Marketing material 

Manulife Private Investment Pools program material

Investor brochure
Investor brochure - Traditional Chinese
Investor brochure - Simplified Chinese
Investment pool overview
Householding/Management fee reductions and Corporate class brochure
Investor profile questionnaire
Sample client statement
Sample client proposal
Advisor guide (for advisor use only)
Program summary (for advisor use only)
Sample prospecting letter (for advisor use only)
Sample prospecting letter (fillable PDF) (for advisor use only)
Marketing support list (for advisor use only)
Indices growth chart (for advisor use only)
Ad mat (for advisor use only)

Portfolio manager biographies
Alan Wicks
Bob Boyda
Daniel S. Janis III
Dennis McCafferty
John Tsagarelis
Jonathan Popper
Maralyn Kobayashi
Monika Skiba
Paul Moroz
Sandy Sanders
Steve Medina
Steve Orlich
Terry Carr
Thomas Goggins
Walter McCormick

Fact sheets
Manulife Balanced Equity Private Pool
Manulife Balanced Income Private Pool*
Manulife Balanced Private Pool*
Manulife Canadian Balanced Private Pool
Manulife Canadian Equity Private Pool
Manulife Canadian Fixed Income Private Pool*
Manulife Canadian Fixed Income Private Trust
Manulife Corporate Fixed Income Private Pool*
Manulife Corporate Fixed Income Private Trust
Manulife Dividend Income Private Pool
Manulife Global Equity Private Pool
Manulife Global Fixed Income Private Pool*
Manulife Global Fixed Income Private Trust
Manulife Money Market Private Trust
Manulife U.S. Equity Private Pool

Commentaries
Manulife Balanced Equity Private Pool
Manulife Canadian Balanced Private Pool
Manulife Canadian Equity Private Pool
Manulife Canadian Fixed Income Private Trust
Manulife Corporate Fixed Income Private Trust
Manulife Dividend Income Private Pool
Manulife Global Equity Private Pool
Manulife Global Fixed Income Private Trust
Manulife Money Market Private Trust
Manulife U.S. Equity Private Pool

Sales tools (for advisor use only)
Manulife Canadian Balanced Private Pool
Manulife Canadian Fixed Income Private Trust
Manulife Corporate Fixed Income Private Trust
Manulife Global Equity Private Pool
Manulife Global Fixed Income Private Trust
Manulife U.S. Equity Private Pool

 

Other resources
Solut!ons articles and videos (for advisor use only)
Tax and estate planning

Additional advisor resources
If you are an advisor, contact your Manulife Investments sales team to have a custom client proposal created, or to request an invitation template for an upcoming event you are planning.

*This Pool has been capped to all new purchases as of April 9, 2013.