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How do I set up and amend regular contributions?

This step-by-step summary explains how to add regular contributions to a client’s investment that is already set up.

Date: 26 October 2022

What you’ll need to get started

  • The client’s investment details (the investment must already be set up).
  • The regular contribution amount and the date the regular contributions are due to start.
  • The client’s bank account details, unless they’re already set up online.
  • The adviser initial fee amount.
  • Names of the funds that the contributions will be invested in.

Watch time: 5 minutes

How do I

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