Learn how to perform fund switching on your investment portfolio on Standard Life's iPhone, iPad, and iPhone Touch mobile app for Asia & Emerging Markets

1. How to perform fund switching in
your portfolio?
A guide to Standard Life Hong Kong iOS app

2. Open Access – Information is intended for a public audience
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.hk/login/signup/signup_ori1.aspx?lang=en
standardlife.hk standardlife.hk
Tab on “Login” to enter your username and
password
To access “My Portfolio” or “Fund Switch”,
tab on the icons on the menu.

3. Open Access – Information is intended for a public audience
My Portfolio
After log in you will see a
summary of all the policies
you have with Standard Life.
Tab on the policy for more
details.

4. Open Access – Information is intended for a public audience
Details of your policy
This shows you the policy
information are you are looking at.
If you have more than one policy
you can tab to choose others.
Summary of the value of your
policy.
Tab “”Logout” to log out of
your customer account
Tab 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.
Tab “Back” to go back to the
portfolio summary.

5. Open Access – Information is intended for a public audience
View Chart
Tab on “View Chart” will
display break down of your
investment plan in pie chart
format…
… as well as the percentages
breakdown of your
investment plan.

6. Open Access – Information is intended for a public audience
Fund Switching
If you choose to
switch out from all
of your current
investments, it will
automatically fill in
100% for you.
Detail about
the policy for
your reference
You can choose
to partially or
complete switch
out from your
investment

7. 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
switch out.
You can partially
switch out from
each investments
by percentages or
by unit using the
number keys.

8. Open Access – Information is intended for a public audience
Switching in
If you 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, tab on “Add
Investment
Choice”.

9. Open Access – Information is intended for a public audience
Switching in
Tab “Edit” if you would like to remove a
funds that you have added. If you want
to start over and remove all funds, tab
“Reset”.
You can choose the switch in
percentage by 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 you want.
You can add a maximum of
20 funds to switch into.

10. Open Access – Information is intended for a public audience
Confirm the fund switch
Tab “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, tab “back”, or
cancel the request by tabbing
“Cancel”

11. Open Access – Information is intended for a public audience
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 to
your inbox.

12. 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, tab on
“Transaction Records”
at the top menu.
Select from the last 30
transaction records of
fund switching or fund
redirection.

13. Open Access – Information is intended for a public audience
Same great functionality also available on iPad

14. For more information about the app, please visit
www.standardlife.hk/app