
| Fund Supermarket Top Managers, Top Funds, Best Value! With the Alliance Trust Savings Fund Supermarket you can buy and sell funds from a wide range of fund management groups online, by telephone or by post We offer some of the best terms of any Fund Supermarket and we are continuously increasing our fund range to bring you a wider selection of investments on our easy-to-use platform. You can access the full range of our funds in our List of Funds. Discounted initial charges We have negotiated fully discounted initial charges on most funds available through our Fund Supermarket making your total initial subscription price lower in many cases. This could give you a significant saving. For example, as illustrated in the table below, a 5% discount on a standard initial charge of 5% would save you £510 if you invested the full amount of you annual £10,200* ISA subscription in funds.
* ISA investors who will be aged 50 or over on 5 April 2010 Money Back We also pay back to you all the commission we receive from the fund management groups whose funds you invest in and hold on our platform. No other fund supermarket in the UK currently does this. Rebate amounts will vary from fund to fund, and over time can add up to a substantial amount. The amount of rebate payable on each fund can be found in the List of Funds. The table below shows some examples of the potential value of rebates based on a number of illustrative portfolio values and rebate rates.
*For illustration purposes only. The amount of any rebate received will vary with any fluctuations in the value of funds held, the rate of rebates applied to the funds you hold and the calculation methodology used by individual fund managers. Payment of rebates Rebate payments for funds you have invested in will be made into your Account after we receive them from the fund manager. Your rebate payments will always be made into an Account that you hold with us in your own name. However, rebate payments may be made to different Account destinations, depending on the type of Account in which your funds are invested. Payments may be made to us at different intervals, depending on the fund manager involved – monthly, quarterly, six monthly, or annually. Details of the frequency of rebate payments made by each fund manager are included in the List of Funds, so you will generally know at what frequencies you should expect to receive your rebates. More information can be found in the Alliance Trust Savings Handbook. Using your accumulated rebates How you use your accumulated rebates is up to you. Other than in the Select SIPP, you are also free to withdraw them if you choose. You may even transfer them into other Accounts you hold with us, but if you do this, transfers into your ISA or SIPP will be counted as a subscription or contribution. If you have an independent financial adviser, you may decide to use your accumulated rebates to pay your adviser for the investment advice you have received. This means that you can assume total control over how you pay for your advice, and how much you pay. |
![]() See Also ........................................................... ........................................................... ........................................................... Funds Library ........................................................... U.S. Person Definition ........................................................... Irish Funds Residency Requirements Latest Fund Supermarket News ........................................................... Alliance Trust Savings offering Vanguard funds |
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