Periodic Investment

It is a convenient continuous savings solution for those who do not necessarily have huge savings. Once you start saving small amounts, you will learn to manage your financial assets and enhance their value.

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When you choose the periodic investment service, you can invest money on a regular basis – weekly, monthly, quarterly or annually.

Periodic purchase reduces the risk of inadequate financial market entry. For example, as the value of the selected investment fund unit drops, you acquire more units. As the value of the unit goes up, you acquire fewer units for the periodic contribution you have chosen. Thus regular investments reduce the risk of purchasing fund units at a high price.

If you wish to start using the periodic investment service, you are welcome to a free consultation at  Nordea branch. You will be introduced to investment opportunities and the investment funds..

Steps to Investing

  • Open a securities account with any Nordea branch free of charge. Make sure you have a valid identity document with you.
  • Make a periodic investment agreement at a bank branch or through Internet Banking and purchase the desired investment funds.
  • Select the contribution amount (no less than 50 Euro) and the investment interval (weekly, monthly, quarterly, every 6 months or every 12 months).

We recommend that you keep on investing for at least 3–5 years.

Withdrawal of Savings

If needed, investment funds can be sold. As no penalties or additional terms are applied, you can terminate you periodic investment agreement any time.

Service Bronze customers, Silver and Check-in package customers, Gold customers,
Equity funds:
Subscription fee 1.00 %
Bond funds, Nordea Funds of Funds, SICAV Investment funds:
Subscription fee 0.40 %
Reserve funds:
Subscription fee 0.20 %

This web page contains promotional information about the investment services provided by Nordea. The information cannot be interpreted as any kind of recommendation, instruction or invitation to purchase or sell specific financial instruments as well as it cannot serve as a ground or part of any subsequent contract. Even though the information has been prepared on the basis of sources regarded as reliable, Nordea shall not be held responsible for possible inaccuracies or losses incurred by investors who have relied on the information. Information related to charging may be revised in the future and may become unsuitable for you. Return on investment involves risk: the value of investment may both decrease and increase during the investment period. Positive return will not necessarily remain such in the future. In some cases, losses can exceed the value of the initial investment. When investments are made in financial instruments in foreign curriencies, exchange rate developments may have some impact on your return. You are responsible for the investment decisions you make; therefore before making a decision, you should familiarise yourself in depth with all relevant documents, the prospectus of the funds and any related or other financial instruments, Perspectives on Financial Instrument Risk Disclosure and information posted on the bank’s website www.nordea.lt.

Useful Information

Investing in Funds

Riskier method of saving for those who aim at maximum profit.

Deposit Insurance

Your monetary deposits are insured by the Swedish National Debt Office.