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