How to perform fund switching in your portfolio?

A guide to Standard Life Middle East iOS app

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Login to use the service…

Fund switching on mobile app is available for Standard Life customers only.

If you don’t 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.

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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.

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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 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.

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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

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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.

Details about the policy for

your reference

You can choose to partially or

completely 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 your choice.

You can partially switch out from

each investment by percentages or by

units using the number keys.

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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 %”.

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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.

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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”

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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.

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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, tap on

“Transaction Records” on the top menu bar.

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.ae/app