Perform a fund switch
A fund switch allows you to transfer existing amounts from one fund to another for your investment-linked policy.
What you need to know
- The minimum amount to perform a fund switch is S$500 for a Manulife policy, unless the policy is a Signature Series or Fusion plan, in which the minimum amount is $1,000, or the entire fund value, whichever is lower.
- You may refer to this List of Available Funds for the funds available for your policy.
- 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, you may refer to the FAQ below for more information.
Instructions
Here is a video guide on performing a fund switch on MyManulife.
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 fund switch if your policy has a trust arrangement?
If your policy has a trust arrangement, please contact us at service@manulife.com to obtain the Fund Switch Form. Alternatively, you may request for the relevant form via this Contact Us form.
Once the form has been completed and signed by the relevant parties, please email the form to us at forms@manulife.com for further processing.
Who will need to sign the form to request for fund switch?
For a Trust policy under S49L, either of the following parties must sign the form:
- Policyowner and any one Trustee (excluding the Policyowner), or
- All Beneficiaries (each Beneficiary must be at least 18 years old)
For a Trust policy under S73, the Policyowner and all Trustees must sign on the form.
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Auto-rebalance 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.
