Performing fund switch and fund redirectionA 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.sg/

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 plans you have with Standard Life. Tap on the Plan No. for more details.

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Details of your plan

This shows you the plan information you are looking at. If you have more than one plan you can tap to select others

Summary of your plan value

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

Tap for more details

This shows the account(s) of your selected plan

Your plan details appears as a Portfolio or based on

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 plan 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 sliderto drag to the

percentage you wish to switch out

You can partially switch out from

each investment by percentage 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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Fund redirection

If fund redirection is available for your policy, you will see the “Redirection” available for you. Tap the “Redirection” button to begin.

This will show you your current contribution. Should you have more than 1 fund, it would show the contribution allocation to each fund.

Details of the policy for your reference

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

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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 you want.

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 for redirection

Read through the important notice 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 confirm 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).

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Transaction records

To review past instructions for a fund

switch or fund redirection, tap on

“Transaction Records” on the top menu.

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.

Standard Life International Limited (Singapore Branch) is the Singapore branch of Standard Life International Limited and is registered in Singapore (T12FC0118K) at 30 Cecil Street, #26-00 The Prudential Tower, Singapore 049712. Authorised and regulated by the Monetary Authority of Singapore as a direct life insurer.

Standard Life International Limited is a company registered in Ireland (number 408507) at 90 St Stephen's Green, Dublin 2. Standard Life International Limited is authorised and regulated by the Central Bank of Ireland.

www.standardlife.sg

0814SG1144 V1 © 2014 Standard Life, images reproduced under license

For more information about the app, please visit

www.standardlife.sg/app