How to transfer your PEP
Transferring
your PEP
to Alliance
Trust
is simple.
We accept
transfers
of cash
or securities,
so you
don't
need to
sell and
then repurchase.
Once we
receive your
transfer form,
we'll
do the
rest for
you.
To transfer
a PEP
from another
manager,
just download,
complete and send
the appropriate
form below to us. A copy of our terms and conditions and our Key Features document can be downloaded from the literature centre.
Existing
PEP Customers New
PEP Customers
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
unsure if transferring
your PEP
is suitable for
your circumstances,
you should
seek professional
advice.
The Financial Services
Authority
(FSA) maintains
a register of
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.
RELATED DOCUMENTS
Existing
PEP customers
Transfer
a PEP from another
manager PDF
New PEP
customers
Transfer
a PEP from another
manager PDF
If you would like financial advice before making a decision, please click the button below.
