The following types of e-Statements / e-Notices / e-Endorsements are available on our website and the respective retention periods are as follows:
Premium-related statements & notices | Retention period |
Automatic Premium Loan Notice | Last 24 months |
| Autopay Reject Letter | Last 24 months |
| Lapse Pending Notice | Last 24 months |
Payment Confirmation Notice | Last 24 months |
Policy Lapsation Notice | Last 24 months |
Policy Lapse Notice | Last 24 months |
| Policy Notice | Last 24 months |
| Premium Adjustment Notice | Last 24 months |
Premium Notice | Last 24 months |
Premium Overdue Notice | Last 24 months |
Premium Reminder | Last 24 months |
| Premium Waiver Expiry Letter | Last 24 months |
| Reject of Direct Debit Authorization Setup Letter | Last 24 months |
| Top-Up Premium Payment Confirmation Letter | Last 24 months |
Other statements / notices / endorsements | Retention period |
| Child Registration Reminder Letter | Last 12 months |
| Annual Policy Maturity Notice | Last 24 months |
Annual Record of Premium Paid | Last 24 months |
Annual Summary of Qualifying Deferred Annuity Policy (QDAP) | Last 24 months |
ATM Payment Refund Letter | Last 24 months |
| Autopay Premium Change Notice | Last 24 months |
| Benefit Step-Up Decline Confirmation | Last 24 months |
| Benefit Step-Up Notice | Last 24 months |
| Certificate of Insurance | Last 24 months |
Confirmation of Beneficiary Designation | Last 24 months |
Confirmation of Change of Payment Mode/Method | Last 24 months |
| Change of Collateral Assignment Confirmation Letter | Last 24 months |
Confirmation of Direct Debit Authorization Setup | Last 24 months |
| Confirmation of Regular Withdrawal Setup | Last 24 months |
| Confirmation of Set Up / Change / Suspension of Regular Withdrawal | Last 24 months |
| Confirmation of Set Up / Change of Distribution of Payout Distribution Investment Choice | Last 24 months |
Confirmation of UnionPay Card Registration for Paying Premium Online | Last 24 months |
| Cover-Me-Again Option Reminder | Last 24 months |
| Disbursement Notice | Last 24 months |
| Easy Choice Confirmation | Last 24 months |
| Financial Statement | Last 24 months |
HSBC Bill Payment Refund Letter | Last 24 months |
Important Notice regarding your Financial Needs Analysis | Last 24 months |
| Incapacity Care Service Withdrawal Notice | Last 24 months |
Income Payment Option Change Notice | Last 24 months |
| Income Payment Option Notice | Last 24 months |
| Increasing Investment Option Notice | Last 24 months |
| International Medical Assistance Card Notification Letter | Last 24 months |
Invitation Letter for Wellness Program | Last 24 months |
| Legacy Choice Withdrawal Notice | Last 24 months |
NB Policy Replacement Letter | Last 24 months |
PM Policy Replacement Letter | Last 24 months |
Planned Increase in Protection Notice | Last 24 months |
Policy Anniversary Statement | Last 24 months |
| Policy Annual Statement | Last 24 months |
Policy Illustration | Last 24 months |
| Policy Ownership Transfer Letter | Last 24 months |
Policy Ownership Transfer (Legacy Choice) Reminder | Last 24 months |
| Policy Value Refund Notice | Last 24 months |
| Policy Loan Notice | Last 24 months |
| Policy Loan Repayment Confirmation Notice | Last 24 months |
| Policy Surrender Notice | Last 24 months |
| Policy Termination Notice | Last 24 months |
Policy Value Transfer Notice | Last 24 months |
Policy Value Withdrawal Notice | Last 24 months |
| Premium Adjustment Notice | Last 24 months |
| Premium Allocation Change Notice | Last 24 months |
| Premium Holiday Termination Notice | Last 24 months |
PPS/Internet Banking Payment Refund Letter | Last 24 months |
| Settlement Rolling Account Withdrawal Notice | Last 24 months |
Subscription Notice | Last 24 months |
| Suspension of Regular Withdrawal Instruction Letter | Last 24 months |
Switching Notice | Last 24 months |
| Terminal Bonus Realization Notice | Last 24 months |
Benefit Upgrade Letter# | During policy in force |
Confirmation of Eligibility for Promotion Enrolment | During policy in force |
Notice of benefit enhancement of layered benefit(s)* | During policy in force |
| Regular Top-up Premium Setup / Change Confirmation Letter | Last 24 months |
Renewal Notice | During policy in force |
Supplementary Benefit Coverage Continuation Arrangement Notice | During policy in force |
| Withdrawal Notice | Last 24 months |
Policy endorsement
| During policy in force |
Statements & notices | Retention period |
Notice for Distribution of Payout Distribution Investment Choice | Last 12 months |
| Certificate of Insurance | Last 24 months |
| Change of Collateral Assignment Confirmation Letter | Last 24 months |
Confirmation of Beneficiary Designation | Last 24 months |
| Confirmation of Change of Regular Withdrawal | Last 24 months |
Confirmation of Change of Payment Mode/Method | Last 24 months |
Confirmation of Direct Debit Authorization Setup | Last 24 months |
| Confirmation of Regular Withdrawal Instruction Change | Last 24 months |
| Disbursement Notice | Last 24 months |
Important Notice regarding your Financial Needs Analysis | Last 24 months |
| Income For Life Option Notice | Last 24 months |
| Increase of Guaranteed Withdrawal Benefit Notice | Last 24 months |
PM Policy Replacement Letter | Last 24 months |
| Policy Statement | Last 24 months |
| Policy Surrender Notice | Last 24 months |
| Redemption Notice | Last 24 months |
| Regular Auto-Switching Arrangement Confirmation Letter | Last 24 months |
| Regular Top-up Premium Setup / Change Confirmation Letter | Last 24 months |
| Skyline Anniversary Statement (CIES) | Last 24 months |
Subscription Notice | Last 24 months |
Switching Notice | Last 24 months |
| Withdrawal Notice | Last 24 months |
Please login to our Manulife Hong Kong website and go to “e-Statement / e-Notice settings” page to see which of your policy(ies) is/are classified as individual insurance and/or wealth management policies (if any).
Notes:
If you encounter any problems or require special support, please contact us.