You can establish a Regular Investment Plan for periodic investment of available funds from your client’s Cash Account into a selection of available managed funds and Model Portfolios.
Regular Investment Plans will be instructed on the 25th calendar day of the month (or where the 25th is not a Business Day, on the next Business Day)
The nomination of a Regular Investment Plan must be received by the 10th calendar day of the month to start on or around the 25th day of that month
You can establish and view your client’s Regular Investment Plan via the ‘Regular Transactions’ option under the Accounts menu of your login
Only 1 Regular Investment Plan is available per client, and any amendments received after the 10th day of the month will not apply until the following month. If you have any questions, please contact email@example.com for assistance