A system and method of operating an investment plan based on engagement with a wellness programme

摘要

A system and method of operating an investment plan based on engagement with a wellness programme is provided. The investment plan is of the kind in which a person invests a capital amount and receives a selected periodic amount to be paid out to them and where the capital amount is invested in an underlying asset on behalf of the person. The method includes receiving and storing investment data including capital amount data relating to a capital amount to be invested for a person, investment selection data relating to an investment selection of how the capital amount is to be invested, and periodic payment data relating to a selected periodic payment amount to be paid to the person. Furthermore, wellness programme data relating to the compliance of the person with a wellness programme is received and stored.