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The Premier Investment Program

"Premier" is a fee-based program 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 your clients in a number of ways:

  • arrowInvestors pay for advice, not trades – transactions are incidental and are not the differentiating factor in assessing the value you offer
  • arrowAdvisor compensation is completely transparent and agreed upon, and because the costs associated with trades or other services are reduced or eliminated, clients fully      understand what they're paying for their investments
  • arrowThe 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
  • arrowFees can be paid outside of the client's podrtfolio; this means an investor's portfolio return need not be reduced to pay fees and assets can grow faster
  • arrowWhen a fee is paid for investment advisory services on a portfolio outside of an RRSP, the fee is generally tax deductible
  • arrowBecause compensation can be based on portfolio value, fees will rise or decline based on the performance of the portfolio; this assures the investor that your primary      interest is the growth of the portfolio.

Premier allows you to design a service package and compensation structure that aligns with your unique value proposition. This flexibility allows you to be paid appropriately based on the level of service required by your clients. In addition, the tiered fee schedule allows you to lower fees as assets increase, perhaps for competitive reasons, or simply to reward clients for consolidating larger portfolios with you.