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Standard Life Middle East mobile app for iOS - Fund Switching

Date post:02-Dec-2014
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Description:
Learn how to perform fund switching on your portfolio on Standard Life's iPhone, iPad, and iPhone Touch app for Asia & Emerging Markets
Transcript:
  • 1. How to perform fund switching 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 bar. 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 your policy value. 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 Switching If you choose to switch out from all of your current investments, it will automatically fill in 100% for you. Details about the policy for your reference You can choose to partially or completely 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 your choice. You can partially switch out from each investment by percentages or by units using the number keys. 8. Open Access Information is intended for a public audience Switching in 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 for switch in, tap on Add Fund %. 9. Open Access Information is intended for a public audience Switching in 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 switch in percentage 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 of your choice. 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 Tap next when you are done adding funds to switch in Read through the important note on fund switching and confirm the fund switch instruction. If you want to make changes, tap back, or cancel the request by tapping Cancel 11. Open Access Information is intended for a public audience Fund switching complete Once you have confirmed 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, tap on Transaction Records on the top menu bar. 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.ae/app

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