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Stocks and Shares ISA

Individual Savings Account (ISA)

We offer both a Stocks and Shares ISA and a Cash ISA.

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:

  • 1400 + funds
  • UK investment trusts
  • UK and international 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.

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.

What are the main features?

  • No set up fees
  • Low annual administration charge
  • One free online trade**
  • No inactivity fees
  • 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

All accounts have an annual administration charge of £25 + VAT. This also includes one free online trade**.

**excludes limit and market orders. Online free trade must be used by 31 July 2012.

With our Stocks and Shares ISA your clients can invest up to £11,280 per tax year and can make regular or lump sum payments from as little as £50.

Low annual administration charge

For all accounts there will be an annual charge of £25 + 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 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 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.