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First Steps



first steps - investing for children


Investment choice


Whatever your objectives, a First Steps Plan from Alliance Trust lets you buy, hold or sell investments from a range of over 1,500 UK listed securities. You can download our investment choice booklet which groups investment choice by category and sector. Many of the available OEICs and unit trusts can be purchased at a discounted initial charge. Our Key Features Document details the initial charge discounts.

  • Over 1500 UK listed securities
  • Equities
  • Gilt-edged and fixed interest securities
  • OEICs and Unit Trusts
  • Exchange Traded funds


Rebate of charges on Alliance Trust PLC shares

You can also invest in Alliance Trust PLC within your First Steps Plan. Qualifying plan holders are entitled to a rebate of weekly purchase charges on Alliance Trust PLC shares. Full details of the rebate can be found in our terms and conditions document. Read more about Alliance Trust in our Investor Centre.



The First Steps Plans referred to on this page are provided by Alliance Trust Savings Limited authorised and regulated by the Financial Services Authority. Calls may be recorded or monitored for security and training purposes.

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RELATED DOCUMENTS

Investment Choice Booklet (PDF 240k)

Key features of investment trust savings schemes available through Select Plans

Key features of available OEICs and unit trusts (PDF 450k)


APPLY FOR A FIRST STEPS PLAN

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CONTACT US

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PHONE
08000 326 323

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