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Literature Centre

Here are some documents you will need to read when opening or transferring to a First Steps Plan

Application Pack

Before downloading the application or transfer form please ensure you have read and retained the Terms and Conditions

Click here for the First Steps Application Form

Click here for the First Steps Charges Schedule

Click here for the First Steps brochure

For existing Investment Plan customers

Click here for the First Steps Instruction Form

Other Forms

Click here for the Direct Debit Form

Click here for the Dividend Mandate Form

Click here for the Interest Rates Sheet

Click here for the Conflicts of Interest Policy

Click here for the Order Handling Policy

Click here for our Complaints leaflet

Click here for the Premier Alliance Trust Key Features

If the form you require is not listed above please contact us

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