Home >Mobile >Standard Life Hong Kong mobile app for iOS - Fund Switching

Standard Life Hong Kong mobile app for iOS - Fund Switching

Date post:02-Dec-2014
Category:
View:415 times
Download:0 times
Share this document with a friend
Description:
Learn how to perform fund switching on your investment portfolio on Standard Life's iPhone, iPad, and iPhone Touch mobile app for Asia & Emerging Markets
Transcript:
  • 1. How to perform fund switching in your portfolio? A guide to Standard Life Hong Kong iOS app

2. Open Access Information is intended for a public audience Login to use the service Fund switching on mobile app is available to Standard Life customers only. If you dont 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. 3. 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. Tab on the policy for more details. 4. Open Access Information is intended for a public audience 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. 5. Open Access Information is intended for a public audience 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. 6. Open Access Information is intended for a public audience 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 7. Open Access Information is intended for a public audience 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. 8. Open Access Information is intended for a public audience 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. 9. Open Access Information is intended for a public audience 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. 10. Open Access Information is intended for a public audience 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 11. Open Access Information is intended for a public audience 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. 12. 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, tab on Transaction Records at the top menu. Select from the last 30 transaction records of fund switching or fund redirection. 13. Open Access Information is intended for a public audience Same great functionality also available on iPad 14. For more information about the app, please visit www.standardlife.hk/app

Popular Tags:

Click here to load reader

Embed Size (px)
Recommended