-
Investor
- Institutional
- Insurance
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.
Why should you get it
Choose the right fund for you!
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.
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 and Metrobank online customers, it is NOT necessary to submit forms. Kindly follow the steps below instead.
BPI online customers:
On your BPI mobile app, scroll down and click the “Auto Debit Arrangement” button or access this link directly:
- 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.
Metrobank online customers:
Open Metrobank Online website via , and on Dashboard shortcuts, click "Pay Bills" icon.
- Upon clicking Pay Bills icon, select Auto Debit Arrangement.
- Read the Metrobank Auto Debit Arrangement Authorization to Debit Account Terms and Conditions and click "I ACCEPT" to proceed.
- Input the necessary information in the details page as below:
- Biller: Select "MANULIFE INVESTMENT MGMT PHP"
- Using: Select the Metrobank account you wish to be enrolled in ADA
- Alias: Enter any nickname for your ADA transaction
- Subscriber Number: Enter your 10-digit CIF number
- Enter your Metrobank passcode to authenticate your transaction and wait for a confirmation email that will be sent to your Metrobank-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 the status
Check the status of your enrollment via the registered email.
For BPI and Metrobank 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 who are not yet registered to Manulife iFUNDS:
Step 1: Enrollment
Fill out and sign a Manulife Investment Management RSP Form.
For BPI online customers, kindly follow the steps below:
- On your BPI mobile app, scroll down and click the “Auto Debit Arrangement” button or access this link directly: .
- 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 Metrobank online customers, kindly follow the steps below:
- Open Metrobank Online website via , and on Dashboard shortcuts, click Pay Bills icon.
- Upon clicking Pay Bills icon, select Auto Debit Arrangement.
- Read the Metrobank Auto Debit Arrangement Authorization to Debit Account Terms and Conditions and click "I ACCEPT" to proceed.
- Input the necessary information in the details page as below:
- Biller: Select "MANULIFE INVESTMENT MGMT PHP"
- Using: Select the Metrobank account you wish to be enrolled in ADA
- Alias: Enter any nickname for your ADA transaction
- Subscriber Number: Enter your 10-digit CIF number
- Enter your Metrobank passcode to authenticate your transaction and wait for a confirmation email that will be sent to your Metrobank-registered email address.
For BDO and Security Bank customers, 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 necessary documents
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 the status
Check the status of your enrollment via the registered email.
For BPI and Metrobank 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.
Hi {FirstName}! Thank you for interest to learn more about our products. Please expect our Wealth Specialist to get in touch with you.
Sorry
Something went wrong.
Please refresh the page and try again.