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Sterling Accounts

Some of your clients may still be paying into accounts no longer available to new business

The Sterling Accounts have now moved to Embark Platform, and information on these accounts can be accessed on the Embark Platform website.

More details about the move can be found here.

 

Helpful tools and information

Access to fund factsheets have moved to the Embark Platform website. Click here to see these.

TAX WRAPPERS

Choose from a comprehensive range to meet your clients’ needs.

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PROTECTING YOUR CLIENTS’ PORTFOLIO

The addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.

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TRUSTS

As the UK demographic changes, a greater proportion of private wealth is held by those clients approaching or at retirement.

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PLATFORM UPDATES

From launching new products to making changes to support you through the most recent regulatory change.

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OUR PLATFORM TOOLS

Access to a range of independent tools from EV and Financial Express.

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EXPERT GUIDANCE IN FUND SELECTION

Let our impartial fund research specialists help you assess and select the right funds for your client.

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