ALLIANCE Trust Savings has successfully transferred the administration of over 4,200 Close Investments Limited (Close) ISAs, PEPs and share plan wrappers to its open architecture investment platform.
Close investors will now benefit from the greater versatility of Alliance Trust's industry-leading investment service that allows them to choose from more than 3,000 investments, as well as to trade online, by telephone or post. They will also have the opportunity to add to their investments by consolidating all their ISAs and legacy PEPs, as well as SIPPs and non tax-advantaged accounts on one platform with no annual plan charges, and to benefit from a wide range of customer-friendly portfolio management tools and features. Kelly O'Donnell, managing director - distribution, at Alliance...
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