Forms
For Personal Customer to change below contact details:
- Correspondence Address
- Email Address
- Contact Numbers (Residential / Office / Mobile / Pager/ Fax Number)
For Personal Customer to change or correct below particulars:
- Name
- Legal ID (e.g. HKID / Passport Number)
- Date of Birth
- Sex
For Joint Owners to request Manulife Customer Number (MCN) and Personal Identification Number (PIN)
Note: ALL Joint Owners are required to sign
This form is applicable to Hong Kong policies only.
Try our new eClaims Service
Applicable for single hospitalization receipts not exceeding HKD3,000
(For Refundable Daily Hospital Cash Plan Only)
(Chinese version only)
Please Click here for the quick reference guide.
Try our new eClaims Service
Applicable for single hospitalization receipts not exceeding HKD3,000
To open an account, a set of completed documents, including Manulife Asset Management (Hong Kong) Limited Client Agreement, Manulife Fund Account Opening Form, Manulife Global Fund Subscription Request Form, together with a certified true copy of the account applicant’s Hong Kong Permanent Identity Card or passport page with photograph, certified true copy of the latest residential address proof and a crossed cheque or bank draft are required to submit to Manulife Asset Management (Hong Kong) Limited. If the subscription proceeds are paid in cheque, the cheque account holder or bank draft customer must be the account applicant as third party payment will not be accepted. For any enquiry, please contact your Manulife Investment Funds Intermediary for assistance.
You can also download the Offering Document of Manulife Global Fund on Manulife Website, please click "Download" and then refer to "Important information" part.
To open an account, a set of completed documents, including Manulife Asset Management (Hong Kong) Limited Client Agreement, Manulife Fund Account Opening Form, Manulife Advanced Fund SPC Subscription Request Form, together with a certified true copy of the account applicant’s Hong Kong Permanent Identity Card or passport page with photograph, certified true copy of the latest residential address proof and a crossed cheque or bank draft are required to submit to Manulife Asset Management (Hong Kong) Limited. If the subscription proceeds are paid in cheque, the cheque account holder or bank draft customer must be the account applicant as third party payment will not be accepted. For any enquiry, please contact your Manulife Investment Funds Intermediary for assistance.
You can also download the Offering Document of Manulife Advanced Fund SPC on Manulife Website, please click "Download" and then refer to "Important information" part.
To open an account, a set of completed documents, including a Manulife Asset Management (Hong Kong) Limited Client Agreement, Manulife Fund Account Opening Form and Manulife Hong Kong Series Subscription Request Form, together with a certified true copy of the account applicant’s Hong Kong Permanent Identity Card or passport page with photograph, certified true copy of the latest residential address proof and a crossed cheque or bank draft are required to submit to Manulife Asset Management (Hong Kong) Limited. If the subscription proceeds are paid by cheque, the cheque account holder or bank draft customer must be the account applicant, as third party payment will not be accepted. For any enquiry, please contact your Manulife Investment Funds Intermediary for assistance.
You can also download the Offering Document of the Manulife Hong Kong Series from Manulife Website; please click "Download" and then refer to the "Manulife Hong Kong Series - Important Information" section.
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 31, Z.A. Bourmicht, L-8070 Bertrange, Grand Duchy of Luxembourg
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”.
Click here for the Code.
This information is provided by Manulife Asset Management (Hong Kong) Limited. For Manulife Investment Plus/ Manulife Investment Solutions customers, please refer to the Product Key Facts of Manulife Advanced Fund SPC - China A Segregated Portfolio and Renminbi Bond Segregated Portfolio.
After clicking download, you will be directed to the link managed by Manulife Asset Management (Hong Kong) Limited.
(Manulife Investment Solutions / Manulife Investment Plus / Manulife Secure IncomePlus / Skyline)
For subscription and switching services
(Manulife Investment Solutions / Manulife Investment Plus / Manulife Secure IncomePlus)
(Manulife Investment Solutions / Manulife Investment Plus / Manulife Secure IncomePlus / Skyline)
For switching services
(Manulife Investment Solutions / Manulife Investment Plus / Manulife Secure IncomePlus)
Please read our Offering Document before you enrol.
A complete application package consists of these items. To open a Personal Account with Manulife, please download ALL items.
- Offering Document
- An Illustrative Example of Fees and Charges of the 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 Account Consolidation Form
- Scheme Member’s Request for Fund Transfer Form
- Employee Choice Arrangement (“ECA”) – Transfer Election Form
- Guide to Transfer Benefits under Employee Choice Arrangement
Manulife Global Select (MPF) Scheme Employee Application Kit Please read our Offering 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.
- Offering Document
- Manulife Global Select (MPF) Scheme Employee Enrolment Form
- An Illustrative Example of Fees and Charges of the MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
- On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
For you to change your investment portfolio.
For self-employed person, personal account holder or employee ceasing employment to make a transfer of accrued benefits to another scheme or to retain within the same scheme as a personal account.
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.
For consolidating multiple personal accounts into one account.
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.
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.
For you to withdraw the Flexi Retirement Contribution.
For Personal Customer to change below contact details:
- Correspondence Address
- Email Address
- Contact Numbers (Residential / Office / Mobile / Pager/ Fax Number)
For Personal Customer to change or correct below particulars:
- Name
- Legal ID (e.g. HKID / Passport Number)
- Date of Birth
- Sex
Please read our Offering 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.
- Offering Document
- Manulife Global Select (MPF) Scheme Employee Enrolment Form
- An Illustrative Example of Fees and Charges of the MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
- On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
For employer to transfer the accrued benefits of the employees to another MPF scheme; OR for new employer to transfer the accrued benefits of the employees of another employer to the new employer’s scheme.
For Employee Member is transferring the accumulations under his/her member account of the Existing Employer's MPF Scheme to the New Employer's MPF scheme as a result of transfer of employment between associated companies or change of business ownership.
For you to add or change voluntary contribution provision.
For you to update specimen signature
For you to change employer information e.g. change of address.
For you to change payment method or change of autopay account number.
For you to change payroll period or change payroll frequency.
- For you to report termination of employment of your employee.
- Your terminated employee is required to fill out Claim Form for Payment of Accrued Benefits or Scheme Member's Request for Fund Transfer Form.
- This form is ONLY used for reporting employee(s) termination WITHOUT Long Service Payment (LSP) / Severance Payment (SP) under MPF scheme.
- Your terminated employee is required to fill out Claim Form for Payment of Accrued Benefits or Scheme Member's Request for Fund Transfer Form.
For you to report first contribution of new employee after 60 days of employment.
For existing employee & terminated employee
For you to set up a direct debit authorization for contribution.
Please read our Offering Document before you enrol.
A complete application package consists of these items. To enroll a self-employed account with Manulife, please download ALL items.
- Offering Document
- An Illustrative Example of Fees and Charges of the 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)
For you to report change of your self-employed scheme information.
For you to change your investment portfolio.
For you to set up a direct debit authorization for contribution.
For self-employed person, personal account holder or employee ceasing employment to make a transfer of accrued benefits to another scheme or to retain within the same scheme as a personal account.
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.
For consolidating multiple personal accounts into one account.
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.
For you to withdraw the Flexi Retirement Contribution.
For group with less than 10 employees
Applicable for policy offered with Life Insurance Conversion Privilege
Applicable for policy offered with Medical Insurance Conversion Privilege
For both hospitalization and outpatient surgical claim
Try our new eClaims Service
Applicable for single hospitalization receipts not exceeding HKD3,000
**for selected group medical policies only
Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.
How are we doing?
Your experience is important to us and to help us improve, we have partnered with Nielsen, a 3rd party research agency. After your claim has been processed, you may receive a short survey from Nielsen. We hope you will take a minute to share your thoughts.
For more information, please call 2108-1388. Thank you.
If you have opted out of Marketing Communications, you will not be contacted.
For outpatient and dental claims
Try our new eClaims Service
Applicable for single receipts not exceeding HKD1,200
**for selected group medical policies only
Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.
How are we doing?
Your experience is important to us and to help us improve, we have partnered with Nielsen, a 3rd party research agency. After your claim has been processed, you may receive a short survey from Nielsen. We hope you will take a minute to share your thoughts.
For more information, please call 2108-1388. Thank you.
If you have opted out of Marketing Communications, you will not be contacted.
For group with 10 employees or above
For group with less than 10 employees
Applicable for policy offered with Life Insurance Conversion Privilege
Applicable for policy offered with Medical Insurance Conversion Privilege
For both hospitalization and outpatient surgical claim
Try our new eClaims Service
Applicable for single hospitalization receipts not exceeding HKD3,000
**for selected group medical policies only
Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.
How are we doing?
Your experience is important to us and to help us improve, we have partnered with Nielsen, a 3rd party research agency. After your claim has been processed, you may receive a short survey from Nielsen. We hope you will take a minute to share your thoughts.
For more information, please call 2108-1388. Thank you.
If you have opted out of Marketing Communications, you will not be contacted.
For outpatient and dental claims
Try our new eClaims Service
Applicable for single receipts not exceeding HKD1,200
**for selected group medical policies only
Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.
How are we doing?
Your experience is important to us and to help us improve, we have partnered with Nielsen, a 3rd party research agency. After your claim has been processed, you may receive a short survey from Nielsen. We hope you will take a minute to share your thoughts.
For more information, please call 2108-1388. Thank you.
If you have opted out of Marketing Communications, you will not be contacted.
The Form is intended to be completed by a non-U.S. entity which is certifying it is the non-U.S. beneficial owner of a payment of income for current withholding tax purposes
Please click here for the quick reference guide.
For foreign persons to certify their non-U.S. status (Individuals)
Please click here for the quick reference guide.
The form is intended to be completed by US entity, or US citizen or resident.
Please click here for the quick reference guide.
