Periodical investment

Periodical investment is intended for those wishing to save for the future of their own and their families simply, easily and smoothly. Nordea Bank offers you opportunity to save, selecting different frequency, deducting funds from your account, in case you choose direct debit. What is most important is that you, having started saving in small amounts, will continue accumulating funds, thereby gaining skills to manage your financial assets and increase their value.

Time-conscious investors, enjoying opportunity to be free from concerns on transfer made in timely manner, should choose periodical investment as it offers the following advantages:

• Your financial capital increases, as you save for the future needs, both personal and those of your family, whenever you transfer your funds.
• You save your time, as it is the bank that performs transfer for you every time provided.
• Convenient frequency, on weekly, monthly, quarterly, semi-annually and even yearly basis.
• Investment in small amounts is convenient as one may have doubts about investing large amounts, whereas its much easier to invest smaller ones and thereby save (the investment can start at as little as 50 euro).
• You may withdraw funds whenever you need them, as no restrictions apply for sale of shares in the funds and you can have the money saved back.
• You do not have to worry in case there is not enough money in your account, as the system shall then check the state of your account in a few days and if you still do not have the money, it shall deduct it next month and you will not have to pay twice for the same month.
• Termination of contract free of charge, giving you an opportunity to terminate the contract at any time, no fines or additional terms and conditions being applicable.
• Lower investment risk as in case you buy often, risks of irregular entry into financial market decreases.
• Most suitable number of payments, according to analysts the best saving effect is ensured in case of periodical investment, in a series of 18 times; however you are always free to invest with both smaller and larger number of payments.
• Wide choice as you can invest in various currencies in various regions; we offer investment in more than 50 funds, including those of shares, bonds, mixed, money market and funds of funds.

In case of periodical investment you don’t have to waste your time following the course of financial markets, as the objective of investment you have is greater fluctuation of fund value when you begin saving. You shall thereby purchase shares of fund at a lower price and upon completion of transfer of payments will have larger financial capital. What is important in case markets grow is to have considerable capital accumulated; the managers of funds shall then earn you more money in monetary expression.

Where do go in case I choose periodical investment?
Visit Nordea bank department nearby; there, you can open securities account and sign contract on periodical investment.
For complete list of funds, see below.

To access spreadsheet of periodical investment.