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Spread the word about Alliance Trust Savings

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It's good to share

If you're an existing Alliance Trust Savings customer you can refer a friend to us and, if they open an Investment Dealing Account, ISA or SIPP, we’ll thank you with a £50 Marks & Spencer Voucher*.

Plus, we'll welcome your friend with a £25 voucher too.


Risk Warning

Alliance Trust Savings (ATS) provides an execution-only service and does not give advice. If you are unsure about whether to invest or about the suitability of an investment, we recommend that you seek advice from an independent financial adviser.

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested. If you are unsure as to the suitability of any particular investments, you should seek professional financial advice.


How to get your rewards

Your friend simply needs to apply for an Alliance Trust Savings Account, trade through it within 120 days of account opening and return their completed 'Refer a Friend' leaflet to us. We will then send your vouchers via special delivery within 60 days of receipt.

Download 'Refer a Friend' Leaflet


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Terms and conditions

*You and your friend will qualify for your vouchers if you recommend someone that is not 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 from your friend 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 friends you can refer in a year. You must not recommend friends as part of your business. Your referral is made only so that your friend can independently decide to open our accounts. There is no reason known to you that would stop you or your friend 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.

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.