WELCOME TO THE EMBARK PLATFORM

For financial advisers

WELCOME TO THE EMBARK PLATFORM

WITH US, YOU CAN EXPECT:

We’ve been a best kept secret for many as we quietly went about building our business. However, now that we are the UK’s fastest growing digital platform, we think it’s time we make ourselves known.

We are a company with a clear purpose – Deliver and Disrupt. Deliver a low cost, high value platform that makes the industry stop and think.

Premium FNZ technology without the price tag: Our platform is one of the

newest on the market, giving you access to market-leading state of the art FNZ

technology, but at a lower cost than that of our competitors.

Automation that works: Your time is money, so we won’t waste it. With over

50 automated processes and no wet signatures required, you can spend more

time building your business instead of filling out forms.

Strength in numbers: We’re part of the Embark Group a large scale, sustainable

business with deep expertise backed by some of the largest investment institutions

in the world including BlackRock.

Pensions power: The Embark Group set out in 2013 to change the UK pensions

savings market and that’s exactly what we are doing. In addition to serving the

advised market, we also power pensions for several well-known brands including

RBS Coutts, Standard Life, BestInvest and Nutmeg.

Unbiased investment choice: We won’t try to influence what you sell. While we

have over 8,000+ investments options and are backed by some of the world’s

largest investment managers, the choice is yours and yours only.

Fully committed to the intermediated channel: We only focus on the advised and

institutional markets and our mission is simple: to enable you and your clients to

efficiently and cost-effectively manage your portfolios. You can always be confident

that your business matters to us. When you’re happy, we’re happy.

100% INDEPENDENT

£33bn ASSETS UNDER ADMINISTRATION

300,000 INDIVIDUAL CLIENTS

9 LOCATIONS NATIONWIDE

Units shown as percentage (%).

These price comparisons are based on publicly-available information as of 20 December 2019 for standard rates on provider websites as compiled by the lang cat. You should check with each provider for the detail of all their charges, which may be subject to change. Underlying investment costs (for example, the ongoing fees paid to fund managers) and drawdown charges are excluded.

We assume portfolios are invested in unit trusts and OEICs and the figures do not allow for any investment returns.

We think that’s a refreshing change. Don’t you?

And, we’re not afraid to go about things differently in terms of how we think, how we act or even how we look. With us, you can be assured there’s no gimmicks or false pretences. We’re simply a platform that says it like it is, and does what it says.

A better deal: Our numbers speak for themselves. We offer great value for all clients, not just those at the higher end.

Portfolio size £20k £50k £100k £150k £250k £500k £750k £1m £2.5m

The Aegon Platform 0.29 0.29 0.29 0.28 0.27 0.25 0.22 0.20 0.08

Aegon Retirement Choices (ARC) 0.60 0.58 0.54 0.51 0.49 0.24 0.16 0.12 0.05

AJ Bell Investcentre 0.20 0.20 0.20 0.20 0.20 0.20 0.20 0.20 0.13

Aviva Platform 0.25 0.25 0.25 0.25 0.25 0.23 0.20 0.19 0.17

Embark Platform 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15

FundsNetwork 0.48 0.34 0.30 0.28 0.27 0.26 0.26 0.25 0.25

James Hay MiPlan 1.17 0.62 0.43 0.37 0.25 0.23 0.21 0.19 0.09

Nucleus 0.35 0.35 0.35 0.35 0.35 0.35 0.29 0.26 0.13

Old Mutual Wealth 0.50 0.42 0.39 0.36 0.33 0.32 0.29 0.28 0.20

Standard Life Wrap 0.40 0.40 0.40 0.38 0.37 0.33 0.31 0.27 0.17

Transact 0.56 0.52 0.30 0.30 0.29 0.29 0.27 0.25 0.15

Portfolio size £50k £100k £150k £250k £500k £750k £1m £2.5m

The Aegon Platform 0.29 0.29 0.28 0.27 0.25 0.22 0.20 0.08

Aegon Retirement Choices (ARC) 0.58 0.54 0.51 0.49 0.24 0.16 0.12 0.05

AJ Bell Investcentre (SIPP) 0.68 0.44 0.36 0.20 0.20 0.20 0.20 0.13

AJ Bell Investcentre (RIA) 0.25 0.25 0.25 0.25 0.25 0.23 0.23 0.21

Aviva Platform 0.38 0.36 0.36 0.36 0.28 0.24 0.22 0.18

Embark Platform 0.25 0.25 0.25 0.24 0.23 0.22 0.22 0.18

FundsNetwork 0.34 0.30 0.28 0.27 0.26 0.26 0.25 0.25

James Hay MiPlan 0.62 0.50 0.43 0.37 0.25 0.23 0.19 0.09

Nucleus 0.35 0.35 0.35 0.35 0.35 0.29 0.26 0.13

Old Mutual Wealth 0.42 0.39 0.36 0.33 0.32 0.29 0.28 0.20

Standard Life Wrap 0.55 0.55 0.53 0.52 0.48 0.46 0.42 0.32

Standard Life Wrap (Core) 0.45 0.45 0.43 0.42 0.38 0.36 0.32 0.22

Transact 0.66 0.37 0.34 0.32 0.31 0.28 0.26 0.15

ISA/GIA SIPP

If you are interested in finding out how you and your clients can benefit from working with us, get in touch.

salesATS@embarkplatform.co.uk

embarkplatform.co.uk

READY FOR A CHANGE?

Embark platform is a trading name of Embark Investment Services Limited, 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: 7th Floor, 100 Cannon Street, London EC4N 6EU.