Alliance Trust Alliance Stocks & Shares Junior ISA
Full product details for the Alliance Trust Alliance Stocks & Shares Junior ISA savings account, including application criteria, introductory rates, rates, isas, children's savings, over 50s isas, account access, account management, fees & charges, business accounts and structured investment plan.
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Alliance Trust Alliance Stocks & Shares Junior ISA Features & Benefits
| Account Type | Junior Investment ISA | |
| Minimum Monthly Investment | £50 | The minimum monthly premium is £50.00. Quarterly subscriptions of £150 may also be made. |
| Minimum Lump Sum Stocks & Shares ISA Investment | £50 | The minimum investment is £50.00. |
| Number of Investment Funds | 1,400 funds | Investors can choose to invest in UK investment trusts, other UK listed equities, UK government gilts (over 5 years to maturity), Convertibles, debentures and loan stocks, fixed interest securities, preference stocks, Exchange Traded Funds (ETFs) and funds (open ended investment companies (OEICS), unit trusts and life funds) through Alliance Trusts Fund Supermarket. |
| Shares | yes | Direct investment in shares is available, but only if they are listed on the London Stock Exchange. It excludes shares listed on AIM, those not quoted in sterling, those that cannot be settled by CREST and those that are not ISA eligible. |
| ISA Initial Charge | 0% | There is no product initial charge. |
| ISA Annual Fee | £25 | There is an annual fee of £25+VAT |
| ISA Transfer In Fee | no | There is no transfer in fee. However, if a stocks and shares ISA has not already been opened £50 of any transfer value will be allocated to investment in the Alliance Trust. Also, any transfers for the investment of cash will be subject to cash transaction charges. |
| ISA Transfer Out Fee | £50 | There is transfer out fee of £50+VAT, plus any sale/investment transfer charges. |
| Minimum Initial Investment | £50 | 50 |
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