Your clients

Our customers are at the heart of everything we do and we are always striving to offer the best service we can.

You, as the adviser, own the relationship with your clients. That is why we will only contact your clients directly if we have a regulatory responsibility to do so.

Any communication we send to them is produced to fully support the relationship you have with your clients and we direct them to you in the first instance.

You can give your clients access to our platform if that fits with your business model. This can be on a view only basis or include the ability for them to trade.

You can feel confident that as a provider we not only value the relationship you have with your clients but respect it. Our role is to make it easy to do business with us and continue to provide excellent service to you and your clients.

We have service commitments in place, always aiming to make sure your requests are completed accurately, first time and on time.
i.nvest trading platform
  • Service commitments
  • How does my client benefit?

Our commitment to you:

  • Committed to ongoing service excellence, putting our advisers and their clients at the centre of everything we do
  • Developing our online services to make us easier to deal with
  • Our Business Development and Proposition teams are here to support you and your clients
  • Committed to further ongoing investment in our people and processes
  • Knowledgeable and friendly team

Your client will benefit from:

  • The ability to view their investments online and to trade, if you agree this is appropriate for them
  • A twice yearly consolidated statement and valuation of their account, a consolidated tax certificate for general investment accounts and an annual illustration for their SIPP accounts
  • Access to our award winning customer service
  • Backed by our 30 years of platform experience

When it comes to trading we have an in-house dealing desk to oversee all dealing through our platform, aiming to achieve the best possible results for you and your clients.

Our dealers are FCA approved persons. Their service includes managing through, directly with market makers, any unusually complex or particularly large trades your clients may wish to place. Alliance Trust Savings is a member of the London Stock Exchange and this means we can offer you and your clients real-time trading straight through to its trading platforms.