You are able to set up a Regular Contribution Plan for your investment account.

You can choose to have this setting activated immediately, by requesting it during the application process or by requesting it to be added further down the track.

Our Regular Contribution Plan is a monthly, direct debit payment from your nominated bank account that requires a minimum of $100 per month, per model portfolio held.

Funds are drawn via direct debit on the 15th of each month or the closest following business day. If you have insufficient funds our administration team will contact you to facilitate the transfer at another date or you can just skip the payment for the month.

If you are yet to apply for an investment with us, but plan to and would like this setting to apply, please tick the appropriate box and select an appropriate amount during step four of the application process online. 

If you are already invested with us and would like to get a contribution plan started please take the following steps. 

  1. Click My Account and select My Investments

  2. Select Investment Preferences 

  3. Adjust your Regular Contribution Plan i.e. toggle on/off and specify amount

  4. Click Save Settings

  5. Select your Verification Method - Email or Mobile - to complete the change

Please note that there will be a delay between the funds being drawn and your contribution and transactions being reconciled in your Portfolio Manager. We recommend that you consider up to five business days - if you have any concerns please feel free to contact our friendly team on 1300 880 160. 

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