What is Regular Investment?

Regular Investment allows you to invest in one or more stocks each month using an Equiniti Investment Account or Equiniti ISA. This allows you to build up your investments and can help to smooth out fluctuations in share prices over time.  

For example, let’s say you have £1,200 to invest. We’ll compare buying £1,200 worth of ABC company shares in January or investing £100 per month over the whole year:

As you can see in this example, although there are share price fluctuations, investing regularly has helped to smooth them out because you buy more shares when the price is low and fewer when the price is high. Please note that this is only an example and the share price may not always work to your advantage.

When are Regular Investment purchases made?

Regular Investments are made on the 4th day of every month (or the next working day if this falls on a weekend or public holiday).

Which stocks can I buy using Regular Investment?

You can invest in a range of our most commonly traded stocks, in both our Investment Account and ISA.  View our full list of what you can trade.

Please note that this list is subject to change from time to time.

How much does Regular Investment cost?

A Regular Investment has a commission charge of 0.5% with a minimum charge of £1.75 per stock, per deal.

How do I set up Regular Investment?

Once you have opened an Investment Account or ISA you can set up Regular Investments (or amend them) online at any time or over the phone by calling 0845 300 0430 during our normal opening hours.

You can also set up a Direct Debit from your bank account to fund your Investment Account or ISA. This way you can ensure that the required funds are in your account for your Regular Investment.