- Is there a minimum investment?
Frequently Asked Questions
Is there a minimum investment?
Yes. For individual or joint accounts there is a minimum of $1,000 to get started. For non-individuals (this includes Managed Funds accounts set up for trusts, partnerships, companies, estates, charities, incorporated societies or associations) there is a minimum initial investment of $25,000. Both require a minimum $100 for each subsequent lump sum investment.