Auto re-balance your portfolio
Automatic Fund Rebalancing allows you to keep your portfolio holdings in line with your investment strategy. With this feature, your portfolio will be automatically adjusted to match your chosen fund allocation at each policy anniversary of your investment-linked policy.
What you need to know
- We encourage you to evaluate your risk tolerance, investment goals and investment time horizon before making an investment decision.
- If you need help reviewing the suitability of your investment, or if you do not have a valid Customer Knowledge Assessment (CKA), please get in touch with your Representative who can assist you on your request.
- If you have passed your CKA and do not wish to receive advice on your investment choices, you may submit your instructions by logging in to our secure customer portal, MyManulife, or the Manulife SG App.
- Please note that the fund allocation used to activate the Automatic Fund Rebalancing option must match the premium allocation of the policy.
- If your policy has a trust arrangement, you may refer to the FAQs below for more information.
Instructions
1. Log in to your account via MyManulife or the Manulife SG App.
2. Click on the "Services" tab, followed by "Automatic fund rebalancing & Change premium allocation".
3. Follow the instructions on the page to guide you through the process for Automatic Fund Rebalancing.
4. If you do not have a MyManulife account, you can easily follow the step-by-step instructions here to create your account.
FAQs
How to request for auto-rebalancing if your policy has a trust arrangement?
If your policy has a trust arrangement, please follow the instructions below to request for auto-rebalancing:
1. Download and complete the Fund Switch/Premium Redirection/Auto-Rebalancing Form.
2. Once the form has been completed and signed by the relevant parties, submit the form via email to fundswitch@manulife.com.
3. Alternatively, you can mail the completed original hard copy form to the following address:
Manulife (Singapore) Private Limited
8 Cross Street
#15-01 Manulife Tower
Singapore 048424
Please ensure that the form is signed in wet ink. Click here to obtain the Business Reply Envelope for your submission.
If you do not have a MyManulife account, you can easily follow the step-by-step instructions here to create your account.
Who will need to sign the form?
For non-trust policies:
- The Assignee or Policyowner must sign the form.
For Trust policies under Section 132 of the Insurance Act (formerly known as S49L):
- The Policyowner and any one Trustee who is not the Policyowner, or
- All Beneficiaries who are at least 18 years old must sign the form.
- If any Beneficiary is under 18 years old, a legal guardian or parent who is not the Policyholder can provide consent.
For a Trust policies under Section 73 of the Conveyancing and Law of Property Act:
- The Policyowner and all Trustees, or
- All Beneficiaries who are at least 21 years old must sign the form.
- If any Beneficiary is under 21 years old, a legal guardian or parent who is not the Policyholder can provide consent.
