Scheduled Investing

As a complement to your individual savings transfers, scheduled savings transfers are an ideal solution to set aside capital gradually and automatically. In this way, you can save regularly according to your financial means, at your own tempo, by determining the amount of your transfers and their scheduling.

Thanks to this perfectly flexible formula, you can either stop at any time or change the amount being invested, or its scheduling, or the allocation of your transfers, at no cost.

Using continuous investment to help mitigate market volatility

Investing regularly in financial markets is one of the keys to optimising the yield/risk pair. Scheduled fund transfers allow you to make the most of your savings while attenuating stock market fluctuations over time. By positioning yourself in the markets methodically and regularly in this way, you can acquire a greater number of shares of the security you are buying during a downturn, thereby reducing the cost price.
All too frequently, we observe that Personal Customers invest in just the opposite manner, when markets have already rebounded substantially. The scheduled investment therefore allows better "smoothing" of cost prices.

A strategy that can be applied to many investments.

This very flexible investment technique can meet many investment goals. With this mind and in order to benefit from a smoothing mechanism for your financial investments, you can make scheduled transfers into your securities account, your Investment ISA, or Life Insurance contract thanks to the various options available with these instruments (Scheduled Investment Plan into an Investment ISA, scheduled transfer services into the securities account and life-insurance, with a wide range of eligible funds).
And you can also select this formula for your savings passbook account.