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Cash ISA

Our Cash ISA offers your clients an alternative to a savings account but with added benefits such as tax-free interest.

What are the main features?

  • No set up fees
  • No annual charge
  • Accepts transfers from other ISA managers

View valuations, produce statements and make secure requests online 24/7 using our i.nvest platform. With our Cash ISA your clients can invest up to £5,340 per tax year, tax free and they can make regular or lump sum payments from as little as £50.

How to Apply

Your clients can open a Cash ISA if they are aged 16 and above.

If you already have a Personal ID and PIN for accessing the i.nvest platform, login now and visit the Adviser area. You will be able to open a Cash ISA for a new client or an existing client today.

To open an Account you will need to know your client's:

  • NI number
  • address
  • bank account for making contributions
  • bank account for receiving any income

If you don’t have online access, you can still open an Account on behalf of your client by completing and returning the Application form.

Please also ensure that you complete the Third Party Authority form which will allow you to manage your clients Account online.

If your client is transferring in an ISA from another manager, please also complete the Cash ISA Transfer form.

Our Literature Library contains all forms and documents relating to our ISAs.

All completed forms should be returned to:

Alliance Trust Savings Ltd
PO Box 164
8 West Marketgait
Dundee
DD1 9YP.

Visit the Working With Us section for more information on all of the services available to you, and details of how to request a Personal ID and PIN.