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Our General Investment Account (GIA) allows clients to save and invest in a wide range of funds, with the option to take an income from the account.
Our General Investment Account (GIA) is built with a range of key features to support you and your clients:- A wide range of investment options to suit various levels of investor experience and attitude to risk.
- Capital Gains Tax calculator - to support you in understanding potential tax implications for your clients, making it easier for you to give recommendations based on their circumstances.
- A competitive tiered charging structure of 0.27% up to £700k and 0.125% over £700k.
- Access to a full suite of reports designed to improve business efficiency and support conversations with clients.
- Easy, online access for clients via our customer portal, My LV=, so they can see how their investments are performing and manage their details 24/7 online.
- Re-registration of assets – if your client holds similar assets in another General Investment Account that are also available within ours, those assets can be re-registered when they transfer.
Important Information
Here are some important things you should know about our General Investment Account:
- Income is eligible for income tax.
- Capital Gains Tax may be applied in some situations.
- Embark Investment Services Limited is the provider of the General Investment Account.
- The value of your client's account depends on the performance of the investments. The value of these investments, and therefore the account, can go down as well as up and your client may get back less than they originally invested.
Around 5,000 Mutual Funds and 3,000 Exchange-Traded Investments
Model Portfolio Solutions (MPS)
Important documents
Other products and services
Contact our Business Development Team
Speak to a business development manager to get a live and tailored demo of the platform.
Find your Business Development Manager now.
Or email [email protected]
Technical support
For customer and technical support please contact our Customer Experience team on:
Call: 0800 032 9357 or Email: [email protected]
For TextDirect: first dial 18001
Lines are open 9am - 5pm Monday to Friday. Calls may be monitored and/or recorded for training and audit purposes.