ABERDEEN PORTFOLIO SOLUTIONS LIMITED

• Principal Place of Business

  280 Bishopsgate

  London

  EC2M 4AG

  UNITED KINGDOM

  Phone

  +442074636000

  Web

  https://www.aberdeenadviser.com

• Complaints Contact

  Client Servicing

  Sunderland

  SR43 4EE

  UNITED KINGDOM

  Phone

  +443452791001

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Debenture, Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Debenture, Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Stockbroking

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Debenture, Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Debenture, Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Manages Your Portfolio

  For Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Debenture, Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Jonny Black

  IRN JXB00527

  • [FCA CF] Manager of certification employee (since 27 Jun 2025)
  • [FCA CF] Material risk taker (since 17 Aug 2023)
• Julie Agnes Russell

  IRN JAR00026

  • SMF3 Executive Director (9 Dec 2019 to 30 Nov 2020)
  • Responsible for Insurance Distribution (24 Apr 2019 to 30 Nov 2020)
  • CF1 Director (20 Sep 2018 to 8 Dec 2019)
• Julie Scott

  IRN JFS00009

  • SMF1 Chief Executive (5 Feb 2020 to 12 Mar 2021)
  • SMF3 Executive Director (9 Dec 2019 to 12 Mar 2021)
  • CF1 Director (20 Jun 2018 to 8 Dec 2019)
• Justin Purcell

  IRN JEP00051

  • [FCA CF] Manager of certification employee (21 Jun 2021 to 1 Jan 2022)
• Karen Louise Clews

  IRN KXC00141

  • [FCA CF] Significant management (17 Feb 2023 to 19 Jan 2024)
  • SMF3 Executive Director (20 Oct 2021 to 17 Feb 2023)
• Katherine Kirkland

  IRN KXK00039

  • [FCA CF] Significant management (1 Jan 2024 to 29 Apr 2025)
• Katie Louise Nutting

  IRN KLN00017

  • CF30 Customer (14 Jul 2014 to 15 Apr 2015)
• Kirsten Elizabeth Watson

  IRN KXW00143

  • [FCA CF] Material risk taker (17 Aug 2023 to 26 Aug 2025)
• Lisa Lucchesi

  IRN LXL26274

  • [FCA CF] Significant management (30 Mar 2020 to 28 Jan 2024)
  • [FCA CF] Material risk taker (30 Mar 2020 to 31 Dec 2022)
  • [FCA CF] Manager of certification employee (30 Mar 2020 to 28 Jan 2024)
• Louisa Barnett

  IRN LXB81166

  • [FCA CF] Manager of certification employee (24 Mar 2025 to 28 Apr 2025)
  • [FCA CF] Significant management (1 Jan 2024 to 31 Mar 2025)

No changes recorded yet.