Post on 02-Dec-2014
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How to perform fund switching in your portfolio?
A guide to Standard Life Hong Kong 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:https://www.standardlife.hk/login/signup/signup_ori1.aspx?lang=en
standardlife.hk standardlife.hk
Tab on “Login” to enter your username and password
To access “My Portfolio” or “Fund Switch”, tab on the icons on the menu.
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My Portfolio
After log in you will see a summary of all the policies you have with Standard Life. Tab on the policy for more details.
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Details of your policy
This shows you the policy information are you are looking at. If you have more than one policy you can tab to choose others.
Summary of the value of your policy.
Tab “”Logout” to log out of your customer account
Tab 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.
Tab “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 policy 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 investments by percentages or
by unit using the number keys.
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Switching in
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 for switch in, tab on “Add
Investment Choice”.
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Switching in
Tab “Edit” if you would like to remove a funds that you have added. If you want to start over and remove all funds, tab “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
Tab “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, tab “back”, or cancel the request by
tabbing “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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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, tab on
“Transaction Records” at 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
For more information about the app, please visit
www.standardlife.hk/app