To Refer a Friend
- This one requires some offline work, I’m afraid. Download the referral form here.
- Fill out your details and pass it along to the friend you’d like to refer.
- Have them fill out the rest of the form.
- At this point they need to open an account online, and then post the form back to Alliance Trust (the address is on the form).
To Be Referred
- You’ll get a form to complete, your referring friend should have already filled out their own details.
- Open your account online at http://www.alliancetrustsavings.co.uk/.
- Post your completed form back to Alliance Trust, using the address on the form.
Referrer: £50 voucher
Friend: £25 voucher
Existing Account Required?: Yes
Maximum Referrals: Not specified.
If you’re an existing Alliance Trust Savings customer you can refer a friend to them, and, if they open an Investment Dealing Account, ISA or SIPP, you’ll get a £50 Marks & Spencer Voucher and they’ll get £25. The only requirement is that they trade through it within 120 days of account opening and return their completed ‘Refer a Friend’ leaflet.
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