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First Steps Account

Account Documentation
pdf First Steps Account Application Form
pdf First Steps Account Instruction Form
pdf First Steps Request to Transfer in Investments
pdf First Steps Account Conversion Form
pdf First Steps Account Dividend Mandate
pdf First Steps Withdrawal Form
pdf First Steps Letter of Direction
 
Other Important Information
 

Risk Warnings
Please remember the value of investments and any income from them can go up or down and you may not get back the amount you invested. All investments carry an element of risk which may differ significantly and if you are unsure as to the suitability of any particular investments, you should seek professional financial advice.
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See Also
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Investment Choice
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pdf Table of Charges
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pdf Interest Rates Table
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How to Apply
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Important Information

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pdf Terms and Conditions
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pdf Alliance Trust Savings Handbook
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pdf Alliance Trust Savings Guide
     to Products and Services

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pdf Order Handling Policy
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pdf Conflicts of Interest Policy
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Alliance Trust Savings Limited is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised and regulated by the Financial Services Authority whose address is 25 The North Colonnade, Canary Wharf, London E14 5HS firm reference number 116115; gives no financial or investment advice.