If you’re happy with the products and services you receive from Alliance Trust Savings, why not tell your family and friends about us so they can benefit too. Don’t make us your best kept secret.
It’s nice to share good things – and now we’ve made it even better. If you’re an existing Alliance Trust Savings customer, you can refer someone to Alliance Trust Savings and if they open an Investment Dealing Account, ISA or SIPP, we’ll thank you with a £50 Marks & Spencer Voucher and them with a £25 Voucher*.
Alliance Trust Savings provides an execution-only service and does not give advice. If your family member or friend is unsure about the suitability of an investment, we recommend that they seek advice from a financial adviser. The value of investments and any income from them can go down as well as up and is not guaranteed. They may not get back the full amount they invested.
Once your family member or friend has applied for an Alliance Trust Savings account, they need to trade through it within 120 days of the account opening and send in the tear off leaflet. It can take up to 60 days for your reward to arrive via special delivery.Download 'Refer a Friend' Leaflet
*You and your family member or friend will qualify for your vouchers if you recommend someone, who isn’t already an Alliance Trust Savings customer who then opens up an Alliance Trust Savings account, trades through it and has paid fees and charges as they become due within 120 days of the account opening. The application must be for an individual and not a corporate account.
This offer excludes First Steps accounts as these are opened and held in the name of an adult on behalf of a child. There is no limit to the number of people you can refer in a year. You must not recommend anyone as part of your business. Your referral is made only so that they can independently decide to open an Alliance Trust Savings account. There is no reason known to you that would stop you or the person you are referring receiving these vouchers.
We must receive the completed 'Refer a Friend' application from your friend within 120 days of the account opening, before the voucher will be issued. This offer is subject to Alliance Trust Savings standard promotion and competition terms and conditions found here. We may use the customer details provided to contact you or your friend in the future regarding our products and services. If you’d prefer not to be contacted please contact us.
This offer is only available to existing Alliance Trust Savings customers.
Alliance Trust Savings Limited is a subsidiary of Alliance Trust PLC and is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, firm reference number 116115. Alliance Trust Savings gives no financial or investment advice.