Online quotes

Once registered for our Online Illustrations Service you can set up personalised illustrations for your clients and save the details for easy recall later

What are the main features?

Our Online Illustration Service allows you to instantly produce FCA compliant illustrations for our platform product range.

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.
  • How does it work?
  • How do I access the system?
  • FAQs

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 Internal Business Development Managers (office based) or Business Development Managers (field based)

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.
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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.

If you do not have Internet explorer and would like a Pension Illustration from us, please call us on: 08000 326 323, or email your request to: advisersupport@alliancetrust.co.uk

Minimum system requirements: Internet Explorer

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I have forgotten my password, what should I do?

If you have forgotten your password, please contact advisersupport@alliancetrust.co.uk 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 advisersupport@alliancetrust.co.uk

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
Tel: 08000 326 323 Email: advisersupport@alliancetrust.co.uk

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 Tel: 08000 326 323 Email:advisersupport@alliancetrust.co.uk

Are there minimum system requirements to allow me to access the service?

Yes, the Online Illustration service currently only works with Internet Explorer. You will also need Adobe Acrobat reader to view the illustration.

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