Job aids

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This section of the Bank Training corner provides you with convenient self-serve training materials to support you and your practice on Manulife’s core applications.

What’s new

Avoiding power of attorney not in good order business (PDF)
Business type comparison chart (PDF)
Completing the Business Advantage Account Application (PDF)
Completing the Business Information Statement (PDF)
Completing the Deposit Account Application for Trusts and Estates (PDF)
Account listing summary report (PDF)
Payment method summary report (PDF)
Opening a GIC for an existing Manulife Bank client (PDF)
Opening a GIC for an existing Manulife Bank Business client (PDF)

My Clients

Account listing summary report (PDF)
My Clients reporting: Manulife Bank Business report (PDF)
Payment method summary report (PDF)

Bank

Access client statements through BankLink (PDF)
Avoiding power of attorney not in good order business (PDF)
Business type comparison chart (PDF)
Completing the Business Advantage Account Application (PDF)
Completing the Business Information Statement (PDF)
Completing the Deposit Account Application for Trusts and Estates (PDF)
Manulife Bank's Document Transfer Portal (PDF)
Opening a GIC for an existing Manulife Bank Business client (PDF)
Opening a GIC for an existing Manulife Bank client (PDF)

Compensation

Viewing your compensation information in FasatWeb (PDF)

Compliance

How to complete the PEP disclosure form (PDF)
Identity verification for account holders (PDF)
International tax reporting for individuals (PDF)