Australian Ethical Investment

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 application form at the end of the managed funds product guide (PDS). The regular investor plan is available for the Balanced, Smaller Companies, Larger Companies and Income trusts.

Minimum starting and additional investment amount

You must invest at least $1000 initially in your preferred investment choice in order to start a regular investor plan.

Each month you can invest in as little as $100 in each investment choice you select, provided you have at least $1000 invested in each investment choice.

Contribution fees

Contribution fees are payable on each investment.

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:

• your regular contribution amount (but not below $100 per month)
• details of your nominated bank account from which contributions are deducted
• cancelling your regular contributions.

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.