Performing fund switch and fund redirection

A guide to Standard Life Singapore iOS app

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Login to use the service…

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

If you don’t have your customer login, you can register at:http://www.standardlife.sg

Tap on “Login” to enter your username and password

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

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My Portfolio

After log in you will see a summary of all the plans you have with Standard Life. Tap on the Plan No. for more details.

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Details of your plan

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

Summary of the value of your plan

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

Tap for more details

This shows the account(s) of your selected plan

Your plan details appears as a Portfolio or based on

Contribution Allocation details

Tap “Back” to go back to the portfolio summary

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View chart

Tab on “View Chart” will display break down of your investment plan in pie chart format…

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

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Fund switching

If you choose to switch out from all

of your current investments, it will automatically fill in

100% for you

Detail about the plan for

your reference

You can choose to partially or

complete switch out from your

investment

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Switching out - Partial

To switch out by percentage, you

can use the slider to drag to the percentage of

switch out

You can partially switch out from

each investment by percentage or by

unit using the number keys

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Switching in

You can 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 for switch in, tap on “Add

Fund %”

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Switching in

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 switch in percentage by with the

number keyboard. You must switch in a minimum of 1%

for each fund…

… or use the slider to drag to the switch in percentage you want.

You can add a maximum of 20 funds to switch into.

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Confirm the fund switch

Tap “next” when you are done adding funds to switch in

Read through the important notice on fund switching and

confirm the fund switch instruction. If you want to

make changes, tap “back”, or cancel the request by

tapping “Cancel”

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Fund switching complete

Once you confirm the fund switch, you will see the summary of your fund switch instruction, as well as an acknowledgment email to your inbox.

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Fund redirection

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

Detail about the plan for your reference

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

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Change future investment instruction

Tap “Edit” if you would like to remove a fund 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 funds, you must redirect a minimum of 1% 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.

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Confirm the fund redirection

Tap “next” when you are done adding funds to 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”

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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 to your inbox.

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Transaction records

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

To review past instructions for a fund

switch or fund redirection, tap on

“Transaction Records” on the top menu.

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

redirection.

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Same great functionality also available on iPad

Standard Life International Limited (Singapore Branch) is the Singapore branch of Standard Life International Limited and is registered in Singapore (T12FC0118K) at 30 Cecil Street, #26-00 The Prudential Tower, Singapore 049712. Authorised and regulated by the Monetary Authority of Singapore as a direct life insurer.

Standard Life International Limited is a company registered in Ireland (number 408507) at 90 St Stephen's Green, Dublin 2. Standard Life International Limited is authorised and regulated by the Central Bank of Ireland.

www.standardlife.sg

0814SG1142 V1 © 2014 Standard Life, images reproduced under license

For more information about the app, please visit

www.standardlife.sg/app