standard life my smart planner for android (middle east) - fund redirection

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How to perform fund redirection in your portfolio? A guide to Standard Life My Smart Planner Android app

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Learn how to perform fund redirection in your portfolio on Standard Life's Android app for Asia & Emerging Markets

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Page 1: Standard Life My Smart Planner for Android (Middle East) - Fund Redirection

How to perform fund redirection in your portfolio?

A guide to Standard Life My Smart Planner Android app

Page 2: Standard Life My Smart Planner for Android (Middle East) - 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

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

Tap on “Login” to enter your

username and password

Page 3: Standard Life My Smart Planner for Android (Middle East) - Fund Redirection

Open Access – Information is intended for a public audience

My Portfolio

After logging in you will see a summary of the policies you have with Standard Life. Tap on the policy for more details.

Page 4: Standard Life My Smart Planner for Android (Middle East) - Fund Redirection

Open Access – Information is intended for a public audience

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 by a number of attributes, such as Portfolio or

Contribution Allocation details.

Tap the menu to access other functions within the

app.

Page 5: Standard Life My Smart Planner for Android (Middle East) - Fund Redirection

Open Access – Information is intended for a public audience

View Chart

Tap on “View Chart” view the breakdown of your investment plan in pie chart format…

… as well as the percentage breakdown of your investment plan.

Page 6: Standard Life My Smart Planner for Android (Middle East) - 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.

Your current contribution, and the allocation of contributions for each fund if you have more than one.

Details of the policy for your reference

Tap “”Logout” to log out of your customer account

Page 7: Standard Life My Smart Planner for Android (Middle East) - 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 Investment

Choice”.

Page 8: Standard Life My Smart Planner for Android (Middle East) - Fund Redirection

Open Access – Information is intended for a public audience

Change Future Investment Instruction

Tap “Edit” if you would like to remove a funds 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 My Smart Planner for Android (Middle East) - Fund Redirection

Open Access – Information is intended for a public audience

Confirm the fund redirection

Tap “next” when you are done adding funds 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 My Smart Planner for Android (Middle East) - 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 in your inbox (This will be sent to your registered email address).

Page 11: Standard Life My Smart Planner for Android (Middle East) - Fund Redirection

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.

Page 12: Standard Life My Smart Planner for Android (Middle East) - Fund Redirection

For more information about the app, please visit

www.standardlife.ae/app