Below you will find links to regulatory documents and sales materials for advisers, clients and discretionary managers. Should you have any questions, please contact the Service team via email at firstname.lastname@example.org or call 0330 024 2345.
There is a live chat facility built into every page of the Embark platform, which means help is just a few clicks away. This service is available during business hours, every weekday (excluding bank holidays).
Alternatively, you can call our Service team on 0330 024 2345 between 9.00am and 5.00pm, Monday to Friday.
Our step-by-step guides will walk you through the basic processes on the Embark platform.
For access to independent data relating to the Embark Platform you may contact O&M Profiler. To gain access to this resource please speak to your usual contact at Embark.