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:
- 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.
- All Policy Illustrations (where applicable) are issued digitally (replacing mailed paper policy illustrations) from 8 November 2021, unless otherwise specified.
- *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”.
- #This letter shall form part of the policy contract.
If you encounter any problems or require special support, please contact us.