Charges and fees

Here are all the relevant charges and fees relating to our SIPP account.

Charges and Fees for the SIPP Account

Our Account charges cover the basic ongoing cost to us of managing an Account for you, for example, maintaining records, custody of your investments, preparing information we send to you and making reports to the relevant parties.

Please remember 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 you originally invested.

Before you choose a SIPP, make sure you understand its aims and risks. If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice. Alliance Trust does not give advice.

A SIPP requires active management and investment expertise. You should make sure you review your investments regularly. You normally cannot take an income from your pension until age 55.

Charges may be subject to change in the future.

Investment charges

As well as our charges and fees, you will also pay a charge for your investments to the fund provider or investment trust.

For funds (OEICs, Unit Trusts, ETFs and Investment Trusts) the details are in the Key Investor Information Document (KIID)/Key Information Document (KID).

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