How to manage your investment portfolio and maintain your watch list of fund options?A guide to Standard Life My Smart Planner Android app

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Choose your Standard Life office

When you first launch the app after installation, select your Standard Life office from the list by tapping here.

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Choose your Standard Life office

Then tap “Next” to confirm

Tap on the radio button and “Confirm” button on the list, your selection will be shown here…

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Choose your Standard Life office

You can confirm your Standard Life office selection within the Navigation Drawer

If you need to re-select the office, please go to the “About” section and tap on “Selected office” to make the change. Your latest change will be stored in the app so you don’t have to change it every time.

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Investment Search

You can search for investment choices by keyword…

…or search by different combinations of investment categories.

Tap here to “Clear all” if you want to start over.

Tap “Search” for a list of all available funds that match your criteria.

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Category Search

Tapping on different categories will bring up full list of all available investment manager, asset class, or investment universe.

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Example

For example, you can search for all funds available from a investment manager

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Fund overview and Rate of return

Overview of FundsCumulative Performance (Year to date, 1 year, 3 years, and 5 years)

Calendar Year Performancefor the last five years

You can display different information of the funds based on:

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Fund details

Name of the fund and the fund manager of the fund.

Performance chart of the fund. Tap on the chart to enlarge the chart.

Explanation of the fund’s investment objective

The Bid Price and Offer Price of the fund

Rate of return by calendar year and cumulative performance

Tap the menu to access other functions on the app.

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Adding funds to the Watch List

Tap the “Add to watch list” button to add funds to the Watch List. You can add a maximum of 30 funds to the Watch List.

To access the Watch List, tap

on the watch list button on the

menu.

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Edit the Watch List

You can remove a specific fund from the Watch List by tapping on the delete button.

Tap and drag this button to organize your watch list to the display order

you wanted

Tap here to edit your watch list.

Tap here when you are done.

For more information about the app, please visit

www.standardlife.hk/app