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Alliance Trust Advisers

Alliance Trust Advisers is their adviser platform offering which combines flexible flat fee charging with support tools and process efficiencies.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther
Junior GIA

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
Research, Tools and Information
Tools
A range of tools from Morningstar, Distribution Technology risk profiling tool (coming soon), model portfolio management.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
GIA£225 / year (Inclusive Account). £120 / year (Standard Account).
ISA£225 / year (Inclusive Account). £120 / year (Standard Account).
Junior ISA£40 / year (Standard Account only).
SIPP£350 / year (Inclusive Account). £210 + VAT / year (Standard Account).
Child SIPP£80 +VAT / year (Standard Account only).
Funds/ Exchange-traded instruments£9.99 / trade (Standard Account. 4 trades free each year). £6.25 / trade (Inclusive Account. First 35 trades each year are included in the account charge).

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Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
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