Please note that our Customer Service Hotlines and Customer Service Centres will close early at 12:30pm on Tuesday, January 28, for Lunar New Year's Eve.

View more

Important Notice
Stay vigilant for suspicious phone calls, emails, websites, apps and hyperlinks embedded in instant electronic messages, etc. allegedly related ... View more

View more
Skip to main content Skip to notification content
Back

Individual Insurance and Wealth Management e-Statement / e-Notice Types

The following types of e-Statements / e-Notices are available on Manulife customer website and the respective retention periods are as follows:

Individual Insurance e-Statement / e-Notice

Premium-related statements & notices
Retention period

Automatic Premium Loan Notice

Last 24 months

Autopay Reject Letter Last 24 months

Payment Confirmation Notice

Last 24 months

Policy Lapsation Notice

Last 24 months

Policy Lapse Notice

Last 24 months

Premium Adjustment Notice Last 24 months

Premium Notice

Last 24 months

Premium Overdue Notice

Last 24 months

Premium Reminder

Last 24 months

Reject of Direct Debit Authorization Setup Letter

Last 24 months

Other statements & notices
Retention period
Child Registration Reminder Letter Last 12 months

Financial Statement

Last 12 months

Annual Record of Premium Paid

Last 24 months

Annual Summary of Qualifying Deferred Annuity Policy (QDAP)

Last 24 months

ATM Payment Refund Letter

Last 24 months

Confirmation of Beneficiary Designation

Last 24 months

Confirmation of Change of Payment Mode/Method

Last 24 months

Confirmation of Direct Debit Authorization Setup

Last 24 months

Confirmation of UnionPay Card Registration for Paying Premium Online

Last 24 months

Disbursement Notice

Last 24 months

Easy Choice Confirmation Last 24 months

HSBC Bill Payment Refund Letter

Last 24 months

Important Notice regarding your Financial Needs Analysis

Last 24 months

Income Payment Option Change Notice

Last 24 months

Income Payment Option Notice

Last 24 months

Increasing Investment Option Notice Last 24 months

Inflation Protector Option Endorsement

Last 24 months

Invitation Letter for Wellness Program

Last 24 months

NB Policy Replacement Letter

Last 24 months

Ownership Change Letter

Last 24 months

PM Policy Replacement Letter

Last 24 months

Planned Increase in Protection Notice

Last 24 months

Policy Anniversary Statement

Last 24 months

Policy Illustration

Last 24 months

Policy Value Transfer Notice

Last 24 months

Policy Value Withdrawal Notice

Last 24 months

Premium Holiday Termination Notice

Last 24 months

PPS/Internet Banking Payment Refund Letter

Last 24 months

Subscription Notice

Last 24 months

Suspension of Regular Withdrawal Instruction Letter

Last 24 months

Switching Notice

Last 24 months

Terminal Bonus Realization Notice Last 24 months

Benefit Upgrade Letter#

During policy in force

Child Registration as Life Insured Endorsement

During policy in force

Notice of benefit enhancement of layered benefit(s)*

During policy in force

Renewal Notice

During policy in force

Supplementary Benefit Coverage Continuation Arrangement Notice During policy in force

Wealth Management e-Statement /e-Notice

Statements & notices
Retention period

Notice for Distribution of Payout Distribution Investment Choice

Last 12 months

Policy Statement

Last 12 months

Confirmation of Beneficiary Designation

Last 24 months

Confirmation of Change of Payment Mode/Method

Last 24 months

Confirmation of Direct Debit Authorization Setup

Last 24 months

Disbursement Notice

Last 24 months

Important Notice regarding your Financial Needs Analysis

Last 24 months

PM Policy Replacement Letter

Last 24 months

Subscription Notice

Last 24 months

Switching Notice

Last 24 months

Please login to our customer website and go to “e-Statement / e-Notice settings” page to see which of your policy(ies) is/are classified as individual insurance and/or wealth management policies (if any).

Notes:

  1. Please note that the following paper notices (where applicable) have been replaced by SMS notifications (applicable if you have provided Manulife with a valid Hong Kong, Macau or China mobile number). You can also view the relevant e-Notices online:

    •        Confirmation of Direct Debit Authorization Setup (For policy issued in HK only)
    •        Notice for Distribution of Payout Distribution Investment Choice
    •        Payment Confirmation Notice

    For customers who receive the “Notice for Distribution of Payout Distribution Investment Choice”, the same information including transaction date and payout amount will also be summarized on the “Policy Statement” issued on quarterly basis.

  2. All Policy Illustrations (where applicable) are issued digitally (replacing mailed paper policy illustrations) from 8 November 2021, unless otherwise specified.

  3. *Please note that the “Notice of benefit enhancement of layered benefit(s)” is only applicable to policies of Manulife First VHIS Flexi Plan that provide layered benefits for certain specified health condition(s). This notice can be viewed by applicable customers via selecting “Manulife First VHIS Flexi Plan” on the “Home” page, then clicking “View policy contract” under the “Policy information”.

  4. #This letter shall form part of the policy contract.

If you encounter any problems or require special support, please contact us.