MANULIFE

Adoption Date: 11 May 2005
Country of Headquarters: Canada
Region of Headquarters: North America
Institutional Reporting Hyperlink: http://www.manulife.com/servlet/servlet.FileDownload?file=00P5000000kq0QqEAI
Current EPFI Reporting Year/Period: 2016
EPFI Reporting in Compliance: Yes

 

Please read the important notes and disclaimer for further information on 'EPFI Reporting', compliance and publication on the Equator Principles Association website.


Further information on this EPFI may be obtained through the Institutional Reporting Hyperlink above.


PROJECT FINANCE ADVISORY SERVICES


Total number mandated in the reporting period: 0

PROJECT FINANCE TRANSACTIONS


Total number that reached financial close in the reporting period: 31

Totals
0
10
21
Sector
Category A
Category B
Category C
Mining


Infrastructure

6
Oil & Gas


Power
10 6
Others

9
Region
Category A
Category B
Category C
Americas
10 19
Europe, Middle East & Africa


Asia Pacific

2
Country Designation
Category A
Category B
Category C
Designated1
10 21
Non-Designated


Independent Review
Category A
Category B
Category C
Yes
1 19
No
9 2
Totals
0
10
21

1Designated Countries are those countries deemed to have robust environmental and social governance, legislation systems and institutional capacity designed to protect their people and the natural environment. For the list of Designated Countries, go to: http://www.equator-principles.com/index.php/ep3/designated-countries


PROJECT NAME REPORTING FOR PROJECT FINANCE TRANSACTIONS

No. Project Name
Sector
Host Country Name/ Project Location Year of Financial Close
1 SolarCity Power USA 2016
2 BeamLight Solar Power Canada 2016
3 Kingston Solar Project Power Canada 2016
4 Grand Renewable Power Canada 2016
5 Chaudiere Falls Power Canada 2016
6 Southwest Calgary Ring Road Infrastructure Canada 2016
7 Stoney CNG Bus Storage and Transit Facility Infrastructure Canada 2016
8 Mackenzie Vaughan Hospital Infrastructure Canada 2016
9 Sea-to-Sky Highway Improvement Project Infrastructure Canada 2016
10 North Bay Regional Health Centre Infrastructure Canada 2016
11 Mississippi and Alabama Timberlands Others USA 2016
12 Bishop Forest Others USA 2016

19 projects were not disclosed as per the disclosure conditions specified in Annex B of the Equator Principles.


PROJECT-RELATED CORPORATE LOANS


Total number that reached financial close in the reporting period: 0


IMPLEMENTATION OF THE EQUATOR PRINCIPLES

Environmental and social risk review related to the Equator Principles is incorporated into our regular transaction review and approval process. As part of the due diligence for each project finance transaction, we require an independent third party advisor (technical independent engineer) who works on the lender's behalf to write an Independent Engineer Report. Most reports include a specific review of the Equator Principles and having a report satisfactory to the lender is a condition precedent to closing.  For those transactions in which Equator Principles is not part of the scope of the Independent Engineer's report, we self-assess.

Further information can be found in Manulife's 2016 Public Accountability Statement available at:
http://www.manulife.com/servlet/servlet.FileDownload?file=00P5000000kq0QqEAI