Under periodic investing, you choose to automatically invest a fixed amount one or more times a year. This money is then automatically invested in an investment fund of your choice, for example once a month.
You determine and arrange the following yourself:
Log in to Internet Banking.
Choose the type of investing that suits you: Guided Investing, Self Directed Investing Basic or Self Directed Investing Plus and follow the instructions.
For Guided Investing, determine the Profile Fund. For Self Directed Investing Basic and Plus, use the fund selector to choose an investment fund in which you want to invest.
Determine the amount that you want to automatically invest periodically.
Choose whether you want to invest per month, per quarter, bi-annually or annually.
Indicate both the start and end dates.
Confirm and send the order through Internet Banking.
Suppose you have chosen to start investing with ABN AMRO Guided Investing for € 100 per month. You subsequently open an investment account within a few minutes..
You also specify the account from which this € 100 can be automatically debited. This is the so-called linked contra account from which the amounts for your orders and service costs are debited. You can use an existing current account as a contra account or an Investor Savings Account will be opened automatically for you.
Once this has been arranged, € 100 will automatically be invested in your chosen investment fund every month. This investment fund will be assigned to your investment account and will be visible in the overview, including the associated value.
The periodic amount is automatically debited from the linked contra account, this is the account from which your orders are paid. However, if there is insufficient money in this account, the periodic deposit will not be made on that occasion. If there is enough money the next time, the periodic deposit simply continues as before.
So always make sure that there is enough money in this contra account. You can easily arrange this by setting up a periodic transfer from a current account to the linked contra account. This can also be a current account held with another bank.