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Learn how to perform fund switching on your portfolio on Standard Life's Android app for Asia & Emerging Markets
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How to perform fund switching on your portfolio?
A guide to Standard Life My Smart Planner Android app
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
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.
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.
Tap the menu to access other functions within the
app.
Open Access – Information is intended for a public audience
View Chart
Tap on “View Chart” to view the 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
Open Access – Information is intended for a public audience
Switching out - Partial
To switch out by percentage, you
can use the slider to drag to the
percentage of your choice.
You can partially switch out from
each investment by percentages or by
units using the number keys.
Open Access – Information is intended for a public audience
Switching in
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 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 add a maximum of 20 funds to switch into.
You can choose the switch in percentage with the number keyboard. You
must switch in a minimum of 1% for each fund.
… or use the slider to drag to the switch in percentage of your choice.
Open Access – Information is intended for a public audience
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 have confirmed 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).
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 a 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.
For more information about the app, please visit
www.standardlife.ae/app