We offer a comprehensive range of tax wrappers to meet your clients needs – for now and in the future. You can apply for the accounts below through the Advance by Embark Platform.
Your client is eligible for this account if they are:
The Advance Portfolio charge is a percentage charge based on the value of the assets under administration in the client’s Advance Portfolio.
For more information on our charges, take a look at our ‘Easy to understand charges – at a glance’.
As with all investments, there is some risk involved with the Advance Investment Account.
Keep your client’s account in check and up to date.
Taking money out of an account
You can arrange regular withdrawals monthly, quarterly, half-yearly or yearly. You can take one-off withdrawals from available cash in your clients account at any time.
Closing an account
If you, or your client, change your mind regarding the Investment Account, the account will be cancelled within 30 days of the customer receiving a cancellation notice. You can contact us by post at Advance Portfolio Team, PO Box 1200, Cheltenham, GL50 9UP or by email at email@example.com.
If your client passes away, we will hold any assets until instructed to sell.
Allows your clients to replace withdrawals taken out of their ISA, without the replacement contributions counting towards their ISA subscription.Learn More
Clients benefit from tax relief on their payments, benefits to their beneficiaries if they die and a choice about how and when they can take retirement benefits.Learn More
Tax efficient gifting between generations on the Junior stocks and shares ISA.Learn More
The addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.Learn More