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Welcome to the Embark platform

Visit your literature library to find useful information and user guides.

Literature library

Embark Platform

The Embark Platform offers access to a Personal Pension, Junior Pension, Stocks and Shares ISA, Junior Stocks and Shares ISA, General Investment Account (GIA) and a Third-Party Investment Account (TPIA).

Based on market leading FNZ technology the platform has high levels of automation with no wet signatures required.*

Around 5,000 mutual funds are available from more than 100 fund managers as well as a wide range of listed stocks, shares, ETFs and Investment Trusts via a fully integrated dealing solution.

*Unless required by a third party.

The Embark Platform offers you:

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Choice

There is a range of investment accounts that can help you to be better prepared for the future. Whether you are in need of straight forward pension savings options or the ability to save into an ISA each year, our range of accounts can help you achieve your savings and retirement goals.

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Efficiency

Most of the transactions your adviser will make on your behalf can be done electronically, without you needing to sign paperwork. Transactions are then processed via the platform without requiring manual intervention by us. You can see the transactions in your document library in your online account.

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Confidence

Our investments and tax wrappers are only available through your financial adviser, who will ensure they are suitable for your needs. Retirement and investment planning can be complex, so we want to make sure you don’t take unintentional risk.

 

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Value

Our platform is operationally efficient, achieved via straight through processing. We pass on the benefits of this efficiency to you with market leading pricing. This means that less is taken from your funds in charges, and your fund could grow more quickly.

Further information

Are you new to the Embark Platform or would you like to find out more about our platform and products?

Visit your literature library to find useful information and user guides. It includes links to our client platform guide, terms and conditions and product documents.

If you don’t have a financial adviser

If you don’t have an adviser, you can find one in your area by visiting www.unbiased.co.uk and reading reviews of financial advisers by visiting www.vouchedfor.co.uk. Embark Platform is not responsible for the content of external websites. Bear in mind, you might be charged for any financial advice you receive.

Avoid pensions scams. Don’t let a scammer enjoy your retirement. Be ScamSmart and visit our ‘Being Aware to Pensions Scams or go to fca.org.uk/scamsmart to find out more. If you suspect a scam, report it to Action Fraud, see below.

ActionFraud

Please help us ensure your safety by remaining vigilant. We want to keep you safe. Fraudsters are taking advantage of the worry and uncertainty being caused by coronavirus. It could be easy to let your guard slip, but keeping your money safe and secure really is more important than ever. Be wary of unsolicited 3rd parties and do not be rushed into making decisions without taking appropriate advice.

If you have been a victim of fraud please contact the Police or Action Fraud.

Any questions?

If  you have any questions please ask your financial adviser. Alternatively contact us.

About Embark Group

Embark Group is a fast growing, diversified, financial services business. You can find out more information at the Embark Group website.

£36.2bn↑

Assets under admin

360,000

Individual clients

430,000

Individual accounts

7

Locations nationwide

*All figures as at June 2022.

Embark Platform is a trading name of Embark Investment Services Limited (EISL) which is a wholly owned subsidiary of Embark Group, a company incorporated in England and Wales (company number 09955930). Embark Investment Services Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 737356). Registered office: 100 Cannon Street, London, EC4N 6EU.

Embark Platform does not give investment advice or recommendations in respect of any product or fund range. Nothing contained within this website should be construed as the giving of investment advice or a recommendation to invest.

Please note that past performance is not necessarily a guide to future performance and the value of investments (and any income from them) can go down, so an investor may get back less than the amount invested. No guarantee is given for the performance of any of the funds.

We recommend you speak to your financial adviser before making a decision.