
Before downloading the application or transfer form, please ensure you have read and retained the Contractual Terms (PDF 190k).
Key Features Document (PDF 80k)
Interest Rates Table (PDF 30k)
Table of Charges (PDF 50k)
List of Funds (PDF 500k)
Terms and Conditions (PDF 200k)
Key Features of Income Withdrawal (PDF 100k)
Taking Pension Benefits Guide (PDF 250k)
List of Stocks and Shares (PDF 655k)
Application Form (PDF 60k)
Investment Instruction Form (PDF 50k)
Transfer In Form (PDF 50k)
Transfer in of Employee Shares form (PDF 50k)
Third Party Authority Form (PDF 165k)
All completed forms should be returned to:
Alliance Trust Savings Ltd
PO Box 164
8 West Marketgait
Dundee
DD1 9YP.
Annuity Purchase Form (PDF 270k)
Trust Deed (PDF 850k)
Rules Document (PDF 650k)
Alliance Trust Savings Handbook (PDF 670k)
Alliance Trust Savings Sales Guide (PDF 600k)
Conflicts of Interest Policy (PDF 170k)
Complaints Handling Procedure (PDF 400k)
Order Handling Policy (PDF 400k)
Investor Protection and the Financial Services Compensation Scheme (PDF 110k)
If you are not a financial adviser please return to the client section of our website by clicking here now.


