Regular Savings Plan

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

Convenient

•      No need to go to the branch for payment
  
•      Lower minimum top-up required
•      Automated planned top-up

Cost averaging platform

Take advantage of a proven investment strategy – Cost Averaging.

How can Cost Averaging help you?

• Provide a disciplined approach — helps make sure that you don’t try to “time” the market and that you continue to invest even when markets are down (with opportunities to invest at lower prices).
•  Give you peace of mind — Regular contributions means not having to worry about investing at a “high” point in the market or missing an opportunity to invest at low prices. As a result, you may receive, over time, a more average investment price. 

And for Manulife iFunds-registered clients, you get the advantage of enrolling online!

Not yet an iFunds-registered client or forgot your password? It’s easy to register or access your iFunds account, just proceed to https://client.asia.manulifeam.com/en_PH/forgotPassword

Manulife Investment Management's Regular Savings Plan Guidelines

For 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.