Can I invest on a monthly basis?

You can set up a direct debit to invest into a fund on a monthly basis in a Vantage ISA, Fund Account or SIPP. It is possible to set up the instruction online or by sending us an application form. The minimum monthly amount we ask for if setting up the regular savings instruction online is £50. If applying for a regular savings plan into either the Vantage ISA or Fund Account via the post, the monthly minimum is £100, This is subject to a minimum of £50 per fund. The minimum monthly amount we ask for in the SIPP is £50.

Payment will leave your bank account on the 7th of each month (or the next working day if the 7th is not a working day) and investments are made on the 10th (or the next working day if the 10th is not a working day).