standard life my smart planner for android - fund redirection
Post on 02-Dec-2014
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How to perform fund redirection in 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 redirection 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
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 all the policies you have with Standard Life. Tap on the policy for more details.
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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 choose others.
Summary of the value of your policy.
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.
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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 percentages breakdown of your investment plan.
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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.
Your current contribution, and the allocation of contributions for each funds if you have more than one.
Details of the policy for your reference
Tap “”Logout” to log out of your customer account
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Add Investment Choices
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 to add to
your future contributions,
tap on “Add Investment
Choice”.
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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 10% 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
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, Tap on
“Transaction Records” at the top menu.
Select from the last 30 transaction records of fund switching or fund
redirection.
For more information about the app, please visit
www.standardlife.hk/app
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