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Alliance Trust PLC 125th Annual General Meeting

Alliance Trust PLC 125th Annual General Meeting. Alan Trotter Finance Director 3 May 2013. Alliance Trust – then and now. 2012 highlights. Financial performance. Regulatory Forward Radar. AIFMD – Alternative Investment Fund Managers Directive

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Alliance Trust PLC 125th Annual General Meeting

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  1. Alliance Trust PLC125th Annual General Meeting Alan TrotterFinance Director 3 May 2013

  2. Alliance Trust – then and now

  3. 2012 highlights

  4. Financial performance

  5. Regulatory Forward Radar • AIFMD – Alternative Investment Fund Managers Directive • 3MLD Review – 3rd Money Laundering Directive Review • CRD IV – Capital Requirements Directive IV • FATCA – Foreign Account Tax Compliance Act • COREP – Common Reporting • PRIPs – Packaged Retail Investment Products • MAD – Market Abuse Directive • MIFID II – Markets in Financial Instruments Directive II • RDR – Retail Distribution Review • CASS – Client Assets • EMIR – European Markets Infrastructure Regulations • UCITS – Undertakings for Collective Investment in Transferable Securities

  6. Alliance Trust Investments • Total assets under management and advice increased by 248% to £1.9bn • £1.2bn new business from Aviva Investors (August 2012)

  7. Alliance Trust Savings • Operating loss reduced to £0.4m • Non core disposals – Full SIPP (Jan 2013) and Small Self Administered Scheme (June 2012) businesses • Assets under administration £4.1bn with 74,231 customer accounts

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