Literature Centre
Here are some documents you will need to read when opening or transferring to a Select Investment Plan.
Application Pack
Before downloading the application or transfer form please ensure you have read and retained the Terms and Conditions (This is new name)
Click here for the Select Investment Plan Application Form
Click here for the Charges Schedule
Click here for the Investment Dealing brochure
For existing Investment Plan customers
Click here for the Investment Plan Instruction Form
Other Forms
Click here for the Transfer in of Securities form
Click here for the Direct Debit Form
Click here for the Dividend Mandate Form
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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If you would like financial advice before making a decision, please click the button below.
