EBI Portfolios - Restricted vs Non Restricted

EBI provide 2 sets of charges and platform availability for their Earth range MPS portfolios in Synaptic Pathways. Each portfolio is entered twice to accommodate the Restricted and Non Restricted versions.

The restricted versions are cheaper and are linked to several platforms.

The non restricted versions are only linked to Aegon ARC and Fidelity as they do not permit the restricted funds on their platforms.

EBI use the open share classes for their portfolios instead.

 Platforms the restricted share classes are available on as of September 2023:

Abrdn

Aviva

MorningStar

M&G Wealth

Novia

Nucleus

Parmenion

Quilter

Scottish Widows

Transact

Wealthtime Select

7IM