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Set up regular investment account

Set up a regular investment plan

Grow your portfolio with a recurring direct debit payment. Funds are drawn from your bank account on the first NSW business day after the 19th of each month and valued using the unit price for that NSW business day. 

Do you want a regular investment plan? 

How much do you want to deposit each month? (minimum $100)

Do you want to adjust your monthly deposit for inflation each year?

Your monthly deposit will increase by the Consumer Price Index percentage, or 3%, whichever is higher.

Are we debiting a bank account that is only in your name?

Your bank details

Bank details

Direct Debit Authorisation

  • I authorise and request Colonial First State Investments Limited (User ID 011802 & 619909), until further notice in writing, to arrange for funds to be debited from the bank account nominated above any amounts which CFSIL may debit or charge me through the Direct Debit System and in accordance with the Bulk Electronic Clearing System (BECS).
  • I confirm I have read the ‘Direct Debit Request Service Agreement’ provided in the PDS and agree with its terms and conditions.
  • I request this arrangement to remain in force in accordance with details set out above, and in compliance with the ‘Direct Debit Request Service Agreement’.

Payment instructions

Complete the Direct Debit Authority form with the account holder and return it to CFS. It will be available after you set up you set up your CFS account.

Need a little extra help? Feel free to email us or call 13 13 36 between Mon-Fri, 8:30am to 6:00pm, Sydney time.

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If you have any questions, please call us on 13 13 36.

Set up a regular investment plan

Your regular investment plan will be allocated the same way as your chosen investment percentages. You can always change this any time on our secure online portal.