Frequently Asked Questions

How can I find out about Alliance Trust's performance?

You can find the latest performance of the Trust in the Shareholder Information pages of the website.

How do I buy shares in Alliance Trust?

Details on how to buy shares in the Trust can be found on the How to Invest page.

How do I contact you?

Full details of how to reach us can be found on the Contact Us page.

Where can I get advice?

At Alliance Trust we are not authorised to give financial advice. It is recommended that you speak to stock broker or an independent financial adviser before investing. To find a stock broker in your area please visit: www.thewma.co.uk. To find a financial adviser in your area, please visit: www.unbiased.co.uk

For any questions relating to Alliance Trust Investments or Alliance Trust Savings, please visit their websites by following the links below.

Alliance Trust Investments    Alliance Trust Savings

Can shares in Alliance Trust PLC be recommended by IFAs to ordinary shareholders?

Alliance Trust PLC currently conducts its affairs so that its shares can be recommended by IFAs to ordinary retail investors in accordance with the FCA's rules in relation to non-mainstream investment products and intends to continue to do so for the foreseeable future. The shares are excluded from the FCA's restrictions which apply to non-mainstream investment products because they are shares in an investment trust.

What is the SEDOL & ISIN number for shares?

The SEDOL number is B11V7W9 and the ISIN number for the new shares is GB00B11V7W98.

I have changed my name or address, who should I contact?

Change of address or name details for shares registered in your own name should be sent to the registrars.

Do you offer an ISA or regular savings plan?

Alliance Trust Savings administers ISAs and savings plans in which you can buy and hold shares in Alliance Trust PLC and any of our open ended funds.

How do I make a complaint?

Please click here to download our complaints handling guide for full details.

If I am unable to attend the AGM, can I appoint a proxy?

Yes, full details will be given in the Notice of Annual General Meeting, sent to shareholders prior to the meeting. There is also an online proxy voting service provided by our Registrars. Find more information on electronic shareholder communications.

Can I receive my Annual General Meeting documents electronically?

Yes. In order to register to receive your documentation electronically, you will need to access the Registrars' website. You will need your shareholder reference number, which can be found on your share certificate or dividend tax voucher. Please click here for further information about our electronic shareholder communications services.

Would I have to pay to attend an Alliance Trust AGM?

Alliance Trust believes that it is important that the private shareholder's voice is heard at its AGM and it enfranchises all the customers of Alliance Trust Savings (ATS) who hold investments in Alliance Trust PLC. This means that those who are both customers and investors in Alliance Trust are able to attend the AGM of Alliance Trust PLC and there is no charge to the investor. If you hold your shares through another nominee and they arrange for you to attend our AGM as their proxy we will not make a charge but the nominee may.

When is it likely that quarterly dividends will be paid?

Alliance Trust PLC will pay their dividends quarterly on or about the end of December, March, June and September.

How do I obtain a duplicate dividend tax voucher?

If you are a main registered shareholder, contact the registrars.

If you own the shares through Alliance Trust Savings, contact client services on 01382 573737 or send an e-mail to contact@alliancetrust.co.uk

Where can I find out more about Alliance Trust Investments?

Alliance Trust Investments is a specialist fund management business, which offers a range of products and services with a primary focus on sustainable equities and fixed income and is wholly owned subsidiary of Alliance Trust PLC. You can find out more about Alliance Trust Investments on their website.

Where can I find out more about Alliance Trust Savings?

Alliance Trust Savings is an award winning investment platform offering access to a wide range of investment opportunities and is wholly owned subsidiary of Alliance Trust PLC. You can find out more about Alliance Trust Savings on their website.







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