Free regular investing
Regular investing is easy to set up and manage online. You are able to set up to 25 regular monthly investments for each account. These can be in funds (unit trusts and OEICs), popular shares (including the FTSE 350), ETFs and investment trusts.
abrdn Investment Trusts Savings Plans | interactive investor |
Quarterly (valuation) statement, including a listing of all your account holdings. | Quarterly (valuation) statement, including a listing of all your account holdings. |
Annual costs and charges statement (known as your annual cost disclosure). (Accompanies your January Valuation). | Cost Disclosures (known as your annual cost disclosure). |
A consolidated tax certificate after the tax year end, to help you complete your tax return (Accompanies your April Valuation for non-ISA accounts). | A consolidated tax certificate after the tax year end, to help you complete your tax return. Contract notes, whenever you buy and sell investments. |
Contract notes, whenever you buy and sell investments. All documents are issued by post. | You can choose to receive statements and contract notes by post if you wish. There is a charge of £1.50 + VAT for each contract note sent by post. |
Existing instructions
If you have existing regular investment instructions in place, linked to a monthly direct debit instruction, we will move these across for you. But we will only do this for investments that are eligible for regular investing on the interactive investor platform.
We will continue collecting your direct debit on the same date as with abrdn but the trading date for your regular investments will move to the 1st Wednesday of each month.
How to find
Once you have your account ready, log in and select 'regular investments' from the 'portfolio' menu.