Literature Centre
Here are some
documents
you will
need to read
in order to
transfer a
PEP to an
Alliance Trust
PEP.
PEP
Application
Packs
(for new
customers)
Before downloading the application form, please ensure you have read and retained the Terms and Conditions (PDF 230k).
Click
here for the Alliance
Trust Charging Schedule
Click here for the Alliance
Trust Plans Brochure (PDF 164k)
Click here for the Investment Choice Booklet (PDF 232k)
Click here for the Alliance Trust PLC Key Features
Click here for the OEIC and Unit Trust Key Features
Click here for the Premier Alliance Trust Investment Funds Key Features
Click
here for the PEP
Application Form
- To transfer a
PEP from another
manager (PDF 100k)
Forms for
use by existing
PEP customers:
Click
here for the Giving
Instructions
for my Plan Form
(PDF 55k)
Click here for the Transfer a PEP from Another Manager Form (PDF 64k)
Click here for the Conflicts of Interest Policy (PDF 23k)
Click here for the Order Handling Policy (PDF 35k)
Other Forms
Click
here for the Interest
Rates Sheet (PDF
30k)
Click
here for our Complaints
Form (PDF 20k)
Click
here for Interest
Rates (PDF 30k)
If the form you require is not listed above please contact us
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