HOW TO BUY
Information on risk, product suitability, where to go for advice and how to buy shares in Alliance Trust.
Ways to invest

There are a number of ways to invest in Alliance Trust. Below we have detailed some of the options available for buying our shares:

Investing with advice investing without advice

BEFORE YOU INVEST

Please take the time to read and consider some important information about risk and suitability.

Investing without advice Via an investment platform

There are a growing number of savings and investment platforms where you can purchase shares in Alliance Trust direct. They are primarily for investors who understand their personal attitude to risk and those related to equity-based products.

Shares are largely bought on an ‘execution-only’ basis without access to advice or guidance. Some platforms do offer advice, which may come at an additional cost.

Leading investment platforms include AJ Bell Youinvest, Alliance Trust Savings (ATS), Barclays Stockbrokers, BestInvest, Charles Stanley Direct, Fidelity, Hargreaves Lansdown, Interactive Investor, The Share Centre and Willis Owen.

To find out more about any of these platforms, simply click on the links below. You will be taken to a third party website, and charges and terms and conditions will vary from company to company:

AJ Bell Youinvest
Alliance Trust Savings
Bestinvest
Cavendish Online
Charles Stanley Direct
Chelsea Financial
Fidelity FundsNetwork
Hargreaves Lansdown
Interactive Investor
James Hay
TD Direct
Telegraph Investor
The Share Centre
Trustnet Direct
Willis Owen

Investing with advice Advisers and stockbrokers

We are not authorised to give financial advice. We recommend that you speak to a stockbroker or independent financial adviser before investing.

To find a financial adviser close to your place of work or home, please visit: unbiased.co.uk or vouchedfor.co.uk. For stockbrokers in your area go to: pimfa.co.uk

Is Alliance Trust suitable for you?

Before investing, it is important to understand your personal attitude to investment risk – as well as the risks associated with any investments you are considering. Taking on some risk is often the price of achieving returns. If you are looking for investment growth, you cannot eliminate risk.

If you need help in understanding your personal level of investment risk – or of the Investment Trust’s suitability for your individual needs – please speak to an independent financial adviser.

Alliance Trust is an equity-based Investment Trust, and as such should be considered a long-term investment, with (like all equities) a recommended minimum investment timeframe of five years.

Before investing, please also read through the Alliance Trust Investor Disclosure Document, in particular the ‘Investment Risk’ section and our Legal and Regulatory Information.

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