STANDARD CHARTERED

PRIVATE BANK APPUSER GUIDE

Content

Use the SC Private Bank app to access account information, statements & advices via desktop, tablet

or mobile devices

• Features & Benefits

• Registration

• Login or Reset Credentials

• View Your Portfolio

• Manage Your Portfolio

• Manage Your Profile

• Send Messages and Files to Your Private Banker

• Access and Compose Mail

• Send Fund Transfer Instructions

• Security Tips

Features & Benefits

Standard Chartered Private Bank App uses a simple and intuitive user interface which is designed with

your needs in mind.

The SC Private Bank App platform offers you

around the clock access to your portfolio

information via desktop, tablet or mobile.

You can also choose to view your portfolio

information in English, Simplified Chinese or

Traditional Chinese.

Manage your personal details and

preferences online. You can update your

contact information, change your passwords,

add or delete CIFs and manage receipt of

Statements and Advices.

Access the mailbox or messaging tool which

gives you a secure means of communicating

with your Private Banker.

View all your registered CIFs, including

Standard Chartered Retail Banking

accounts in select countries

View and download official bank

Statements (including Collateralized

Trading Account statements) in electronic

pdf format.

View and download certain transaction

advices*.

Use the payee registration feature and

send payment instructions securely to

your Private Banker.

RegistrationThe information you provide for registration will be verified against the data we hold in your bank

records. Speak to your Private Banker before you register.

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You can select either English or Simplified Chinese or Traditional Chinese.

To register for SC Private Bank App, contact your Private Banker before clicking Sign Up on the login screen.

Follow the steps as outlined below to reset your Username or Password.

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Registration

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The portfolio (CIF) number (6-digit CIF) that you choose to sign up with will be the primary CIF. All other

CIFs will be tagged to this number. Please make note of the primary CIF as you will need to refer to it if you

forget any of your user login credentials.

Investment Centre is the center where your primary portfolio (6-digit CIF) is booked.

Document ID refers to the identification document that you have previously provided to the bank for our

records.

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Registration

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We accept the following types of document ID. If you are unsure of the document ID in our records please contact your

Private Banker.

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•Passport•National ID Card•Resident ID Card•Work Permit•Driver’s License•US Green Card•US Social Security Card

•Voters ID•Grant of Probate•Armed Forces IS Card•EU National Health ID•Taiwan Mainland Travel Permit•Honk Kong / Macau valid Exit-Entry Permit•Permanent Account Number (PAN) Card

Please read the Terms and Conditions before you accept them.

• The information you provide for registration will be verified against the data we hold in your bank records.

Please ensure that we have your updated data on file.

If we are unable to match the information provided during registration to the data in our bank records,

you will be notified and requested to contact your Private Banker.

The last 4 digits of the registered mobile number will be displayed for confirmation.

This is the mobile number that you have instructed the bank to use for SC Private Bank App. If

you are using a different phone number, please contact your Private Banker

The One Time Password (OTP) will be sent to this mobile number once you click “Send OTP”.

Registration

8Create a unique Username and Password using 1-9 alphanumeric digits without special

characters.

• Please do not share your Username or Password with anyone.

• If you forget your Username or Password, you will be required to repeat the registration process and

create a new Username and Password.

• Where the system detects common words like "password" or repetition of Username and Password

you will receive the message: "Invalid Username / Password".

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Registration

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Registration is now complete.

Click on the Login button and enter the newly created Username and Password to access

SC Private Bank App.

• Upon login you should be able to see the portfolio data of the recently registered portfolio (CIF).

Transaction history will only be available on the next working day.

• You can now add other CIFs using the Add/Delete CIFs feature available under My CIF Management.

• Please note that your request to Add a CIF will be subject to verification.

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Registration

Log In or Reset Credentials

1 Login to SC Private Bank App with a valid Username / Password.

If you have forgotten your username, select "Forgot Username" to reset your login credentials

and follow the steps as indicated here.2

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If you have forgotten your password, select "Forgot Password" and follow the steps as indicated.3

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1 Tap on the icon in the SC Private Bank App login screen.

Activate Touch/Face ID login service by logging in with your username and password.

Enter the One Time Password sent to your mobile number.

Upon successfully activation, an email notification will be sent to your registered external email address

Touch ID /Face ID Registration

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Log In or Reset Credentials

1 Go to the side navigation bar and selected ‘De-activate Touch ID”

Click on “Continue” to confirm on the de-activation

Upon successfully de-activation, an email notification will be sent to your registered external email address

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Log In or Reset CredentialsTouch ID /Face ID Registration

Under Side Navigator menu, all the features available to you will be displayed:

Examples:

• Global Link: Access to your Standard Chartered Retail Banking Accounts

• Access to electronic copies of your official bank statements (including Collateralised

Trading Account statements)

• eAdvices: Access to electronic copies of certain transaction advices **

** Available in Hong Kong and Singapore Booking Centres. Contact your Private Banker

for further details.

• Indicative foreign exchange rates provided for your information only.

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View Your Portfolio

Overview: Consolidated totals of your various private bank CIFs holdings2

3 List of individual CIFs registered in SC Private Bank with the portfolio net worth reflected in portfolio currency

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Account balances reflected are as of the close of business on the previous day.

View Your Portfolio

Overview Consolidated Accounts

Displays total assets and liabilities held in portfolios you have registered on SC Private Bank App. Investment

categories are listed with corresponding balance in USD. All positive balances are displayed in green, and

negative balances in red.

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View Your Portfolio

Chart represents total holdings across your registered CIF by investment category.5

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View Your Portfolio

Overview Consolidated Accounts

Individual Portfolio Level Details

Portfolio balance denoted in Portfolio Currency and Reference Currency.2

3Scroll down and click on investment category to display sub-accounts or investment holdings.

Masked CIF number with prefix denoting Investment Centre (SN = Singapore, HK = Hong Kong,

UK = United Kingdom).

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View Your Portfolio

Investment Category Details: Cash Accounts

Click on each sub-account or investment holding for further details.2

Scroll down and click on investment category to display sub-accounts or investment holdings.1

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View Your Portfolio

Enter a One Time Password (OTP) to view account details.3

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View Your PortfolioInvestment Category Details: Cash Accounts

View Your Portfolio

Download transaction data in PDF or CSV format.4

5 Search transaction period by “Recent Days” or “Date Range” options. Default is “Show All Transactions”

6 Detailed list of transactions for specified period.

7 Indicative exchange rates can be found in the side navigator menu for your information only

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Investment Category Details: Cash Accounts

View Your PortfolioInvestment Category Details: Applicable for Short Term Investments, Bonds, Equities, Mutual Funds, Portfolio

Investments, Alternative Investments, Other Investments, Liabilities

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Indicative exchange rates can be found in the side navigator menu for your information

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Investment details displayed include:

• Description & Quantity or Balance.

• Market price & Average Purchase Price.

• Market Valuation & Reference Currency Valuation.

• Date at which details have been updated

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View Your PortfolioGlobal Link

Global Link is a view-only service. You must login to the online banking account of each country to

initiate transactions or to view transaction history details.2

Click Add Global Link Account from side navigator menu1

Global Link allows you to view your Standard Chartered Retail Banking accounts held in certain

countries through SC Private Bank App.

This service is not available to Hong Kong Account Holders!

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View Your PortfolioGlobal Link

Click Add to complete the process.4

Username and Password must be the same as the respective country's online banking credentials.3

• You can add your retail accounts held in 20 countries:

Singapore, India, UAE, Pakistan, Bahrain, China, Malaysia, Indonesia, Thailand, Bangladesh, Brunei,

Vietnam, Philippines, Sri Lanka, Nigeria, Kenya, Botswana, Ghana, Zambia.

• Up to 5 accounts can be added to SC Private Bank App.

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View Your PortfolioRetrieve eStatements

Select Portfolio and Type of Statement2

Select eStatements1

• You may select to view Consolidated Statement, Collateralised Trading Account Statement,

Discretionary Portfolio Statement or Interim Statement

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3 Click on “Continue”

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View Your PortfolioRetrieve eStatements

Select View or View More and select your preferred language where applicable4

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Manage Your PortfolioSubscription for electronic statements and advices

2 Slide the toggle button right ‘ ‘ to Opt in for eStatements or eAdvices

Click on Continue

An email confirmation of the changes will be sent to your external email address and your mailbox in

SC Private Bank App.

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1 This feature can be access via the side navigator menu under CIF Management – Paper Subscription

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Manage Your PortfolioSubscription for electronic statements and advices

6 An email confirmation of the changes will be sent to your external email address and your

mailbox in SC Private Bank App.

5 A list of changes made will be generated. Read and understand the important information. Please

verify and click confirm and OTP will be sent to your registered phone for confirmation

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Manage Your PortfolioStatements language selection

2 Select changes you wish to make and click on “Continue”

1 This feature can be access via the side navigator menu under CIF Management – Statement Language

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Manage Your PortfolioInterim Statement Generation

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This feature can be access via the side navigator menu - Interim Statement1

Select CIF and portfolio that you wish to request interim statements for and click on “Request”

Your request will be submitted and you will receive an email notification once it is ready

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Manage Your ProfileChange Password

2 Once you have completed, click Confirm

• Your new password should not be the same as previous passwords used in SC Private Bank App.

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This feature can be found in side navigator menu

Manage Your Profile

3An email notification that a change has been made to your password will be sent to your external email

address and your SC Private Bank App mailbox. Please note the transaction reference number for future

queries

2 The system will acknowledge the successful change of your password.

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Change Password

Manage Your ProfileChange personal details

2 Key in your newly updated details in the applicable sections. You do not need to make a

selection if there is no change to that section. Click on “Continue”

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1 This feature can be access via the side navigator menu

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Manage Your Profile

3 A list of changes made will be generated. Please verify and click confirm and OTP will be sent to your

registered phone for confirmation

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Change personal details

Manage Your Profile

5 Please note the transaction reference number for future queries.

An email notification of the changes made will be sent to your external email address and your

mailbox in SC Private Bank App. A similar notification will be sent to your Private Banker who will call

you to verify the changes made.

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Change personal details

Manage Your Profile

1 This feature can be access via the side navigator menu under CIF Management – Add/Delete CIF

Click on the ’ ’ icon2

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Note: An email notification of your request to add a portfolio will be sent to your external email

address and your mailbox in SC Private Bank App.

Add CIF

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Enter the CIF number to add & select the booking centre location for this CIF

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Manage Your ProfileDelete CIF

Select the CIF(s) accordingly and click Delete.2

1 This feature can be access via the side navigator menu under CIF Management – Add/Delete CIF

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Note: An email notification of your request to add a portfolio will be sent to your external email

address and your mailbox in SC Private Bank App.

Send Messages and Files to Your Private BankerInstant Messaging

Start sending messages, discuss trade ideas and share documents with your Private Banker 2

Click on the icon ’ ‘ at any point within the SC Private Bank app1

The Instant Messaging and file sharing feature allows you to reach out to your Private Banker directly

through SC Private Bank App in a secure and intuitive manner.

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Click here to access your mail box.1

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Click here to access compose an email2

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Access and Compose Secure Mail

Mail sent via SC Private Bank App is fully encrypted.

When you receive a new message in SC Private Bank App, an email notification will be

sent to your registered external email address.

When you submit a bank services request, an email notification will be sent to your SC

Private Bank App mailbox and your registered external email address.

Click here to select your RM3

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Click “Send” after Subject and Message are provided4

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Access and Compose Secure Mail

Send Fund Transfer Instructions

Send us instructions to move your money

1 This feature can be access via the side navigator menu under Payment – Send Payment or Payment

– Add Payee if you wish to add a payee first

Allows you to add a new payee’s banking details.2

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3 Complete payee banking information.

Allows you to save payee bank details for future payments.4

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Send Fund Transfer Instructions

Complete payment information and click “Continue”5

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Send Fund Transfer Instructions

Send Fund Transfer Instructions

Confirm payment and payee information and click on “Confirm”6

Enter a One Time Password (OTP) to send payment instructions7

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Send Fund Transfer Instructions

Please note the transaction reference number for future queries.

The completed payment instruction will be sent to your Private Banker who will call you to

verify the transfer instructions.

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Security Tips (1/2)

Advice to keep your online experience secure.

1 Create a unique Username and Password.

2Do not use the same password for different web site applications or services, particularly

when they relate to different entities.

3Your Private Banker will be able to view your portfolio information using his or her

own unique Username and Password.

4 No Standard Chartered Bank employee should ever ask you for your Password.

5 Keep your Username and Password confidential and do not share them with anyone.

Login Credentials

Security Tips (2/2)

1Install anti-virus, anti-spyware and firewall software on your personal computer, particularly when you are

linked via broadband connections, digital subscriber lines or cable modems.

2 Update the anti-virus and firewall products with security patches or newer versions on a regular basis.

3Remove file and printer sharing on your computer, especially when you have internet access via cable

modems, broadband connections or similar set-ups.

4 Regularly backup critical data.

5 Consider the use of encryption technology to protect highly sensitive data.

Personal Data Security

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Do not install software or run programs of unknown origin.

Never disclose your personal information (e.g. information on identity card or passport, addresses, or bank

accounts) to any persons failing to prove their identities or any doubtful Web sites. You should never disclose

your passwords to anyone.

Do not access e-banking services through public or shared computers (e.g. at cyber cafés or public libraries).

Log off the online session and turn off the computer when not in use.

STANDARD CHARTERED

PRIVATE BANK APPUSER GUIDE