Regular Plan
Definition
What is Regular Plan?
An investmentAn asset or commitment of money made with the expectation of future income, growth, or both. route arranged through an adviser, agent, bank, or distributionIncome or realised gains paid by a fund to its unitholders. platform.
Example in practice
How This Looks in Practice
An adviser helps an investorA person or organisation that commits capital with the expectation of a financial return. select and subscribe to a fund and may receive compensation from the provider.
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Related Terms
Accumulation Option
A fund option that retains or reinvests income so it contributes to unit-value growth.
Plans & OptionsIncome Option
A fund option designed to pay eligible income to the investor rather than retain all of it.
Plans & OptionsGrowth Option
An option focused on long-term capital appreciation rather than regular cash distributions.
Fund Structure & RegulationCollective Investment Scheme
A regulated arrangement that pools investors' money for investment according to a common objective.