i.nvest FAQs

While i.nvest is simple and intuitive to use, we understand that you may still have questions about the service. We've compiled a list of FAQs, based on customer feedback, which should help answer these.

Can I ask you to add a fund to the i.nvest platform?

We regularly review the fund management groups on i.nvest to ensure that it offers the top groups actively used by our customers. If a fund you're interested in investing in isn't available, let us know and if it is appropriate to add it then we shall.

Can my client transfer funds they hold with another provider to Alliance Trust Savings?

Yes, but you should always check if any transfer charges will be applied and what rebates and discounts are being offered by the existing provider before instructing a transfer.

How often are rebates paid?

Fund rebates are made to us at different intervals depending on the fund manager. They can be monthly, quarterly, six monthly or annually. Details of the frequency of rebate payments can be found in our Guide to Funds booklet.

Where is the rebate paid?

Rebate payments will be made into your client's account after we receive them from the fund manager. They may be made to a different part of the account depending on the type of account held.

Is tax charged on the fund rebates?

This will depend on the account held by your client and the tax status of the account.