MPIP Investment Pools

Client material
Client brochure
Client brochure - Simplified Chinese
Client brochure - Traditional Chinese
Pool overview
Investor profile questionnaire
Sample client statement

Advisor material
MPIP – Minimum Initial Investment (for advisor use only)
Program summary (for advisor use only)
Advisor guide (for advisor use only)
Sample client proposal (for advisor use only)
Pool codes (for advisor use only)
Sample prospecting letter (for advisor use only)
Sample prospecting letter (fillable PDF) (for advisor use only)
Marketing material check list (for advisor use only)
Ad mat (for advisor use only)
Ad mat (fillable PDF) (for advisor use only)

Pool profiles
Manulife Balanced Equity Private Pool
Manulife Balanced Income Private Trust
Manulife Canadian Balanced Private Pool
Manulife Canadian Equity Private Pool
Manulife Canadian Fixed Income Private Trust
Manulife Canadian Growth and Income Private Trust
Manulife Corporate Fixed Income Private Trust

Manulife Dividend Income Private Pool
Manulife Global Balanced Private Trust
Manulife Global Equity Private Pool
Manulife Global Fixed Income Private Trust
Manulife International Equity Private Trust
Manulife Money Market Private Trust
Manulife U.S. Balanced Private Trust *
Manulife U.S. Equity Private Pool
Manulife U.S. Fixed Income Private Trust

MPIP Segregated Pools

Client material
Client brochure
Client brochure - Simplified Chinese
Client brochure - Traditional Chinese
Pool overview
Program features

Advisor material
MPIP – Minimum Initial Investment (for advisor use only)
Program summary (for advisor use only)
Advisor guide (for advisor use only)
Sample client proposal (for advisor use only)
Marketing material checklist (for advisor use only)
Ad mat (fillable PDF) (for advisor use only)

Pool profiles
Manulife Balanced Equity Private Segregated Pool
Manulife Balanced Income Private Segregated Pool
Manulife Canadian Balanced Private Segregated Pool
Manulife Canadian Equity Private Segregated Pool
Manulife Canadian Fixed Income Private Segregated Pool
Manulife Canadian Growth and Income Private Segregated Private Pool
Manulife Corporate Fixed Income Private Segregated Pool
Manulife Dividend Income Private Segregated Pool
Manulife Global Balanced Private Segregated Pool
Manulife Global Equity Private Segregated Pool
Manulife Global Fixed Income Private Segregated Pool
Manulife Money Market Private Segregated Pool
Manulife U.S. Balanced Private Segregated Pool
Manulife U.S. Equity Private Segregated Pool
Manulife U.S. Fixed Income Private Segregated Pool

Portfolio manager biographies

Manulife Asset Management
Alan Wicks
Bob Boyda
Conrad Dabiet
Daniel S. Janis III
Dennis McCafferty
Glen Martin
Hosen Marjaee
Howard Greene
John Addeo
Jonathan Popper
Konstantin Kizunov
Faisal Rahman
Monika Skiba
Richard Kos
Sandy Sanders
Steve Medina
Terry Carr
Thomas Goggins 

Mawer Investment Management Ltd.
David Ragan
Greg Peterson
Jim Hall
Paul Moroz

Other resources

Solutions articles and videos (for advisor use only)
Tax and estate planning

If you are an advisor, contact your
Manulife Investments sales team to
have a custom client proposal
created.

 

The MPIP Investment Pools are managed by Manulife Investments, a division of Manulife Asset Management Limited.

The MPIP Segregated Pools insurance contract is offered by The Manufacturers Life Insurance Company.

* On October 10, 2013, Manulife Balanced Private Trust was renamed Manulife U.S. Balanced Private Trust.

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