How to transfer
Transferring to an Alliance Trust Investment Plan 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.
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 investment 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.
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