Attestation Template for Insurance Advisers

I, Name of Agent attest that I assisted <Client’s Name> with his/her request for
<<Type of Request>> and I:

• secured the consent of the Client/Policy Owner for purposes of this

request/transaction;

• explained to the client the needed information to accomplish the request

relative to Policy No. __________________, and that any information I have
entered into the form are based on data and/or documents that the
customer provided to me, and that I performed such upon the express
consent, and on behalf, of the client;

• conducted the Know-Your-Customer and Client Due Diligence procedures required

by the Anti-Money Laundering Act and the Terrorist Financing law

• confirm that the Client/Policy Owner is alive at the time of submission of the
request, represented to me that he/she is in the Philippines, and a visual match
with the face appearing in the identity document the Policy Owner has submitted.

I have used my Manulife email address in transmitting documents to the Client and to
the Company. Any hard/paper copy of the Client’s product application/documents in my
possession has been safely and securely destroyed in accordance with the Company’s
policies.