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For Professional Advisers only

Due diligence

It’s all here – the documents you need to complete due diligence on the Advance by Embark platform, the Embark Platform, or the Horizon multi-asset fund range.

All you need to know about Embark Group

Whether you are considering working with us, or new to doing business with us, you will want to know as much as possible. Thankfully, we’re an open book! Download our Group due diligence guide to learn more.

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Ensuring our services are right for your clients

You need to be sure the platform or investments you’re recommending are right for your clients – we have what you need to hand. Select the due diligence guide you need from our options below:

For financial advisers

Download guide

For financial advisers

Download guide

For corporate & financial institutions

Download guide

Other helpful due diligence items

Here are some of the most popular items downloaded from our document libraries. Links to the full libraries for each proposition are also below.

Advance by Embark TOP THREE

Easy to understand charges
Advance brochure (adviser)
Key features: Advance Retirement Account

Embark Platform TOP THREE

Key features: Personal Pension Account
Key features: General Investment Account
Key features: Individual Savings Account

Embark Investments TOP THREE

Guide for investors
Performance since launch (Funds I-V)
Fund factsheet (Fund III)

Advance by Embark document library           Embark Platform document library           Embark Investments document library

Financial strength

Your clients want to know the institutions they’re investing with or through are financially robust.

Here are the latest financial strength reports from AKG for the Advance by Embark platform and the Embark Platform.

Advance by Embark           Embark Platform

Best Advice Systems: Where you can find us

You can find Advance by Embark on the following Best Advice Systems (also below: consultancies that have independently gathered information on Advance by Embark).

* Best Advice System