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Investing on a monthly savings plan
Investing on a monthly savings plan

How to make monthly recurring investments and when they get processed.

Jade Ong avatar
Written by Jade Ong
Updated over a week ago

You only need $100 to start investing on a monthly savings plan. Simply select this option through the online application in your secure members’ area of the website. 

When does it get processed?

On the 15th of each month (or the next business day), your elected monthly investment amount (minimum $100 per Trend) will be taken from your nominated bank account to be invested in your chosen Trend or Trends.

You'll get a notification each month to confirm that its been processed and is ready to track on your Dashboard.

You'll also get end of financial year Transaction Statements showing the unit price and number of units you've purchased for each monthly investment to help with managing your investments. 

For an important notice about the service we provide, click here.

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