Advance notice of change to Manulife’s disability insurance premium rates coming in December The pricing adjustment will impact Proguard and Venture Series disability insurance products across most cells. The reprice contains both decreases and increases; mainly depending on the product, occupation class and issue age.
Changes Seg. Funds offerings: adding 4 existing funds to selected contracts | capping 7 funds to new deposits and switches-in in selected contracts | losing 12 funds in selected contracts More HERE (login required)
New! Manulife online access for Investments – Investments clients can now register for Manulife online access and benefit! Watch the how to video HERE
Terminating the GARS Fund, affected Segregated Fund contracts – details HERE (log in required)
As a result of changes in legislation, the AML and Privacy program templates have been updated – The new programs reflect changes to legislation since the last release of templates in June 2017. Adopting the new programs will ensure you have up to date compliance programs for your practice and will also meet your 2-year review obligation. Be sure to keep a copy of your existing programs for your records.
Anti-money laundering template: The latest version has been updated to include enhanced suspicious indicators, voluntary self-declaration of non-compliance and updated identification details. Download the new template in the ANTI MONEY LAUNDERING section of the Copoloff Compliance center