Advance by Embark

Advance by Embark is the former Zurich Intermediary Platform, which was purchased by Embark in 2020. Advance by Embark is the retail platform for the Embark group.

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Available products & Wrappers

General Investments	ISAs	JISAs	Pensions & SIPPS	Junior Pensions & SIPPS	Onshore bonds	Offshore bonds	Other

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

				UK

Research, Tools and Information

Tools and data

Lifestyle planning tools and calculators, IHT advisor tool, PGT calculator, mobile app, portfolio management/analysis tool, medical evidence tool, reports and a risk tool.

Table of charges

	PLATFORM CHARGES	PRODUCT CHARGES	OTHER CHARGES
Funds/Exchange-traded instruments (0-£99,999)	0.35%
Funds/Exchange-traded instruments (£100,000-£249,999)	0.30%
Funds/Exchange-traded instruments (£250,000-£499,999)	0.25%
Funds/Exchange-traded instruments (£500,000+)	0.10%
SIPP/JSIPP admin fee		£75 / year
Exchange-traded instruments			£10.50 / trade (0.05% if over £25,000)

Compare the Platform Says

Products & Wrappers	Investments	Research & Guidance	Charges	OVERALL SERVICE
3.0	3.0	3.0	3.0	3.0