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
- Automatic Fund Rebalancing is available from policy year 2 onwards.
- Rebalancing will take place at each policy anniversary if the actual fund allocation differs from your selected allocation by more than 5%.
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.
If your policy has a trust arrangement, please get in touch with your Representative who can assist you on your request.
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
- Requests received before 3pm will be processed within 1 business day.
- Requests received after 3pm will be treated as received on the next business day.