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Important Integration Updates

As we continue to integrate the operations and processes of the former Standard Life, including the recent announcement of upcoming changes to our segregated fund lineup – I wanted to share with you some milestones we have reached during the last couple of months.

I also have some insights to share about the advisor survey conducted earlier this year. We received a great response rate and we are in the process of assessing your feedback and identifying opportunities to improve how we work together.

Thank you for your continued patience as we complete our integration. As always, we welcome your feedback and encourage you to connect with your Sales Representative to address any concerns or questions you may have.

Paul Lorentz
Executive Vice President and General Manager
Individual Wealth Management and Insurance

1. Product roadmap

Mutual Funds

We are pleased to report that 25 funds have been successfully merged in March and April. (Please see link inside Item #1 of our previous messaging for more fund merger details.)  Additional funds, which were previously announced, will be merged May 27, 2016.

Overall, we’re very pleased with how smoothly the integration of our Mutual fund business has gone, and believe that our combined offering, which represents the best of both companies, leaves us well-positioned to help you in meeting the varied needs of your clients.

Beginning May 16, you will find all related marketing materials, including new fund listings, on Repsource.

Segregated Funds

In early February, we announced segregated fund closures and name changes to align our segregated fund investment choices with the fund mergers mentioned above.

Earlier this month, we formalized our commitment to integrate the Ideal Signature brand and simplify our product offering, and announced the upcoming launch of Manulife Ideal Signature Select™. You will receive more information on promoting this new lineup to your clients on May 16. Administration details will be posted on Repsource on May 2. Please see details that were sent to you in our advance notice of April 18.

During the process of streamlining our offering, we have made every effort to be as transparent as possible, letting you know about changes along the way. As promised, we successfully maintained the product features that are most important to you and your clients, and as stated previously, no changes are planned for in-force segregated fund contracts.

The primary objective of changes was to simplify our segregated fund product offering. In addition, we wanted to align with current industry trailers and fees, and make necessary adjustments reflecting current and expected long-term market conditions.

We believe our new segregated fund offering is the most robust in the industry and places Manulife firmly as an industry leader in Canada.

2. Customer Experience and Operations

We have made good progress integrating your service experience and are on track to be fully integrated by the time all of our administration systems have been converted.

In the interim, we understand it can be confusing to know where to call, so we have put together a chart giving you telephone numbers by product. We will post this chart in the Integration section of Repsource.

For more complex requests, you may also consult the Contact us page on Repsource.

Technology support has been integrated and all MGAs and advisors now have direct access to our technology support teams:

• Telephone: 1-800-667-4266
• Email: DTSC@manulife.com

Leveraging the strengths of both our service models, our fully integrated model will be launched as product conversions are completed. Stay tuned for dates.

3. Advisor Integration Survey

A special thank you to those who took the time to provide feedback on the integration experience to date. Your feedback is critical in understanding how the integration is affecting you and your clients and identifying opportunities to serve you better. We received over 500 responses to the survey, which tells us how interested and engaged you are regarding the integration of the former Standard Life business.

A special thank you to those who took the time to provide feedback on the integration experience to date. Your feedback is critical in understanding how the integration is affecting you and your clients and identifying opportunities to serve you better. We received over 500 responses to the survey, which tells us how interested and engaged you are regarding the integration of the former Standard Life business.

We also received feedback on areas that need improvement. For example, you told us that it needs to be easier to know who to call for administrative support and that we need to provide more opportunities for training and information about tools and procedures. We appreciate this valuable input and you can expect to see specific actions to address these concerns and others as the integration continues to progress.

Look for more information about the survey and action plans on Repsource in the coming weeks.

In closing

We are making headway on a number of internal systems migration and conversions. Your historical information with both of our companies has been combined into a single system and this will help our sales and customer experience representatives serve you better.

We will continue to keep you informed of all integration activities and I thank you for your continued support.

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