Premier Investment Program
What is the Premier Investment Program?
The Premier Investment Program is a fee-based account that offers a range of investment services and the ability to hold a wide variety of investment products including mutual funds and individual stocks and bonds. Virtually every investment offered at Manulife Securities can be held in a Premier plan.
In addition to transparency, objectivity and accountability – the hallmarks of a fee-based account – the Manulife Securities Premier Investment Program can benefit my clients in a number of ways:
- You pay for advice, not trades – transactions are incidental and are not the differentiating factor in assessing the value I offer
- Advisor compensation is completely transparent and agreed upon, and because the costs associated with trades or other services are reduced or eliminated, you can fully understand what you’re paying for your investments
- The fee-based solution provides the medium for developing a strong, customized portfolio at a cost that is generally less than the cost associated with traditional mutual funds
- Fees can be paid outside of your client's portfolio; this means your portfolio return need not be reduced to pay fees and assets can grow faster
- When a fee is paid for investment advisory services on a portfolio outside of an RRSP, the fee is generally tax deductible
- Because compensation can be based on portfolio value, fees will rise or decline based on the performance of the portfolio; this assures you that my primary interest is the growth of your portfolio
Manulife Private Investment Pools
The Manulife Private Investment Pools program offers a range of diverse investment pools with high conviction portfolio managers from Manulife Asset Management and Mawer Investment Management Ltd. Add in competitive management fees, tax efficiency and flexible options and you’ve got an investment program that truly understands your needs.
Key features of the program:
- Comprehensive suite of investment pools in a range of asset classes
- Tax efficiency through corporate class structure
- Award-winning portfolio managers
- Competitive management fees
- Tiered management fee reductions
- Household account-linking to help reduce management fees
- Automatic rebalancing
- Series T payout options
- Systematic purchase and withdrawal plans
- Client proposal service (for advisors)
- Comprehensive client reporting
- Dedicated marketing support
To learn more about Manulife Private Investment Pools, click here.
The Masters Private Account Program
The Masters Private Account Program is a Separately Managed Account (SMA) program that provides personalized investment management with individually tailored investments desinged to meet the specific objectives and needs to today's sophisticated investors.
Masters offers you a full range of benefits including discretionary account management through direct access to seven world-class Portfolio Managers and 17 mandates across every asset class. A full suite of investment mandates allows me to either construct portfolios by combining two or more mandates, or substitue an asset-class specific mandate to meet your individual needs.
This elite product is unique to Manulife Securities and is tailored to clients with over $100,000 in investable assets.
Benefits that are exclusive to Masters account holders are a personal portfolio management experience, independent and impartial due diligence, potential tax efficiency and a simply all-inclusive fee structure.
For more information, please click here or contact us.