Fund subscription and fund saving

Fund subscription is easy. You can subscribe for fund units

• on your EvliNet account
• by logging in to the Client Information Form
  
• by contacting our Investor Service

The most inexpensive way to subscribe most of the Evli funds is the EvliNet service.

Subscription in the EvliNet

You can make a fund subscription by logging on to your EvliNet portfolio. The fund units will be shown in your EvliNet portfolio within 1-4 banking days. We will not send you a separate confirmation of subscription. If you wish, you can place a subscription order to take effect on an upcoming value day.

Subscription through Investor Service

You can also make fund subscriptions by contacting our Investor Service. Please provide the following information when subscribing: name of subscriber, address, telephone number, personal identity code/business code, tax country, and name of fund and fund series (A or B). Using your reference number, make a payment to Evli Bank’s account for the subscription. The reference number is personal and must be used for all fund subscriptions, regardless of the fund. If you are a new customer or do not know your reference number, you can obtain it from our Investor Service. You will find Evli Bank’s account numbers on the Money Transfer page. However, please do not pay for the subscription until you have been in contact with our Investor Service. As confirmation, you will receive a subscription confirmation within one week.

New client

Fill in Client Information Form and order agreements.

Continuous Fund Saving

Evli's Continuous Fund Saving enables you to invest in professionally managed funds with as little as 80 euros a month. The idea in continuous fund saving is its long-term commitment and continuity. You invest a certain amount every month (minimum 80 euros) or every quarter (minimum 240 euros) in a fund that suits you best.

In continuous fund saving, you can only subscribe for mutual funds' growth units (B). You can switch funds or redeem the accumulated savings on any banking day.

Continuous fund saving is possible with the following funds:

Evli Baltic
Evli Euro Government Bond
Evli Europe
Evli European Smaller Companies
Evli Finland Mix
Evli Global
Evli Global Multi Manager 40
Evli Global Multi Manager 75
Evli Greater Russia
Evli Select

Fund saving in the EvliNet

You can use your EvliNet user name to make a saving plan in your EvliNet portfolio. Select Funds, and then go to Fund Saving. When you have submitted the information on fund saving, you will receive instructions on repetitive payments. You will also receive a reference number on the basis of which we will execute your investments in your chosen fund. You can make the payments from your EvliNet account (also by direct debit) or from your account in another bank. If you wish, you can change the details of your saving plan on your own computer.