Alliance Trust Savings Limited

Select SIPP | Child SIPP | Full SIPP

Full SIPP Literature

Full SIPP Documentation

Full SIPP Application*

Key Features*

Full SIPP Handbook*

Transfer form (one needed for each transfer in to a Full SIPP)

Contributions form (for single or regular payments to the Full SIPP)

Full SIPP fees (the full menu of charges except Property)*

Property fees (our charges for Property transactions)

Cater Allen Application Form and Mandate for a Self Invested Personal Pension Plan Member Bank Account

Confirmation of Verification of Identity*

Full SIPP Change of Address Form

Alliance Trust Full SIPP Investment instruction (from 1 October 2007)

Consolidating Deed

Full SIPP Rules 2008

Full SIPP Expression of Wish Form

Other Important Information

* Mandatory forms

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.

You should remember that the amount of tax relief depends on your individual circumstances and that the beneficial tax treatment of SIPPs may not continue in the future.

See Also
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Interest Rates Table
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Important Information
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Order Handling Policy
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Conflicts of Interest Policy
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Consolidating Deed
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Full SIPP Rules 2008
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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.