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宏利环球基金-转换表格.PDF
MANULIFE GLOBAL FUND – SWITCHING REQUEST FORM
NOTE :
Before completing this form, please refer to the Notes and Instructions on page 4 of this form.
Please complete in English BLOCK LETTERS. For assistance, please call: (852) 2 108 1110. (852) 2 108 1110
Please return this completed form to Manulife Asset Management (Hong Kong) Limited, 23/F., Manulife Tower, One Bay East, 83 Hoi Bun Road, Kwun Tong, Kowloon,
Hong Kong or by fax to (852) 2810 9510. 83 23 (852) 2810 9510
For Manulife Use Dealing Date:
1. SHAREHOLDER ACCOUNT INFORMATION
Shareholder Account Number
Account Holder(s)’ Full Name(s) HKID/Passport Number
1. 2. 1. 2.
Contact Number Fax Number
E-mail Address
1a. Does any holder of the above account belong to one or all of the following two groups? (Please tick the appropriate box(es) below)
aged above 64; and/or 64
highest educational qualification is primary school or below
No Please go to page 2. 2
Yes Please complete Part 1b below. 1b
Note : When performing suitability assessment in respect of a joint account, we have regard only to the Risk Profile Questionnaire completed by the Designated Client for the
account. If this form is solely signed by the Designated Client who does not belong to the two groups stated in Part 1a of this form, the procedures in Part 1b of this
form are waived in view of the Designated Client’s duties to make investment decisions in the best interests of all the joint hold
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