Automatic Investment Plan

Automatic Investment Plan Application MoneyLine Application Benefits of investing regularly

An Automatic Investment Plan (AIP), will enable regularly scheduled pre-authorized contributions to be made to an Altamira account(s). Select the funds to invest in and the frequency of those investments. Contributions continue on a regular basis until we receive further instructions.*

There is no fee for this service; however, investors are required to sign up for Altamira's MoneyLine Service and provide us with a copy of a void cheque from the bank account funds are to be drawn from.

AltaEasy (also referred to as an AIP) is a convenient means for investors to make regular contributions to their Altamira account(s). After signing up for MoneyLine, simply provide investment instructions and the funds will automatically be deducted from the relevant bank account. The minimum AIP is $50.00 per contribution (e.g. monthly, quarterly, semi-annually) and $25 per fund.

*Please note that adjustments to investment instructions must be made at least 7 days prior to the next scheduled transaction date.