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On his PEI/PEE and Collective PER

1️⃣ Go to your savings area on the “Operations” page

2️⃣ Click on “Deposit money”

3️⃣ Check the “recurring” payment type box

4️⃣ Indicate the amount (⚠️minimum amount of €15), the day of the withdrawal and the plan on which you wish to set up the payment.

As part of a Collective PER, you will have the possibility of deducting these payments from your taxable income for the current year, practical for making tax savings.

5️⃣ Choose to follow the recommended profile or a manual distribution (manual selection of your investments).

6️⃣ Enter your bank details

7️⃣ Confirm the operation

8️⃣ You will receive a verification SMS

How to set up a scheduled (monthly) payment?

How to set up a scheduled (monthly) payment?