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Investment Account

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.

  • The account provides access to a wide range of assets, giving savings the potential for capital growth and income.
  • Provides your client with a flexible means of investing and accessing their money.

Eligibility

Your client is eligible for this account if they are:

  • Are aged 18 years or over.
  • Are a resident in the UK and have been for at least the last 6 months (for tax purposes).

Charging

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’.

The risks

As with all investments, there is some risk involved with the Advance Investment Account.

  • The value of the account may go down – and your client may get back less than they invested.
  • The level of risk and potential performance depends on the assets invested in.
  • Changes to tax legislation may affect the tax benefits of the account.
  • Charges may increase in future.

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 portfolioteam@embarkadvance.co.uk.

If your client passes away, we will hold any assets until instructed to sell.

Your clients have access to a range of investment options, including:

  • mutual funds;
  • model portfolios;
  • investment advisers (DFMs);
  • cash; and
  • through our Horizon funds

Read our investment options

For supporting documents please view our document library.

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Stock and shares ISA & Cash ISA

Allows your clients to replace withdrawals taken out of their ISA, without the replacement contributions counting towards their ISA subscription.

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Retirement account

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.

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Investment account - image

Investment account

Access to a wide range of assets, giving savings the potential for capital growth and income, as well as providing a flexible means of investing and accessing money.

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Junior stocks and shares ISA - image

Junior stocks and shares ISA

Tax efficient gifting between generations on the Junior stocks and shares ISA.

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Junior retirement account

Tax relief on contributions to the Junior Retirement Account.

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Cash Account

The Advance Cash Account is opened automatically when an Advance Portfolio is opened.

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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 EValue and Financial Express.
 

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