How to apply
Opening an Alliance Trust First Steps Plan is simple and straightforward. You can request an application pack online, by telephone or by post.
Online
Download the application form from here and return your completed form to us by post. To request an application pack by e-mail, please use the link in the contact us section of this page. Please ensure you include the name and postal address of the recipient of the application pack.
By telephone
Call us on 08000 326 323 to request an application pack or to speak to us about the application process.
By post
For an application pack, write to us at:
Alliance Trust,
PO Box 164,
Meadow House,
64 Reform Street,
Dundee DD1 9YP.
We don't provide financial advice. If you are not sure if a First Steps Plan is suitable for your circumstances, you should seek professional advice. The Financial Services Authority (FSA) maintains a register of their authorised financial advisers. Their website address is www.fsa.gov.uk/pages/register.
You will need Adobe Reader to view any of our literature. Download Adobe Acrobat.
If you would like financial advice before making a decision, please click the button below.
