The CBAF Plan

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The CBAF Plan
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The CBAF Plan Features

Your CBAF savings solution has a number of great features. Enroll today to start taking advantage of:
  • Lower than retail investment management fees (IMF). Partnering with Manulife Financial, CBAF is able to negotiate lower investment management fees (similar to MERs) than are usually available to most individual investors.
  • Access to institutional funds and fund managers. Typically not available to most individual investors.
  • Brand-name fund managers. Invest in Canada's top fund managers at better than retail investment management fees.
  • Exclusive to CBAF! The CBAF member loyalty program. As your account balance grows, you will benefit from even lower investment management fees through the CBAF member reward program.
  • Convenient account access. 24/7 online or interactive voice response (IVR) telephone access to your personal account information. The information you need, when you need it!
  • Investing with confidence. Manulife Financial's exclusive Investment Watch (i-Watch) program incorporates a best practices approach to selecting fund managers, and then ensures that they adhere to their investment mandates over time.
  • Benefit to CBAF/CBA. Your participation in the CBAF Plan benefits CBA as a portion of the investment management fees payable to Manulife Financial are shared with CBAF as sponsors of the program.
  • Maximize your RRSP contribution this year. As a CBAF customer, you can
    take advantage of Manulife Bank's RRSP loan. To find out more information, go to     RRSP Loan Program.
  • Contribute to a Tax-Free Savings Account (TFSA). Manulife's Group TFSA provides you with another option to consider for your savings, and gives you the opportunity to save for retirement and capitalize on tax-free investment earnings and growth.
  • Access to Manulife's Steps Retirement Program® (Steps). Steps walks
    you through a quick, simple process that helps you set your annual retirement income goal. With your goal set, you can check your progress online at any time – or see how you're doing on the statement mailed to you – to be sure you're on track to reach your goal. If you're not on track, you'll see suggestions to help you close any gap.




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