How to perform fund switching on your portfolio?

A guide to Standard Life My Smart Planner Android app

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Login to use the service…

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

If you don’t have your customer login, you can register at:https://www.standardlife.hk/login/signup/signup_ori1.aspx?lang=en

To access “My Portfolio” or “Fund Switch”, tap on the icons on the menu.

Tap on “Login” to enter your

username and password

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My Portfolio

After log in you will see a summary of 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 you are looking at. If you have more than one policy you can tap to select 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 as a Portfolio or Contribution Allocation details.

Tap the menu to access other functions within the

app.

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View Chart

Tap on “View Chart” to display a breakdown of your investment plan in pie chart format…

… as well as the percentage 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 of your 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 you wish to switch out.

You can partially switch out from

each investment by percentages or by

unit using the number keys.

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Switching in

You can choose to add funds you have 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

Investment Choice”.

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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.

You can add a maximum of 20 funds to switch into.

… or use the slider to drag to the switch in percentage you want.

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Confirm the fund switch

Tap “next” when you are done adding funds to switch in

Read through the important notice 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 confirm the fund switch, you will see the summary of your fund switch instruction, as well as an acknowledgment email in your inbox (This will be sent to your registered email address).

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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 a fund

switch or fund redirection, tap on

“Transaction Records” at the top menu.

Select from the last 30 transaction records of fund switching or fund

redirection.

For more information about the app, please visit

www.standardlife.hk/app