How do I set up Regular Investing?
If you are an existing client
To set up a regular investing instruction online, you first need to log in to your account and click on an HL Account. Click on the 'Monthly savings' tab followed by the link 'Start a regular savings plan in this account now'. Once you have followed this link you will see an 'Add Fund' button which if you select it will provide you with an option to select a fund manager from the drop-down menu. You are also able to setup a regular investing instruction into FTSE 350 stocks and investment trusts.
There is no charge for investing into funds. The charge for regular investing into shares and investment trusts is just £1.50 per deal.
Once you have selected a fund manager you are then able to select the fund you wish to invest into and the monetary amount. To add another fund you simply need to click on the 'Add Fund' button again and follow the same aforementioned process. Please ensure you have read the fund's Key Investor Information Document (KIID) or Key Features first which is available from the individual fund factsheets on the website.
Once you have made your selections you should then click on the green 'Next' button at the bottom of the screen, whereby you will be directed to a page where you are able to enter your bank details. Once you have entered your bank details you should again click on the green 'Next' button. This will bring up a confirmation of your monthly savings plan.
Before topping up your account please ensure you have read the Key Features.
If you are not yet a client
If you are not yet a client you can open an account and set up a regular investing instruction as part of the application process online.
Simply select the 'Set up regular monthly savings' option from the application screen for your chosen account:
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Alternatively, you can open an account and set up regular savings over the telephone with a debit card, or use an application form and cheque, ensuring that you complete the direct debit mandate at the bottom of the form.
Before opening an account, please understand the risks and Terms & Conditions (including tariff of charges) of your investment and ensure you have read the Key Features.