On 28 October 2019 interactive investor, agreed the sale of Alliance Trust Savings’ adviser and partnership business to Embark Group (Embark). This included the Stocktrade service which is now provided by Embark.
Here you will find useful information on the move and what it means for you, and any retail clients who have accounts with Stocktrade.
Assets under admin
*All figures as at 10 May 2021.
Although your Stocktrade Service and your clients’ accounts have now moved to Embark, we need to you register with Embark. If you have not already done so, please:
Here you can find questions and answers on topics we think will be important to you. We will continue to update these so we encourage you to check back here regularly to get the very latest information.
Your service will continue essentially as it was before but will now be run on an updated version of the JHC Figaro platform. This will bring improvements in stability, efficiency and scalability of your service. It will also provide a more robust base from which Embark can develop for the future.
Your service should continue essentially as it is now. Your fees and charges will remain the same. If your fees and charges change in the future, we will give you notice of this in line with our Terms & Conditions.
If you decide you don’t want to accept Embark’s Terms of Service you are free to move to another provider. We require an instruction from your new provider to enable us to process a transfer.
Only Advisers/Agents who have not already done so are required to complete and return the registration form. If you are required to complete the form ATS will have signposted this in the letter you received from them.
You may only have been asked to read the new Terms and Conditions that will now apply.
If you have not returned the form you will be unable to access your clients accounts and this may affect your ability to support your clients. Signing up is straightforward and you can do so here.
If you can’t find the answer to a question you have here, we’re happy to help. We’re open from 8am to 5pm, excluding weekends and public holidays.
Phone: +44 (0) 131 240 0180
Post: Stocktrade, PO Box 164, 8 West Marketgait, Dundee, DD1 9YP
Lines are open Monday to Friday, 8am to 5pm, and calls may be recorded for training and monitoring purposes.
Investments can go down as well as up. You may get back less than you originally invested. This site is intended for Professional Clients only and should not be communicated to, or relied upon by Retail Investors.
Stocktrade is a trading name of Embark Investment Services Limited, a wholly owned subsidiary of Embark Group. You can find out more information at the Embark Group website or download our Group Due Diligence guide.