LV= and Embark announce platform partnership to broaden adviser access to LV=’s smoothed managed fund range

15 February 2022

LV= and Embark Group (Embark) are at advanced stages in the development of launching a new LV= branded service that will enable advisers to trade the LV= Smoothed Managed Investment Fund (SMF)* range on Embark’s award-winning platform technology.

Expected to be ready for launch in the second half of 2022, this new service option from LV= will be accessible through an upgraded online adviser portal, integrated into one service alongside LV=’s current SIPP. It will also support direct access for advisers’ customers available through LV=’s new digital ‘My LV=’ portal.

As an LV= branded service, advisers will benefit from Embark’s full investment transactional functionality with a choice of SIPP, ISA and General Investment Account wrappers, enabling easy access to investing into the Smoothed Managed Funds range alongside their full range of fund options.

Source: LV=
Multiple reports with cicle diagram and text

About Exelerating

The Exelerating platform helps you to gain relevant insights into € 6,000+ billion of European institutional assets. We do this by tracking and analysing thousands of public sources of data.

Learn more