Manulife Financial offers the Investment Only product, which lets organizations take advantage of a single contract that combines custody, investments and pensioner payments. Investment Only provides an integrated solution, combining investment breadth and flexibility with simple, efficient administration.
Organizations have the choice of two products that can be set-up as either a registered or non-registered:
1) Standard – Regular contract with a full array of investments including market-based funds, as well as Guaranteed Investment Accounts, or
2) Custom Term – Simplified contract for large, single guaranteed deposits within a Guaranteed Investment Account
Key product features and services
Investments – access to world-class investment managers
Manulife's long-standing relationships with investment managers give plan sponsors affordable access to many funds not otherwise available.
Due Diligence – continuous performance monitoring
Funds and investment managers available on Manulife's investment platform are subject to a rigorous selection and monitoring process delivered by the independent i-Watch® service.
Administration – ongoing and flexible administrative support
Manulife professionals support asset rebalancing and pensioner payments.
Plan Information – convenient access to plan data
Manulife offers on-demand information available from a secure website, as well as regular detailed or summary reports issued each month.
Account Management – excellent service from knowledgeable Account Managers
Plan sponsors and their administrative staff are supported by knowledgeable Account Managers and Customer Service Representatives trained specifically on the details of each Investment Only plan.
Implementation – smooth transition of assets
Our proven transition process supports a streamlined movement of assets to minimize the support required from clients' administrative staff to ease the process of asset movement.