*Available in France only.
To create a Managed Plan:
1. In case it’s the first Plan you’re creating: Open your Invest (home) screen, scroll down to the Plans and Orders section and tap on “Create a Plan”, on the Managed Plans banner.
1.1. In case you already have an active Investment Plan(s): scroll down to the Plans and Orders section, tap on Investment Plans, select: “Create a new Plan” and “Managed”.
2. Answer a few simple questions about your investment goals, investment horizon, investing experience, monthly savings, risk assessment, risk appetite, and ESG preferences.
3. Based on your answers, we’ll recommend a Managed Plan for you.
We’ll provide you with a simulated 5Y return of the Plan, its risk score, as well as Risk metrics, to help you understand how this Plan is simulated to perform in the future.
We’ll also show you the average projected value* of your Plan within the next 5 years, assuming the selected recurring monthly contribution during this whole time.
*Keep in mind that the projected value is meant to illustrate the mechanisms of your investments and it’s not a reliable indicator of future performance.
Once you get familiar with the details of the Plan, tap on “Continue”.
4. Specify the amount* you want to invest on a recurring basis (monthly). The minimum amount you can invest in a Managed Plan is 100 EUR and the maximum is 4,500 EUR.
*To set up a Managed Plan you must have a debit card or Apple Pay linked to your Shares account. If you haven’t linked Apple Pay or your card yet, simply tap on “Select a payment method”, choose Apple Pay or debit card and fill in the necessary details first.
5. Customise the name of your Plan. You can also change the emoji, which will be displayed next to the Plan name, by tapping on it.
6. Review the details of your order and make sure to check the “I agree to authorise this payment method for recurring payments” box.
7. Get familiar with the Acknowledgements and tap on “Confirm all”. That’s it - your Managed Plan order is set up and ready to execute as soon as the markets are open. 🎉
Keep in mind that you can create one Managed Plan in our app. In case your investment needs change in the future, you can always delete your Plan and create a brand new one. Learn how to cancel your existing Plan in our article: How to edit / cancel my Investment Plan?
If you have any questions or need help with setting up your Plan, please don’t hesitate to contact our Support Team, we will be happy to help. 🙂