Systematic Plan
The Systematic Plan screen displays information related to the following systematic plans if available for your account:
• Automatic Purchase (PAC)
• Automatic Withdrawal (AWD)
• Automatic Switch Plan (DCA)
If these systematic plans are available for your account, then they will be listed together upon search. You can view the plan details by expanding each plan.
For PAC plan type, the purchase details and bank details are displayed. The bank details for PAC is displayed on this screen only if this option is equipped by your provider.
For AWD plan type, the withdrawal details and bank details are displayed. The bank details are based on the payment type. For example, if the payment type is C, then the payment information are displayed. If the payment type is R, then the reinvestment information are displayed.
The payment information is displayed on this screen only if this option is enabled under administrative setting.
For DCA plan type, the plan details are displayed.
You can access this screen by clicking the Systematic Plan sub tab under the Account tab on the left menu panel.