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PLATINUM INVESTMENT MANAGEMENT LIMITED ABN 25 063 565 006 ADSL 221935PLATINUM TRUST FUNDS Regular Investment Plan Form Use this Form to set up, amend or to cancel an existing Regular Investment Plan
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How to fill out online regular investment plan

01
Log in to your investment account with the respective platform or company offering the regular investment plan.
02
Locate the section for setting up a new investment plan or recurring investment.
03
Choose the investment fund or product you wish to invest in regularly.
04
Input the amount you want to invest at regular intervals (e.g. monthly or quarterly).
05
Select the frequency of your investments (e.g. weekly, monthly, etc.)
06
Set the duration or end date for your regular investment plan.
07
Confirm and review your investment details before finalizing the setup.

Who needs online regular investment plan?

01
Individuals who want to build a disciplined approach to investing.
02
People who prefer automated investing without the need to manually execute trades regularly.
03
Investors looking to dollar-cost average their investments over time.
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Online regular investment plan is a web-based platform that allows individuals to invest a fixed amount of money at regular intervals in a specified investment product.
Individuals who wish to make regular investments in a particular product can choose to use an online regular investment plan.
To fill out an online regular investment plan, individuals need to create an account on the platform, select the investment product, specify the investment amount and frequency, and provide payment information.
The purpose of an online regular investment plan is to help individuals build wealth over time by making regular investments in a chosen product.
Information such as the chosen investment product, investment amount, frequency of investment, and payment details must be reported on the online regular investment plan.
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