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Learn how to perform fund redirection in your portfolio on Standard Life's iPhone, iPad, and iPhone Touch app for Asia & Emerging Markets
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How to perform fund redirection in your portfolio?
A guide to Standard Life Middle East iOS app
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.
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.
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.
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
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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.
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 %”.
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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.
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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”
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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.
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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.
Open Access – Information is intended for a public audience
Same great functionality also available on iPad
For more information about the app, please visit
www.standardlife.ae/app