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Standard Life Middle East mobile app for iOS - Fund Redirection

Date post:02-Dec-2014
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Description:
Learn how to perform fund redirection in your portfolio on Standard Life's iPhone, iPad, and iPhone Touch app for Asia & Emerging Markets
Transcript:
  • 1. How to perform fund redirection in your portfolio? A guide to Standard Life Middle East iOS app

2. Open Access Information is intended for a public audience Login to use the service Fund switching on mobile app is available for Standard Life customers only. If you dont have your customer login, you can register at: https://www.standardlife.ae/login/signup/signup1.aspx?lang=en Tap on Login to enter your username and password To access My Portfolio or Fund Switch, tap on the icons on the menu. 3. Open Access Information is intended for a public audience My Portfolio After logging in you will see a summary of all the policies you have with Standard Life. Tap 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 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 Back to go back to the portfolio summary. 5. Open Access Information is intended for a public audience View Chart Tap on View Chart to view the 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 Redirection If fund redirection is available for your policy, you will see the tab of Redirection available for selection. Tap the Redirection button to begin. Details about the policy for your reference Your current contribution and the allocation of contributions for each funds if you have more than one. 7. Open Access Information is intended for a public audience Add Investment Choices You can choose to add funds 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 Fund %. 8. Open Access Information is intended for a public audience 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 fund, you must redirect a minimum of 1% per fund. or use the slider to drag to the redirection percentage of your choice. You can add a maximum of 10 funds as future investment. 9. Open Access Information is intended for a public audience Confirm the fund redirection Tap next when you are done adding funds to for redirection Read through the important note on fund redirection and confirm the fund redirection instruction. If you want to make changes, tap back, or cancel the request by tapping Cancel 10. Open Access Information is intended for a public audience Fund redirection complete Once you have confirmed the fund redirection, you will see the summary of your fund redirection instruction, as well as an acknowledgment email to your inbox. 11. Open Access Information is intended for a public audience Transaction Records To review past instructions for fund switch or fund redirection, tap on Transaction Records on the top menu bar. Select from the last 30 transaction records of fund switching or fund redirection. A summary of the fund switch or fund redirection instruction will appear when you select the transaction. 12. Open Access Information is intended for a public audience Same great functionality also available on iPad 13. For more information about the app, please visit www.standardlife.ae/app

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