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WHY PAY MORE?


We charge flat Account fees. So, as your investments grow, your Account fees won’t. We think that’s only fair.


Flat fees can be great value at larger portfolio sizes. That’s why the comparisons start at £50,000. The tables show the annual costs of holding your investments with Alliance Trust Savings, compared to some of our competitors who charge based on the value of your investments.


About the comparisons:


• The comparisons are of the main Account fee or platform custody charge, including any annual product charges.


• For each Platform we include the cost of four trades, other dealing and service charges are excluded. You should check with each provider for the detail of all their charges. For Alliance Trust Savings you can find this in our Charges Guide at alliancetrustsavings.co.uk.


• Underlying investment costs (for example the ongoing fees you’ll pay a fund manager) are also excluded and the figures we give do not reflect investment returns. We assume portfolios are invested in unit trusts and OEICs and values stay the same throughout the year.


• The charges figures used for comparison were sourced by the lang cat from each provider’s website as at 15 August 2018. Charges may be subject to change in the future.


• Competitors selected for comparison are direct to customer platforms offering both ISA and SIPP accounts, and charging percentage based Account fees.


SIPP Account Portfolio size


AJ Bell Youinvest


Alliance Trust Savings Bestinvest


Fidelity Personal Investing Hargreaves Lansdown


ISA Account Portfolio size


AJ Bell Youinvest


Alliance Trust Savings Bestinvest


Fidelity Personal Investing Hargreaves Lansdown


£50,000 £131 £252 £150 £175 £225


£100,000 £256 £252 £300 £350 £450


£250,000 £631 £252 £750 £500


£1,125


£500,000 £1,000,000 £881 £252


£1,381 £252


£1,250 £1,000 £1,750


£2,250 £2,000 £3,000


£50,000 £131 £120 £200 £175 £225


£100,000 £256 £120 £400 £350 £450


£250,000 £631 £120


£1,000 £500


£1,125


£500,000 £1,000,000 £881 £120


£1,381 £120


£1,500 £1,000 £1,750


£2,500 £2,000 £3,000


Please remember that the value of your investments and any income from them can go down as well as up and you may get back less than the amount originally invested. If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice.


If you are looking to consolidate or simply want to get more for your money, take advantage of the flat fee difference today. Visit alliancetrustsavings.co.uk or call 0800 028 1974.


Alliance Trust Savings Limited is a subsidiary of Alliance Trust PLC and is registered in Scotland No. SC 98767, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, firm reference number 116115. Alliance Trust Savings gives no financial or investment advice. Calls may be recorded for training and monitoring purposes.


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