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If you hold Alliance Trust PLC shares in any account you hold with us, you may qualify for a series of shareholder benefits. This includes dealing discounts and rebates on charges.
You could receive:
If you hold Alliance Trust PLC shares through an account with Alliance Trust Savings, you may be eligible for discounted online and telephone dealing charges in any investment held on our i.nvest platform. If you qualify for the generous discounts, you could significantly reduce the dealing charges you pay for online and telephone deals you place.
The amount of discount you receive depends on the number of Alliance Trust PLC shares you hold in your accounts with us. The table below shows just how much you could save.
If you hold Alliance Trust PLC shares across your Accounts you may be eligible for discounted dealing charges. These are detailed below and explained further in the Alliance Trust Savings Handbook.
| Number of Alliance Trust PLC shares held | Discount | Discounted UK Online Charge* | Discounted UK Telephone Charge* | Discounted International Telephone Charge* |
|---|---|---|---|---|
| Less than 1,000 | 0% | £12.50 | £32.50 | £40.00 |
| 1,000 - 4,999 | 10% | £11.25 | £29.25 | £36.00 |
| 5,000 - 9,999 | 25% | £9.38 | £24.38 | £30.00 |
| 10,000 or more | 50% | £6.25 | £16.25 | £20.00 |
*For all conditional orders a flat £12.50 charge will apply. Please refer to the Alliance Trust Savings Handbook for further details.
If you hold Alliance Trust PLC shares across your Accounts you may be eligible for discounted ISA Annual Administration Charges. These are detailed below.
| Alliance Trust PLC Shareholding | Discounted ISA Annual Administration Charge |
|---|---|
| Less than 1,000 | £25 |
| 1,000 - 4,999 | £22.50 |
| 5,000 - 9,999 | £20 |
| 10,000 or more | £17.50 |
Holding 10,000 or more Alliance Trust PLC shares means that you will receive the maximum 50% rate of discount, reducing your online or telephone dealing charges. You can deal online from as little as £6.25* per trade. This is one of the cheapest dealing charges in the UK!
To ensure you receive the largest discount possible, when we calculate your discount we will combine Alliance Trust PLC shares you hold over all of your Alliance Trust Savings accounts.
Holding only Alliance Trust PLC shares in a Select SIPP or Child SIPP lets you benefit from a discount on the annual SIPP administration charge. Please see our Schedule of Fees for more detail.
In addition to the discounts on dealing charges listed above, if you hold a First Steps Account for a child, you may qualify for a rebate on dealing charges for automatic purchases of Alliance Trust PLC shares. To qualify, the First Steps Account must be linked to an account which is held by an adult, and has a value of at least £10,000.
For more information on our shareholder benefits please refer to the Frequently Asked Questions.
* Charges start at £6.25* and vary dependent on the number of Alliance Trust PLC shares you hold.
Please remember the value of your investments and any income from them can go up or down and you may get back less than the amount you originally invested. All investments carry an element of risk, which may differ significantly. If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice.
Alliance Trust Savings Limited is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised and regulated by the Financial Services Authority whose address is 25 The North Colonnade, Canary Wharf, London E14 5HS firm reference number 116115; gives no financial or investment advice. | © Copyright Alliance Trust PLC 2000 - 2011
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