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Memorandum 2015- IA#2 To: From: CC: Subject : Date: Insurance Advisers & Agency Leaders Mikael

Memorandum 2015- IA#2

To:

From:

CC:

Subject :

Date:

Insurance Advisers & Agency Leaders

Mikael Diaz De Rivera VP and Head - Agency Operations

Mikael Diaz De Rivera VP and Head - Agency Operations R Charland, P McKeown, J Cheng,

R Charland, P McKeown, J Cheng, Territory Heads, Agency Directors, Associate Agency Directors, Agency Operations, Agency Training, Agency Recruitment, Agency Accounting, Special Markets, MIS, Marketing, Actuarial, NC, B&C, & File

Reminder to complete the AMLATF 2014 Refresher Training

January 12, 2015

We wish to remind you that all active IAs and ALs who were coded as of 30 August 2014 are required to COMPLETE the annual AMLA Refresher Training course and SUBMIT the validation exam quiz on/or before January 30, 2015. Please refer to Memorandum 2014- LC#3 AMLA 2014 Refresher Training that was released on 30 October 2014.

The e-training may be accessed online through Manutouch, while the validation quiz is attached along with this Memorandum “AMLATF Validation Quiz.xlsm”.

We would like to reiterate the procedure on:

Opening the training material in Manutouch

1. Log On to Manutouch (https://www.manutouch.com.ph)

2. Go to Reports

3. Select Secure Inbox from the drop down list

4. Click Report Name

5. Select Anit-Money Laundering and Anti-Terrorist Financing Training Material

6. Click Search

7. Read and Study the Training Materials before taking the quiz.

Taking the Validation Quiz

1. Open the attached excel file containing the validation quiz” AMLATF Validation Quiz.xlsm”.

2. Place the agent’s details and answer all 10 questions, do not leave any item blank.

3. Save the answered validation quiz in your computer.

4. Send the validation quiz to moises_batalla@manulife.com and noemie_liwag@manulife.com through your own Manumail address.

In the event that you will not be able to comply, please note that we will be constrained to withhold the release of your commissions until you have complied with the 2014 AMLATF Refresher Validation Quiz as indicated in the Agent’s Contract:

Fax: 884-2562
Fax: 884-2562

Manulife

G/F LKG Tower, 6801 Ayala Avenue, 1226 Makati City

Tele: (02) 884-7000

AGENT’S CONTRACT Term of Contract 3. MP and/or MFP shall periodically evaluate the AGENT’s compli

AGENT’S CONTRACT

Term of Contract 3. MP and/or MFP shall periodically evaluate the AGENT’s compliance with the agreed standards:

b. Professional behavior and ethics against standards, which may be prescribed by MP and/or MFP, the Insurance Commission, Securities and Exchange Commission and other applicable regulatory bodies in order to protect brand excellence and the public.

Agent’s Commissions and Incentives 40. (a) MP and / or MFP shall have no obligation to pay and shall have the right to withhold any and all commission and incentives on any and all violation of the Agent’s Contract, Agency Guidelines, Memorandum, Circulars and other applicable rules by governing regulatory bodies.

Thank you for your continued support to our programs which aims to enhance the insurance agency profession and complying with the government regulations.

Fax: 884-2562
Fax: 884-2562

Manulife

G/F LKG Tower, 6801 Ayala Avenue, 1226 Makati City

Tele: (02) 884-7000