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Our Stocks and Shares ISA

Our award-winning* Stocks and Shares ISA enables your clients to hold a wide range of investments in a tax efficient wrapper.

Our Stocks and Shares ISA is available through i.nvest, which enables you to access:

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

* What Investment Readership Award, 2007, 2008, 2009, 2010 and 2011.

There are some investments which are not eligible to be held in an ISA. Please refer to our List of Stocks and Shares and List of Funds for more details.

What are the main features?

  • No set up fees
  • Low quarterly administration charge
  • Accepts transfers from other ISA managers
  • 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

With our Stocks and Shares ISA your clients can invest up to £11,520 for the 2013/14 tax year and can make regular or lump sum payments from as little as £50.

Low quarterly administration charge

For all accounts there will be a quarterly charge of £10 + VAT.

How to Apply

Your clients can open a Stocks and Shares ISA if they are aged 18 and above.

The quickest and easiest way to apply for an Alliance Trust Savings Stocks and Shares ISA is by applying online.

If you already have a Personal ID and password, simply login today.

If you don’t have online access, please complete the Application form.

If your client is transferring in an ISA from another manager, please also complete the Stocks and Shares 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.