1a. Should you have existing holdings – To set up a ‘Regular Savings Plan’ (RSP), select your preferred ‘Investment Account’ to purchase this fund, then click ‘Search’.

 

 

1b. New Fund – To set up a ‘Regular Savings Plan’ (RSP), select your preferred ‘Investment Account’ to purchase this fund, then click ‘Search’.

 

 

 

2. Your fund holdings in the selected account will be displayed. To set up an RSP, click on the ‘RSP’ button.

 

 

A summary of your fund information will be shown.

 

3. Select the debiting account from which you wish to pay and enter the desired ‘Monthly Investment Amount’.

 

Before proceeding further, you are advised to read the prospectus and related documents for this fund at the bottom.

 

 

4. Before you proceed, please ensure you have read through the ‘Terms and Conditions’ and click on ‘I Agree’. If you do not wish to proceed click ‘Cancel’.

 

 

5. Review the fund information. If correct, click ‘Submit’.

 

 

Your RSP set up and investment transaction is submitted and a transaction number assigned. You will receive further updates via email and/or SMS.

 

 

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