Investing by Regular Investor Plan

Starting a regular investor plan enables you to make regular monthly investments by direct debit.

Start a regular investor plan

To start a plan, complete the regular investor plan section on the Change of details form.

Minimum starting and additional investment amount

You must invest at least $500 initially in your investment choice in order to start a regular investor plan.

Each month you can invest as little as $100 in each investment choice you select, provided you have at least $500 invested in each investment choice.

Wholesale investors can start a regular investor plan, however $25,000 must be invested in each investment choice.

Timing of direct debit payments

Direct debit payments will normally be transferred from the nominated bank account between the 15th and 18th of each month, or on the first working day after that date.

Changes to your regular investor plan

Please advise us in writing of any changes you wish to make to your regular investor plan on or before the 5th of each month. These changes may include:

Acceptance of applications

We reserve the right not to accept regular investor plan applications, or to terminate your participation in the plan by giving 14 days written notice.

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