Act now to make the move to Embark as smooth as possible for you and your clients. If you haven’t already signed up to Embark platform’s Terms of Business, do so today. Sign up
With the move to Embark fast approaching, be sure to watch your inbox for important updates about the refreshing changes coming your way and what you can expect. You can also visit our Refreshing Change information hub for the very latest information. Go to hub
DO WHAT'S RIGHT FOR YOUR CLIENTS.
AND YOUR BUSINESS.
We charge flat Account fees, so your client pays less at larger Account sizes compared to our percentage fee charging peers. You both get ‘like for like’ functionality. Through genuine choice and flexibility, we help you balance suitability with business efficiency. We facilitate your investment strategy. We don’t push our own. And everything is backed by practical support and 24/7 access online.
It’s clear. It’s compelling.
The choice is Alliance Trust Savings.
WITH ALLIANCE TRUST SAVINGS, YOU'LL BENEFIT FROM
We’re the only platform in the advised market that charges based on flat Account fees. Other charges may apply.
“More than ever before, the overall cost of an investment proposition is crucial because clients and advisers are acutely aware of the detrimental effect that unnecessarily high charges have on long-term returns. We are primarily attracted to Alliance Trust Savings as a platform because they have been at the forefront of the fixed fee movement. Not only does this mean costs are extremely competitive, it also means they are transparent.
A platform’s ease of use is essential for adviser firms. Some platforms are unnecessarily complicated; we have found Alliance Trust’s user journey to be instinctive and straight-forward.”
Missing the signs that a client might be vulnerable isn’t something any adviser wants, and with the FCA recently closing a consultation on the fair treatment of vulnerable clients1 it’s an issue of sharpening regulatory focus too.