Regular Investor Plan for the Cash Advantage Fund (CAF) - the RaboPlus PIE Managed Fund.

The Regular Investor Plan allows you to create a regular ordering process for purchasing the Cash Advantage Fund (and other funds if you want to add them to your plan). This means you don't have the hassle of making manual purchases all the time.

1. Set up an account
   If you don't have an account already, you'll need to open a RaboPlus Savings Account. Open an account here.
   Existing Customers
   Log in to your account, click on the 'Managed Funds' menu option, select 'Regular Investor Plan'. Follow the simple instructions.
2. Choose an account name
   Name your Regular Investor Plan name e.g. Early Retirement, Dream holiday, New Sports Car.....you get the idea.
3. Choose the investment frequency
   Decide how often you'd like to invest e.g. weekly, fortnightly, monthly, quarterly, 6 monthly or annually.
4. Choose a start date     
   Set the date from which you'd like to start investing.
5. Choose the RaboPlus Savings Account to fund your Regular Investor Plan
   Remember, you'll need a sufficient amount of money in your RaboPlus Savings Account to feed you Regular Managed Funds Investor Plan.
6. Choose your regular investment amount 
   Decide how much you'd like to invest on a regular basis.
7. Choose the Cash Advantage Fund as the fund you would like to invest in
   Note: You can also select other Manged Funds to invest in if you would like to.  For example it might be 100% in a single fund, or 50% in two different funds. You can split your amount anyway you like.
   

The minimum amount for a plan is $250.

Yes, you may choose to include any number of funds from our existing range and add them to your plan. Remembering that if you have 2 funds your plan will be a minimum of $500 ($250 per fund), having 5 Funds would be a minimum of $1250 and so on.

Your plan consists of a regular order executed on a frequency of your choice. When you invest in any of our Managed Funds the entry fee is deducted from the amount invested.
Note: The Cash Advantage Fund has a 0% entry fee.

Yes, you are free to make changes or simply cancel your Regular Investor Plan at any time. Remember, you must make any changes or cancellation at least one business day before your Regular Investor Plan is next due.

We will try up to 3 times (over 3 days) to complete the transaction.  If it is still unsuccessful due to insufficient funds your Plan will not take place until the next frequency date.

If you are regularly transferring funds into your Master Account, we recommend you set your Regular Investor Plan 3 business days after the funds reach your Master Account to ensure that they are cleared.