Alliance Trust Savings

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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