Doing business with us

An update for self-directed customers

New accounts and transfers in

On 1 July 2019 it was announced that the sale of Alliance Trust Savings (ATS) to interactive investor was complete and that ATS is now part of the interactive investor group. It was also confirmed that all self-directed ATS accounts will move to the interactive investor platform later this year.

In preparation for the move, ATS are no longer able to open new accounts or accept transfers in for self-directed customers. If this is something you want to do, you have the option of opening an account with interactive investor now. interactive investor support account opening and will also accept a transfer from another provider if you are considering a move.

If you’ve recently asked us to arrange a transfer-in from another provider, we will still complete this before the move if we can. Otherwise we will contact you to explain what happens next.

important icon If you invest with ATS through a financial adviser this doesn’t affect you. Your adviser can continue to open new accounts or arrange transfers in to ATS on your behalf.

Important information

To open an Account, you must be a UK resident, aged 18 or over (16 for a Junior ISA Account).

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.

All investments carry an element of risk which may differ significantly. If you are unsure as to the suitability of any particular investment or product, you should seek expert advice.

about interactive investor

interactive investor is an award-winning platform business, the second largest for retail investors in the UK. Together with ATS, interactive investor has over 400,000 customers and £36 billion of assets under administration.

And, as a customer of interactive investor, your cash and investments will be covered by Financial Conduct Authority rules and protected by the Financial Services Compensation Scheme.

Learn more about ii

How the interactive investor service compares

Visit our Exciting future information hub to find out more about the interactive investor service and how you will stand to benefit from better value, better choice, better intelligence and better online services.

Go to hub now

Alliance Trust Savings Limited 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 Limited gives no financial or investment advice. ‘Alliance Trust Savings’, ‘ATS’ and 'AT Savings' are all brand names of Alliance Trust Savings Limited together with the ‘Alliance Trust Savings’ logo are owned by and used with the permission of Alliance Trust PLC, the previous owner of Alliance Trust Savings Limited.