Produce illustrations across our SIPP, ISA or GIAs
Once registered for our Online Illustrations Service you can set up personalised illustrations for your clients and save the details for easy recall later.
Our online illustrations service runs alongside both our investment propositions, increasing flexibility for you. If you wish, it allows you to produce FCA compliant illustrations without beginning an online application process.
What are the main features?
Our Online Illustration Service allows you to instantly produce FCA compliant illustrations for either of our investment propositions.
The service is available 24/7 so you can produce, save and print all your illustrations at a time that is convenient to you and your clients.
Our quotes are quick to create and outline all the details that you need to help your client make an informed decision.
HELP AND FAQs
How do I access the system?
To register with us for access to our Online Illustration Service, you will need to complete our short online registration form.
You will need the following information to hand:
Your personal details and personal email address
Company name, address and FCA number
Please ensure you read the Terms and Conditions before registering and using the service for the first time.
If you have already registered and received your Personal ID and Password you can login now.
Please note that the access code will be emailed to you and is for your own use only. Please do not share this with other members of your organisation.
How does it work?
Our Online Illustration Service is supplied and powered by Dunstan Thomas and allows you to produce illustrations across our SIPP, ISA or General Investment Accounts.)
Once you've set up a client in the system you can re-use their details later - all illustrations are stored so you can recall them and re-quote whenever you like.)
If you would like to receive a personal demonstration of how our illustration system works please contact our dedicated support team.
The illustrations allow you to:
Enter all your clients personal details
Select the product you would like to illustrate
Enter any transfer values from other providers
Select and produce illustrations from our wide range of funds
Produce drawdown illustrations
The illustrations will be fully compliant and branded Alliance Trust Savings, so they can be used with your clients when recommending our platform accounts to them.
I have forgotten my password, what should I do?
If you have forgotten your password, please contact email@example.com and we will reset it for you.
I am unable to login?
If you registered within the previous 24 hours and have received your Personal ID and Password, your account may not be fully activated yet. Please wait for 1 working day and try again. If you are still experiencing problems, please contact us at firstname.lastname@example.org
I have forgotten my login details, what should I do?
If you have forgotten your password, please contact our Adviser Support Team and we will reset and provide you log in details.
I cannot locate my existing client under the Find section of the system?
Our illustration system is a standalone system, for new clients please use the ‘new’ tab within the website and fully enter all your client's details
I have an investment trust within my client’s portfolio, how do I show this?
Our Illustration system gives you the option to show funds within the clients portfolio, if you have chosen investment trust for your client and would like to show the TER for this holding please select the following:
ATS Asset Manager
ATS adjustable portfolio
Enter your TER under the AMC section
I would like to amend your fees but I appear unable to do this?
For initial set up you are unable to update our fees, If you would like amendments made to this section of your quote please contact our
Dedicated Support Team