powerpoint presentation...my aia investment portfolio my portfolio summary 7.011,812.42 total value...
TRANSCRIPT
![Page 1: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/1.jpg)
11
You acknowledged that AIA International Limited (“AIA”) is the owner of the user guide. By using, copying or downloading this user guide, you are deemed to have acknowledged and accepted the terms and conditions*:
*Terms and condition: The user guide was designed and developed by AIA. You shall not amend, modify or vary any part or parts of this user guide without obtaining the prior
written consent from authorized staff of AIA. Under no circumstances shall AIA be liable to any user in relation to the user guide. You agree to indemnify and hold AIA and its
parent company, subsidiaries, affiliates, officers, agents, employees, partners and licensors harmless from any claim or demand made by any third party due to or arising out of
this user guide or any breach of these terms and conditions.
![Page 3: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/3.jpg)
3
#
* * Risk Profile
![Page 4: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/4.jpg)
4
AIA Connect “Account > Investment Portfolio > Overview”
B123456789
(B123456789)
![Page 5: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/5.jpg)
5
AIA Connect “Account > Investment Portfolio > Policy”
1
2
3
4
5
B123456789
![Page 6: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/6.jpg)
6
Function Description
Switching Investment
Option(s)
It involves withdrawing all or part of the units in one particular
investment option and switching into another investment option
available in your ILAS policy.
Portfolio Switching All investment option(s) in your current investment portfolio will
be redeemed (if applicable) and reallocated according to your
newly selected portfolio allocation. For example, the
units redeemed from investment options A and B, will be
reallocated to investment options C and D according to your
instruction.
Future Allocation This means changing the targeted portfolio allocation of future
regular premium and/or regular top up investment only, leaving
the existing holdings of your investment portfolio unchanged.
Fund Price Alerts It allows customer to track the price movement of interested
investment option and to adjust the investment portfolio
according to own preference. Each policy may set up to 20 price
alerts.
2
3
4
52
3
4
5
![Page 7: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/7.jpg)
77
1
![Page 8: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/8.jpg)
8
AIA Connect “Account > Investment Portfolio > View Investment Options Details ”
1
1
B123456789Chan Tai Man
![Page 9: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/9.jpg)
99
2
![Page 10: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/10.jpg)
10
AIA Connect “Account > Investment Portfolio > Switching Investment Option(s)”2
B123456789
![Page 11: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/11.jpg)
11
for m
AIA Connect “Account > Investment Portfolio > Switching Investment Option(s)”2
*If there is a mismatch of the risk level of selected investment option(s) under the switching or change of investment allocation instruction with customer current risk profile, relevant
investment option names are shown in the message box prompted for such risk mismatch. After understanding any associated risks with such selection, if the customer still desires to
proceed with such switching or allocation request, customer is required to make the declaration prescribed in the request form to confirm that it is his/her informed decision.
(shown when the link for “unavailable
investment option(s)” is pressed) (shown in case of risk level mismatch*)
B123456789
Applicable to switching existing investment options/portfolio or future allocation
![Page 12: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/12.jpg)
12
AIA Connect “Account > Investment Portfolio > Switching Investment Option(s)”2
![Page 13: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/13.jpg)
13
AIA Connect “Account > Investment Portfolio > Fund Selector
![Page 14: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/14.jpg)
1414
3
![Page 15: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/15.jpg)
15
AIA Connect “Account > Investment Portfolio > Portfolio Switching – Reference Portfolio3
![Page 16: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/16.jpg)
16
Reference Portfolio
AIA Connect “Account > Investment Portfolio > Portfolio Switching – Reference Portfolio3
![Page 17: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/17.jpg)
17
AIA Connect “Account > Investment Portfolio > Portfolio Switching3
B123456789
![Page 18: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/18.jpg)
18
AIA Connect “Account > Investment Portfolio > ”3
![Page 19: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/19.jpg)
1919
4
![Page 20: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/20.jpg)
20
AIA Connect “Account > Investment Portfolio > Future Allocation – Reference Portfolio4
![Page 21: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/21.jpg)
21
Reference Portfolio
AIA Connect “Account > Investment Portfolio > Future Allocation – Reference Portfolio4
![Page 22: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/22.jpg)
22
AIA Connect “Account > Investment Portfolio > Future Allocation4
![Page 23: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/23.jpg)
23
AIA Connect “Account > Investment Portfolio > Future Allocation4
![Page 24: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/24.jpg)
2424
5
![Page 25: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/25.jpg)
25
AIA Connect “Account > Investment Portfolio > Fund Price Alerts5
![Page 26: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/26.jpg)
2626
6
![Page 27: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/27.jpg)
27
AIA Connect “Account > Investment Portfolio ”
Policy No.:XXXXXXXXXXYour Change of Allocation request is
under processing
* These notification is sent only if the transaction is not
processed instantly.
![Page 28: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/28.jpg)
2828
![Page 29: PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value 100.00% Treasure Master Plus (B026017310) 03 Aug 2020 FILTER 12:24 o o O INVESTMENT](https://reader035.vdocument.in/reader035/viewer/2022081522/5fb438e2297a1575f65dee40/html5/thumbnails/29.jpg)
29
AIA Connect “Account > Risk Profile Questionnaire”