How to invest

There are a number of ways in which you can invest in the trust. Shares can be bought and sold through a stockbroker, share shop or bank, or fund supermarket.

The administration of the Martin Currie FundsCircle savings plan, ISA and PEP was transferred to Alliance Trust Savings on 27 February 2006. Shareholder queries should now be directed to 01382 573737 for existing investors and 08000 326323 for new investors, or contact@alliancetrusts.co.uk

You can invest in the Investment Trusts we manage through wrappers from other suppliers. One of these is Alliance Trust Savings.
 
 
ISA CHANGES
Increase to the annual ISA allowance
Stocks and shares ISA allowance raised to £10,200
 
 



Online stockbroking services

A number of real-time execution-only stockbroking services on the internet allow you to trade online, manage your portfolio and buy UK listed shares. The trust's ticker symbol is MCP.



Online stockbrokers
Online stockbrokers
Barclays Stockbrokers
Stocktrade
Charles Stanley Fastrade
E-Trade
TD Waterhouse
 




Private client stockbrokers
If you have a large sum to invest, you may want to contact a private client stockbroker. They will manage your entire portfolio of shares and will advise you on your investments. If you would like to find a private client stockbroker, please visit the Association of Private Client Stockbrokers and Investment Managers at www.apcims.co.uk who will help you find the right stockbroker for your needs.



About broking services
Execution-only brokers normally earn commission on each deal, but discretionary and advisory brokers sometimes offer a fee-based service at a pre-arranged cost. Before approaching a stockbroker, always check that they are regulated by the Financial Services Authority, www.fsa.gov.uk.


Major shareholding
Major shareholders have a duty to inform their investment house if they have a notifiable interest. For more information visit the FSA website - 'Responsibility of major shareholders'.

TR-1 forms can be accessed here and once completed emailed to companysecretarialteam@martincurrie.com


Seeking advice
We are not authorised to advise you on any investment matter. If you are unsure about what to do and how to proceed you may want to consider getting expert advice. The AIC provide an online independent financial adviser finder tool. You can visit their website at www.theaic.co.uk.