Investment Savings Account: A safer way to grow your clients’ cash
Just because your on-book clients need a secure place to invest their cash doesn't mean they should accept a low rate of return. Our Investment Savings Account and Investment Savings Account F-Class offer great rates of interest with the security of a deposit account. And, for Canadian deposits, you can open Investment Savings Accounts from both Manulife Bank and Manulife Trust.
0.75%* -- (MIP510) Manulife Bank Investment Savings Account
1.00%* -- (MIP610) Manulife Bank Investment Savings Account F-Class
0.75%* -- (MIP710) Manulife Trust Investment Savings Account
1.00%* -- (MIP810) Manulife Trust Investment Savings Account F-Class
Give your clients the same security, convenience and growth of Investment Savings Account for their $US savings. Manulife Bank's $US Investment Savings Account and $US Investment Savings Account F-Class are also available on FundServ.
0.20%* -- (MIP511) Manulife Bank $US Investment Savings Account
0.45%* -- (MIP611) Manulife Bank $US Investment Savings Account F-Class
All versions of Investment Savings Account (ISA) are RRSP eligible so you can offer this great account to all of your on-book clients. For complete details on this product, read the advisor flyer:
- AB0403E - Advisor flyer - ISA (PDF)
- AB0465E - Advisor flyer - ISA and $US ISA (PDF)
- AB0402E - Client flyer- ISA (PDF)
- AB0438E - Client flyer - ISA F-Class (PDF)
- AB0464E - Client flyer - $US ISA (PDF)
- AB0514E - Investment Savings Account information sheet (PDF)
If you are not currently able to access ISA on FundServ, have your dealer call us at 1-800-567-9170 and ask to make this account available.
*Interest rate as at July 27, 2015 and it is applied to all funds in the account. Interest is calculated on the total daily closing balance and paid monthly. Rates are subject to change without notice. Manulife Bank reserves the right to restrict deposits greater than $2 million. Manulife Trust reserves the right to restrict deposits greater than $1 million.