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ISA Literature Library


Before downloading the application or transfer form, please ensure you have read and retained the Terms and Conditions (PDF 230k).

pdf Click here for the Alliance Trust Charging Schedule

pdf Click here for the Premier Alliance Trust Investment Funds Key Features

pdf Click here for the Alliance Trust Plans Brochure (PDF 164k)

pdf Click here for the ISA Application Form (PDF 72k)

pdf Click here for the Stocks and Shares ISA Transfer Form (PDF 116k)

pdf Click here for the Cash ISA Transfer Form (PDF 116k)



ISA (existing customers)

pdf Click here for the Instruction Form (PDF 60k)

pdf Click here for the Transfer in Employee Shares Pack (PDF 180k)

pdf Click here for the Conflicts of Interest Policy (PDF 23k)

pdf Click here for the Order Handling Policy (PDF 40k)



Other Forms

pdf Click here for the Alliance Trust ISA Top 20 Investment Trust Purchases Sheet (PDF 50k)

pdf Click here for the Interest Rates Sheet (PDF 30k)

pdf Click here for the Direct Debit Form (PDF 44k)


Please note that this section of our website is designed for professionally qualified financial advisers and their staff. It should only be accessed by them and is not intended to be accessed by private individuals and should not be relied upon by them without first obtaining appropriate advice.

If you are not a financial adviser please return to the customer section of our website by clicking here now.