Alliance Trust Online
We have designed an easy to use Online Share Dealing Service, currently available for our Select Products; this allows you and your clients to manage their Select investments online at times convenient to you.
We are developing this facility for the Full SIPP.
We will send you a secure Personal ID and PIN number so you can securely login and view up-to-date information on each of your clients' individual plans. What’s more, if we receive authority from your clients to do so, you may be able to trade and open Plans on their behalf. Your clients will also receive their own Personal ID and PIN so they can manage their Plans online too.
| Benefit | Available for the Adviser | Available for the Customer |
| View up-to-date valuations at any time online | √ |
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| Buy and sell shares online when the market is open | √* |
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| Place a ‘market order’ when the market is closed for trading the following day | √* |
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| Place a ‘limit order’ to buy or sell a security when the price reaches a certain level | √* |
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| View Transaction histories | √ |
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| Manage clients personal details (i.e. change address) | X |
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| Apply for a Plan online on behalf of the client | √ |
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| Comprehensive Research Tools | √ |
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*We need authority from each of your clients before you can do this on their behalf.
Click here to log in to our Alliance Trust On Line services. If you do not currently have Personal ID and PIN, please contact your Business Development Manager.
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Pension Illustration Service
Our secure Pension Illustration Service is available online through our Adviser Centre. It is quick and easy to use and you can instantly produce, save and print Full SIPP Illustrations.
Once you login, our system automatically associates you with the company you work for and personalises the illustrations produced accordingly so that they reflect the correct charges and commission for your company. You can:
- produce illustrations for new Plans (including both contributions and transfers)
- produce ASP and USP Illustrations
- save, retrieve and edit previous illustrations
- register multiple users within your office to use the service.
If you are not a financial adviser please return to the customer section of our website by clicking here now.