How do I set up a regular investment?

To set up a regular investment, you’ll need to log in to your Smart Investor ISA or Investment Account.

Alternatively, you can set up a regular investment over the telephone by calling us on 0800 279 3667* or 0141 352 3919*.

When you’re buying a fund, you’ll need to select ‘Regular investment’ and choose the date when you want make your first regular investment. You can then choose how frequently you want to invest, whether monthly, quarterly, half-yearly or yearly, followed by the amount you want to invest each time.

*Call charges may apply. Please check with your service provider. To maintain a quality service we may monitor or record phone calls.