Securities Trust
of Scotland plc

How to invest

There are a number of ways in which you can buy and hold shares in Securities Trust of Scotland. 

1. Independent financial advisers

An increasing number of independent financial advisers are including investment trusts within their investment recommendation for clients. To find an adviser who recommends on investment trusts, visit www.unbiased.co.uk.

2. Private client stockbrokers

If you have a large sum to invest, you may want to contact a private client stockbroker. They can manage your entire portfolio of shares and will advise you on your investments.
Finding a private client stockbroker
Visit the Association of Private Client stockbrokers and investment managers: www.apcims.co.uk  

3. Alliance Trust Savings (ATS)

ATS provides products to UK private investors, including Stocks and Share ISA and SIPPs.
Their website has a research centre to help you make investment decisions.
Their trading system i.nvest allows you to invest online, by phone or by mail.

UK residents can invest in Securities Trust of Scotland shares in the following ATS products:

4. Capita Registrars

You can also buy and sell shares directly by calling the Capita dealing team on 0870 458 4577.

 To change your address, request tax vouchers or obtain an up-to-date valuation of your share holding please contact Capita Registrars on 0871 664 0300 (calls cost 10p per minute plus network extras, lines are open 8.30am-5.30pm Mon-Fri).

Alternatively log on to www.capitaregistrars.com and register on the share portal to access full information on your holding.

5. 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:
Tel: 0845 606 9966
www.fsa.gov.uk/pages/register
Email: register @ fsa.gov.uk

6. Online stockbroking services

A number of real-time execution-only stockbroking services allow you to trade online, manage your portfolio and buy UK listed shares.
These sites do not give you advice, they simply allow you to trade.

Many websites ask for a stock exchange ticker code to identify individual companies, which for Securities Trust of Scotland is STS (or STS.L if the site allows dealing in international equities).

Sites include: