insights.
Embark to acquire Zurich Retail Investment Platform and Zurich Investment Services
Nov 20, 2019
Embark Group has agreed to acquire Zurich’s Investment and Retail Platform business and its Authorised Corporate Director and Investment Management business, as it further increases its presence in the UK investment savings sector.
Read more
Getting to grips with SMCR
Nov 13, 2019
The Senior Managers and Certification Regime (SMCR) takes effect for FCA Solo Regulated Firms later this year, including advisers, and its reforms are wide-ranging.
Read more
Embark agrees to acquire the Adviser and Partnership businesses of Alliance Trust Savings
Oct 28, 2019
Embark Group has today agreed in principle to acquire the advised and partnership client books of Alliance Trust Savings (ATS) from interactive investor (II), for an undisclosed amount, further increasing Embark’s presence in the UK investment savings sector.
Read more
Suspension of the LF Woodford Equity Income Fund
Jun 05, 2019
As you no doubt would have heard, dealing in shares in the LF Woodford Equity Income Fund (a sub-fund of LF Woodford Investment Fund, an Investment Company with Variable Capital) (the “Fund”) have been suspended until further notice.
Read more
Aligning target customers to business model and platform selection
Jun 04, 2019
We are delighted to have commissioned Altus Consulting, a specialist consultant to firms in the Financial Services sector, to take a look at the needs and wants of the platform market and consider whether a simple platform is - Simply the best.
Read more
Important documents and handy guides
Oct 12, 2018
The new Embark platform is now open for business. Below you will find links to important documents and handy guides, showing you how to use the platform along with regulatory and sales materials and support materials to use with your clients.
Read moreBe the first to hear news and insights from Embark Platform
Our emails are designed to be topical and engaging, however if you don’t like what we send, you can unsubscribe at any time. We promise never to pass your details on to a third party.