Compare The Platform: Embark Platform

/Embark Platform

Embark Platform

The Embark platform is an open architecture, a retirement-focused platform for financial advisers and is designed to help unlock new, profitable client segments via easy to use and reliable technology. It offers a wide choice of investments and tax wrappers, managed on proven technology with transparent and competitive pricing.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther
Third Party Investment Account (TPIA) for Pension Trustees

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
Research, Tools and Information
Tools
Investment research, including fund research tools and factsheets. Information for Capital Gains Tax (CGT) calculations.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
GIA, ISA and JISA0.15%
SIPP (0-£150,000)0.25%
SIPP (£150,001-£500,000)0.225%
SIPP (£500,001-£1,000,000)0.20%
SIPP (£1,000,000+)0.15%
Stockbroker trading charge0.07% (min £7.50, max £120). £1 per trade for dealing within a discretionary portfolio.

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
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