standard life hong kong mobile app for ios - fund redirection

12
How to perform fund redirection in your portfolio? A guide to Standard Life My Smart Planner Android app

Upload: standardlifeaem

Post on 05-Dec-2014

445 views

Category:

Mobile


1 download

DESCRIPTION

Learn how to perform fund redirection in your investment portfolio on Standard Life's iPhone, iPad, and iPhone Touch mobile app for Asia & Emerging Markets.

TRANSCRIPT

Page 1: Standard Life Hong Kong mobile app for iOS - Fund Redirection

How to perform fund redirection in your portfolio?

A guide to Standard Life My Smart Planner Android app

Page 2: Standard Life Hong Kong mobile app for iOS - Fund Redirection

Open Access – Information is intended for a public audience

Login to use the service…

Fund redirection on mobile app is available to Standard Life customers only.

If you don’t have your customer login, you can register at:https://www.standardlife.hk/login/signup/signup_ori1.aspx?lang=en

To access “My Portfolio” or “Fund Switch”, tap on the icons on the menu.

Tap on “Login” to enter your

username and password

Page 3: Standard Life Hong Kong mobile app for iOS - Fund Redirection

Open Access – Information is intended for a public audience

My Portfolio

After log in you will see a summary of all the policies you have with Standard Life. Tap on the policy for more details.

Page 4: Standard Life Hong Kong mobile app for iOS - Fund Redirection

Open Access – Information is intended for a public audience

Details of your policy

This shows you the policy information you are looking at. If you have more than one policy you can tap to choose others.

Summary of the value of your policy.

Tap “”Logout” to log out of your customer account

Tap for more details.

This shows the account(s) of your selected policy.

Check your policy by a number of attributes, such as Portfolio or

Contribution Allocation.

Tap the menu to access other functions within the

app.

Page 5: Standard Life Hong Kong mobile app for iOS - Fund Redirection

Open Access – Information is intended for a public audience

View Chart

Tap on “View Chart” to display a breakdown of your investment plan in pie chart format…

… as well as the percentages breakdown of your investment plan.

Page 6: Standard Life Hong Kong mobile app for iOS - Fund Redirection

Open Access – Information is intended for a public audience

Fund Redirection

If fund redirection is available for your policy, you will see the “Redirection” available for you. Tap the “Redirection” button to begin.

Your current contribution, and the allocation of contributions for each funds if you have more than one.

Details of the policy for your reference

Tap “”Logout” to log out of your customer account

Page 7: Standard Life Hong Kong mobile app for iOS - Fund Redirection

Open Access – Information is intended for a public audience

Add Investment Choices

If you choose to add funds you have saved in your watch list, or search for funds by Investment Managers under “Investment choice”.

To choose the funds to add to

your future contributions,

tap on “Add Investment

Choice”.

Page 8: Standard Life Hong Kong mobile app for iOS - Fund Redirection

Open Access – Information is intended for a public audience

Change Future Investment Instruction

Tap “Edit” if you would like to remove a funds that you have added. If you want to start over and remove all funds, Tap “Reset”.

You can choose the redirection percentage with the number keys. For each

new fund, you must redirect a minimum of 10% per fund. … or use the slider to drag to the

redirection percentage you want.

You can add a maximum of 10 funds as future

investment.

Page 9: Standard Life Hong Kong mobile app for iOS - Fund Redirection

Open Access – Information is intended for a public audience

Confirm the fund redirection

Tap “next” when you are done adding funds for redirection

Read through the important notice on fund redirection and confirm

the fund redirection instruction. If you want to make changes, tap “back”, or cancel the request by

tapping “Cancel”

Page 10: Standard Life Hong Kong mobile app for iOS - Fund Redirection

Open Access – Information is intended for a public audience

Fund redirection complete

Once you confirm the fund redirection, you will see the summary of your fund redirection instruction, as well as an acknowledgment email in your inbox (This will be sent to your registered email address).

Page 11: Standard Life Hong Kong mobile app for iOS - Fund Redirection

Open Access – Information is intended for a public audience

Transaction Records

A summary of the fund switch or fund redirection instruction will appear when you select the transaction.

To review past instructions for fund

switch or fund redirection, Tap on

“Transaction Records” at the top menu.

Select from the last 30 transaction records of fund switching or fund

redirection.

Page 12: Standard Life Hong Kong mobile app for iOS - Fund Redirection

For more information about the app, please visit

www.standardlife.hk/app