash Fund (if applicable)

Step 4: Input the Switch Out Percentage / Units next to the investment choice / fund you would like to switch out

  • Only numeric digit is allowed for input
  • Switch Out Percentage should be a whole number
  • Switch Out Units should be rounded to 4 decimal places maximum

Step 5: Select an investment choice / fund you would like to switch in to your existing balance, and click the “SUBMIT” button to proceed

  • To perform multiple investment choice / fund switches in the same request, click the “ADD ROW” button and repeat Steps 3 – 5. If it is not applicable, go to the next step.

Step 6: Verify the details and click the “CONFIRM” button to complete your instruction

Step 7: After your submission is completed, a reference number will be assigned and displayed on the screen

Step 8: You can select “My Portfolio > Individual Insurance > Transaction Log” at the top, then click the respective Transaction Description hyperlinks to check the transaction status and details

Important Notice

Manulife (International) Limited is aware that some customers may be receiving suspicious phone calls from individuals posing as Manulife staff. If you are in doubt about the caller's identity, please call us at (852) 2108 1188 or email us at service_hk@manulife.com for assistance.

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Important Notice

Manulife (International) Limited is aware that some customers may be receiving suspicious phone calls from individuals posing as Manulife staff. If you are in doubt about the caller's identity, please call us at (852) 2108 1188 or email us at service_hk@manulife.com for assistance.

View more
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