Manulife Investment Management's Regular Savings Plan (RSP) is a savings and investment facility that allows you to make regular contributions to your Manulife Investment Management Unit Investment Trust Fund automatically.

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We offer a wide range of Unit Investment Trust Funds providing you access to local and global investment strategies depending on your goals, needs and risk profile.

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How to enroll in Manulife Regular Savings Plan

For existing Manulife iFUNDS registered clients:

Step 1: Enrollment 

Click “Transact” then “Subscribe”.

Choose your fund then click “Invest”. The fund you choose must be an existing fund you own, or if not, you must also invest the minimum requirement for a one-time investment.

Input the amount you want to invest regularly in the “Regular Savings Plan” portion. Click “Confirm”.

Fill out data required on frequency, schedule, bank name, account type, account name and bank account number.

For BPI online customers, NO NEED to submit forms, just do the following:

• On your BPI mobile app, scroll down and click the “Auto Debit Arrangement” button or access this link directly: https://bpi-ada.com.
• Select “Manulife Investment Management and Trust Corporation” as Biller and agree to the Terms and Conditions of BPI eADA.
• Enter your CIF number as reference number and enter your BPI Online username and password to login to your account.
• Select the BPI account that you wish to enroll for RSP.
• Enter the One-Time-PIN (OTP) that you will receive from your BPI-registered mobile number and wait for a confirmation email that will be sent to your BPI-registered email address.

For BDO and Security Bank customers, we will email Auto Debit Enrollment (ADA) Form to you for you to fill out, sign and submit the Manulife branch CSO or to your Wealth Specialist. Please sign all pages of BDO and Security Bank ADA forms. Finish the transaction by inputting the One-time PIN (OTP) generated.

Step 2: Check email for the status of your enrollment

For BPI online customers, turn-around time for the completion of enrollment is 1 business day. For BDO and Security Bank customers, turn-around time for the completion of enrollment is 14 business days. 

For clients not yet registered on Manulife iFUNDS:

Step 1: Enrollment 

Fill out and sign a Manulife Investment Management RSP Form. For BPI online customers, just do the following: 

• On your BPI mobile app, scroll down and click the “Auto Debit Arrangement” button or access this link directly: https://bpi-ada.com.
• Select “Manulife Investment Management and Trust Corporation” as Biller and agree to the Terms and Conditions of BPI eADA.
• Enter your CIF number as reference number and enter your BPI Online username and password to login to your account.
• Select the BPI account that you wish to enroll for RSP.
• Enter the One-Time-PIN (OTP) that you will receive from your BPI-registered mobile number and wait for a confirmation email that will be sent to your BPI-registered email address.

For BDO and Security Bank, fill out and sign an Auto Debit Enrollment (ADA). Click here to download the forms. Please sign all pages of BDO and Security Bank ADA forms.

Step 2: Submit the Manulife Investment Management RSP Form and ADA Enrollment forms (for BDO and Security Bank only) to the Manulife branch CSO or to your Wealth Specialist.

For new Manulife Investment Management UITF accounts, be sure to include all the usual account opening requirements. Manulife Investment Management and the Bank will check and process the request. Minimum initial investment shall apply.

Step 3: Check email for the status of your enrollment.

For BPI online customers, turn-around time for the completion of enrollment is 1 business day.

For BDO and Security Bank customers, turn-around time for the completion of enrollment is 14 business days.