+ All Categories
Transcript
Page 1: Standard Life Middle East mobile app for iOS - Fund Redirection

How to perform fund redirection in your portfolio?

A guide to Standard Life Middle East iOS app

Page 2: Standard Life Middle East mobile app for iOS - Fund Redirection

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 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.

Page 3: Standard Life Middle East mobile app for iOS - Fund Redirection

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.

Page 4: Standard Life Middle East mobile app for iOS - Fund Redirection

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.

Page 5: Standard Life Middle East mobile app for iOS - Fund Redirection

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

Page 6: Standard Life Middle East mobile app for iOS - Fund Redirection

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.

Page 7: Standard Life Middle East mobile app for iOS - Fund Redirection

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 %”.

Page 8: Standard Life Middle East mobile app for iOS - Fund Redirection

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.

Page 9: Standard Life Middle East mobile app for iOS - Fund Redirection

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”

Page 10: Standard Life Middle East mobile app for iOS - Fund Redirection

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.

Page 11: Standard Life Middle East mobile app for iOS - Fund Redirection

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.

Page 12: Standard Life Middle East mobile app for iOS - Fund Redirection

Open Access – Information is intended for a public audience

Same great functionality also available on iPad

Page 13: Standard Life Middle East mobile app for iOS - Fund Redirection

For more information about the app, please visit

www.standardlife.ae/app


Top Related