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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 | £40.00** | £40.00 |
| 1,000 - 4,999 | 10% | £11.25 | £36.00** | £36.00 |
| 5,000 - 9,999 | 25% | £9.38 | £30.00** | £30.00 |
| 10,000 or more | 50% | £6.25 | £20.00** | £20.00 |
*For all conditional orders a flat £12.50 charge will apply. Please refer to the Alliance Trust Savings Handbook for further details.
**Change applies from 1st August 2012
Holding only Alliance Trust PLC shares in a Select SIPP or Child SIPP lets you benefit from a diHolding 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 under 'fees and charges' on our literature pages for more detail.
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.