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How to Apply

Your clients can open a Select SIPP providing they are aged 18 and above and are not a US person.

The quickest and easiest way to open a Select SIPP for your clients is online. If you already have a Personal ID and PIN, simply login today.

If you don’t have online access, please complete the 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 they complete the Third Party Authority Form.

If your client is transferring a pension fund built up with another provider, please also complete the Transfer in Form.

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

All completed forms should be returned to:

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

Once the SIPP is set up, we will send your clients Personal ID and PIN 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
  • Buy and sell individual holdings

Trade international equities on i.nvest

You can find out more about trading in international equities by clicking here. We will also ask your clients to complete a registration form. You will get further information on the registration process in our how to register and trade page.