Cookie Settings

Embark Group continues to monitor the Coronavirus to support our clients and ensure the safety of our employees. For more information, tools and resources please visit our COVID-19 page.

Products closed to new business

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

If you or your clients wish to make changes to an existing policy, the table and documents below will enable you to see what options you have. Get in touch – contact your Advance Account Manager or you can call us on 0370 242 5597.

Plan enquiry
Account
Additional Payments
Switch Funds
Stop/Start Withdrawals
Re-registration to another platform
Sterling Investment Account
Additional Payments: Yes

Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions
Switch Funds: Yes
Stop/Start Withdrawals: Yes
Re-registration to another platform: Yes

Whole Accounts only. Once re-registered will close and any death benefit will cease.
Sterling ISA
Additional Payments: Yes

Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions
Switch Funds: Yes
Stop/Start Withdrawals: Yes
Re-registration to another platform: Yes

Document library

Wealth products closed to new business

Helpful tools and information

A guide to Sterling Panel Funds.

Download guide

TOOL - image

TOOL

Sterling Panel fund fact sheets

Learn More
TOOL - image

TOOL

Wider market fund fact sheets

Learn More
TOOL - image

TOOL

Combined Sterling and wider market fund fact sheets

Learn More

TAX WRAPPERS

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

Learn More

PROTECTING YOUR CLIENTS’ PORTFOLIO

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

Learn More

TRUSTS

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

Learn More

PLATFORM UPDATES

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

Learn More

OUR PLATFORM TOOLS

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

Learn More
 - image