Registering with Embark Platform now confirms to us that you accept the upcoming move of your clients’ Accounts on their behalf. It also means we can set you up in advance, so you’ll be ready to continue serving them from day one.
Download the Embark Adviser Firm Application Form here and complete for your Firm.
Sign, scan and email the completed form to salesATS@embarkplatform.co.uk. We will make all the necessary arrangements from there and then let you know when you’re ready to go on the Embark Platform.
If you have questions about or need support with the registration process, please email us at firstname.lastname@example.org or call us on 08000 326 323. Lines are open 8am to 5pm Monday to Friday and calls may be recorded for training and monitoring purposes.
We understand you will want to complete your own assessment of whether Embark Platform is right for you and your clients. Get information to help with that now.