Frequently Asked Questions

You can find out more on our performance in our latest factsheet or on our Price and Performance page.

Details on how to buy shares in the Trust can be found on our How to Buy page.

You will find our email address, address and phone number on the Contact Us page.

Please note that calls made, and emails sent to the Company are managed by the Company Secretary, Juniper Partners Limited (www.junipartners.com).

Alliance Witan is not authorised to give financial or investment advice. If you are considering buying Alliance Witan PLC shares, but are uncertain about how to do it, we recommend you speak to an independent financial adviser or stockbroker.

To find a financial adviser in your area, please visit: unbiased.co.uk or vouchedfor.co.uk. To find a stockbroker in your area please visit: pimfa.co.uk

Yes. Alliance Witan PLC currently conducts its affairs so that its shares can be recommended by IFAs to ordinary retail investors in accordance with the FCA’s rules in relation to non-mainstream investment products, and intends to continue to do so for the foreseeable future. The shares are excluded from the FCA’s restrictions which apply to non-mainstream investment products, because they are shares in an Investment Trust.

The SEDOL number is B11V7W9 and the ISIN number for shares is GB00B11V7W98.

Any change of address or name details for shares registered in your own name should be sent to the Registrars as soon as possible:

Computershare Investor Services PLC
Edinburgh House
4 North St Andrew Street
Edinburgh
EH2 1HJ

Alliance Witan has appointed Georgeson (a trading name of Computershare Investor Services PLC, the Registrars of Alliance Witan) to complete a tracing and engagement exercise with the aim of locating lost or unengaged shareholders in the Company. Should you receive a letter from Georgeson, you may contact them on 0800 408 0093 or email them at assetreunification@georgeson.com for further information.

No. We do not offer these ourselves. You can, however, buy and hold our shares in an ISA or other investment wrapper offered by a number of investment platforms.

If you have a complaint, please call us on 01382 938320 between 9am-5pm, Monday to Friday. We will do our best to resolve your issue as soon as possible. Alternatively, you can email us at investor@alliancewitan.com or write to us at:

River Court
5 West Victoria Dock Road
Dundee
DD1 3JT

Alliance Witan’s Board has designed a unique structure to achieve its investment goals. The Alliance Witan Board has appointed Towers Watson Investment Management Limited (TWIM) as its Alternative Investment Fund Manager (AIFM). TWIM is part of Willis Towers Watson plc. On this website we refer to TWIM as ‘Willis Towers Watson’ or ‘WTW’.

Willis Towers Watson is responsible for setting the overall investment direction for the Trust and supervising the Trust’s 11 best-in-class* equity managers. Most of these managers are not accessible to individual investors in the UK.

Craig Baker, Global Chief Investment Officer at Willis Towers Watson, chairs the Investment Committee that manages the Alliance Witan portfolio. The Investment Committee is responsible for the implementation of Alliance Witan’s investment proposition on behalf of WTW. 

* As rated by Willis Towers Watson.

Our Investment Manager, WTW, operates a multi-manager approach and has selected 11 best-in-class* equity managers from around the world. Each is responsible for a part of the overall portfolio, investing only in their best ideas. Most of these managers are not otherwise accessible to individual investors in the UK.

*As rated by Willis Towers Watson.

You will find more information on our Investment Manager, WTW, and the 11 equity managers by following the websites below:

Alliance Witan PLC pays its dividends quarterly on or about the end of December, March, June and September. 

If you are a named shareholder, you can do this simply by contacting the Registrars.

If you own the shares through Interactive Investor (ii), please contact them directly on 0345 607 6001.

Yes you can. Full details will be given in the Notice of Annual General Meeting, which we send to shareholders ahead of the meeting. There is also a convenient online proxy voting service provided by our Registrars. Find more information on electronic shareholder communications.

Yes you can. To do this, you will need to access the Registrars' website. Please have your shareholder reference number to hand, which you can find on your share certificate and dividend tax voucher. Please click here for further information about our electronic shareholder communications services.

Definitely not. We believe it’s really important that the private shareholder's voice is heard at the AGM. So there is no cost for attending if the shares are registered in your own name.

If you hold your Alliance Witan shares through a nominee and they arrange for you to attend our AGM as their proxy, we will not make a charge but the nominee may.

To find out more about the merger and the reasons behind it, you can view this press release or the LSE announcement.

The merger allows our investors to benefit from our combined scale and experience. But you can find much more detail in this video from the Chair of Witan, Andrew Ross, and Alliance Trust’s Dean Buckley as they discuss the benefits for shareholders.

Please see Shareholder Circular and Q&A for more information or feel free to send us a message using the form on our contact us page. Or you can email us directly at investor@alliancewitan.com

Please see Shareholder Circular and Q&A or visit our Dividends page for more information on the policy.

This will stay exactly as it is - Alliance Witan will keep Alliance Trust's historical performance.

Please see Shareholder Circular and Q&A for more information.