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

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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