A one-stop online toolbox for investment advisors
With the goal of having digital business supports all in one place, Digital solutions for guaranteed investment products is now online, offering easy access to a range of solutions to help support advisors and their clients. The page links to:
- Online Transactions (OLT) Platform for segregated fund and GIC contracts: process your new segregated fund and GIC business and learn about the newest feature: using the deposit option through bank bill payments.
- My Segregated Fund Book: the simplest way to access your Manulife segregated fund data in a streamlined, intuitive environment.
- COVID-19 business support: links to a summary of updates to support your segregated fund, GIC and mutual fund business.
Tools and training are available when you need them, 24/7. Easy access to:
- Investments Training Centre
- Pricing tools and calculators
- Market Volatility toolkit – a collection of videos and insights to help your clients make rational investment decisions
In addition, you can learn more about some of the latest digital innovations now available to help support your business – enhancements such as the electronic deposit option through bank bill payments, e-signatures for segregated funds and GIC contracts, the option to create customized Fund Facts booklets for your clients based on their investment choices, as well as virtual training sessions available for Online Transactions.