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Investment Dealing Account

Alliance Trust Savings Investment Dealing Account is a flexible dealing account that enables your clients to trade and hold a wide range of investments in our Nominee. It gives you complete flexibility to develop an investment portfolio in a way that works for you and your client.

Our Investment Dealing Account is available through i.nvest, which enables you to access:

  • Over 1500 funds
  • UK investment trusts, including AIM securities
  • UK equities
  • Exchange Traded Funds (ETFs)
  • UK government gilts and fixed interest securities
  • Convertibles, debentures and loan stocks
  • Cash on deposit
  • Preference stocks

What are the main features?

  • No set up fees
  • There is a quarterly administration charge of £10 + VAT***
  • Accepts transfers of investments held in certificate form or from another Nominee
  • View valuations, produce statements, trade and make secure requests online 24/7
  • Freedom to trade by phone if that works best for you and your clients

***Change applied from 1st August 2012

Freedom to trade by phone if that works best for you and your clients

Who can apply for an online Investment Dealing Account?

Your client needs to be 18 or over to open an online Alliance Trust Savings Investment Dealing Account.

How to Apply

The Investment Dealing Account offer is available when you apply online for your client, which is the quickest and easiest way.

You can also apply for a Investment Dealing Account by post

You can complete and return the Investment Dealing Account Application Form. If your client would like you to access their account online and or make investment decisions and maintain their account, please ensure that you complete the Third Party Authority form.

If your client is transferring in investments held in certificate form or with another nominee, please also complete the Request to Transfer Investments form.

With our Investment Dealing Account you and your clients can make real-time deals online or over the phone, with shares held electronically through our Nominee Services.

Trades are settled automatically with proceeds being credited to or debited from your client's account.

And because the investments are held together in one easy to access account, you can see their value at any time, plus you can trade quickly and easily.

There is no maximum limit on the amount your clients can invest through our Investment Dealing Account, and they can make regular or lump sum payments from as little as £50.

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Charging Structure

We believe that charges should be transparent and should reflect what we do for you and your client. There is a quarterly administration charge of £10 + VAT from 1st August 2012. There are no hidden charges and we take pride in the fact that our pricing structure is, we believe, one of the most competitive around. Charges start at as little as £6.25* per deal. For further details please refer to the Table of Charges.

* Charges start at £6.25 and vary dependent on the number of Alliance Trust PLC shares you hold. Please refer to the Shareholders Benefits section for more information.

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Our Literature Library contains all forms and documents relating to our Investment Dealing Account.

All completed forms should be returned to:

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

Once the Investment Dealing Account is set up, we will send your client’s a Personal ID and password to allow them to manage their account through our i.nvest service.

i.nvest is easy to use and enables your clients to:

  • Manage investments
  • View valuations
  • View all the assets held within the Investment Dealing Account
  • Buy and sell individual holdings

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