Home | Dealing Accounts | ISAs | SIPPs | Fund Supermarket | Shareholder Benefits | Account Access | Research | Literature CentreShareholder Benefits Overview | Shareholder Benefits FAQs| Shareholder Benefits Benefit from being an Alliance Trust PLC Shareholder If you are an Alliance Trust PLC shareholder through us you can benefit from reduced real time online and telephone dealing charges in all investments we currently offer through Alliance Trust Savings Key benefits at a glance:
Discounted online and telephone dealing charges How can I benefit? If you are an Alliance Trust PLC shareholder, and you hold your shares through Accounts with Alliance Trust Savings, you will be eligible to benefit from discounted online and telephone dealing charges in all investments that we currently offer. This will include dealing in Alliance Trust PLC shares or any other type of investment. If you qualify, the discounts we offer could significantly reduce the dealing fees you pay for online and real time telephone dealing with us. For further details of your eligibility for discounts please refer to the Alliance Trust Savings Handbook. What are the levels of discount available? Different levels of discount will apply to different levels of shareholding. Using our current dealing charges, the table below illustrates the discounts you could enjoy.
† No discounts apply to conditional orders placed online If you hold 10,000 or more Alliance Trust PLC shares you will benefit from the maximum 50% rate of discount. You will be able to deal in shares and funds online or over the telephone for as little as £6.25 per trade - representing one of the cheapest dealing rates in the UK. Increasing the discount you are eligible for Shareholder benefits are determined by the amount of Alliance Trust PLC shares you hold across all of your Alliance Trust Savings accounts. The more shares you hold the greater your potential benefits. You can purchase shares in Alliance Trust PLC in a variety of convenient ways that we have detailed on our How To Manage Your Account page. First Steps Account All First Steps Accounts are eligible for discounted online and telephone dealing charges described above. In addition, a First Steps Account may be linked to another account with us which is held by an adult client. In these cases, the First Steps Account may also be eligible for certain rebates where all of the following conditions have been met as at the end of each UK tax year:
Discounted annual administration charge How can I benefit? If you have a Select SIPP or Child SIPP through which you only hold Alliance Trust PLC shares you can benefit from a 100% discount on the annual administration charge applicable to these Accounts. Details of how this will be calculated and applied to you Account are explained in the Alliance Trust Savings Handbook. Benefit from our Investor Forums What is an Investor Forum? Alliance Trust PLC shareholders can also benefit from regular access to the Alliance Trust Group senior management team through our countrywide Investor Forums. These are held regularly in various locations throughout the UK and you should receive a personal invitation to attend where we are arranging a forum to be held in our local area. |
 See Also ........................................................... Investment Dealing Account ........................................................... First Steps Account ........................................................... ISAs ........................................................... SIPPs ........................................................... Fund Supermarket ........................................................... Shareholder Benefits ........................................................... Alliance Trust Events Page ........................................................... |