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First Steps



first steps - investing for children


How to transfer


Transferring investments to Alliance Trust is simple. We normally accept transfers of any UK listed registered shareholding so you don't need to sell and then repurchase. Once we receive your transfer form, we'll do the rest for you.


By Phone

You can call 08000 326 323 to request an application pack or to speak to us about the transfer process.

We don't provide financial advice. If you are not sure if transferring your 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.



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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CONTACT US

Email enquiry

PHONE
08000 326 323

If you would like financial advice before making a decision, please click the button below.





Visit Investor Centre for details on Alliance Trust PLC