BENTALLGREENOAK ADVISORS (UK) LLP

• Principal Place of Business

  72 Welbeck Street

  London

  England

  W1G 0AY

  UNITED KINGDOM

  Phone

  +442078668800

  Web

  https://bgo.com

• Complaints Contact

  72 Welbeck Street

  London

  England

  W1G 0AY

  UNITED KINGDOM

  Phone

  +442078668800

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, 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.

• 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, Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, 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, Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, 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, Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, 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.

• . BentallGreenOak Real Estate Services Ltd

  IRN XXG01071

  • SMF27 Partner (since 9 Dec 2019)
  • CF4 Partner (8 Jul 2015 to 8 Dec 2019)
• . Greenoak Real Estate, LP

  IRN XXG01070

  • CF4 Partner (8 Jul 2015 to 1 Jul 2019)
• . Whitetop Management Limited

  IRN XXW01078

  • SMF27 Partner (9 Dec 2019 to 31 Dec 2019)
  • CF4 Partner (8 Jul 2015 to 8 Dec 2019)
• Ajay Sharma

  IRN AXS02572

  • [FCA CF] Client dealing (since 24 Aug 2022)
  • [FCA CF] Manager of certification employee (since 24 Aug 2022)
• Andrew Yoon

  IRN AXY00123

  • [FCA CF] Material risk taker (since 26 Feb 2024)
• Francesco Ostuni

  IRN FXO01152

  • [FCA CF] Material risk taker (since 2 Aug 2022)
  • [FCA CF] Client dealing (since 26 Mar 2021)
  • CF30 Customer (8 Jul 2015 to 8 Dec 2019)
• James Corry Blakemore

  IRN JXB02860

  • [FCA CF] Material risk taker (since 2 Aug 2022)
  • [FCA CF] Manager of certification employee (since 2 Aug 2022)
  • [FCA CF] Client dealing (since 23 Jul 2021)
  • SMF27 Partner (9 Dec 2019 to 31 Dec 2019)
  • CF30 Customer (8 Jul 2015 to 8 Dec 2019)
  • CF4 Partner (8 Jul 2015 to 8 Dec 2019)
• John Anthony Carrafiell

  IRN JAC01176

  • [FCA CF] Client dealing (1 Dec 2021 to 2 Aug 2022)
  • SMF1 Chief Executive (9 Dec 2019 to 8 Apr 2022)
  • SMF27 Partner (9 Dec 2019 to 1 Jul 2021)
  • CF4 Partner (8 Jul 2015 to 8 Dec 2019)
  • CF30 Customer (8 Jul 2015 to 8 Dec 2019)
  • CF3 Chief Executive (8 Jul 2015 to 8 Dec 2019)
• Kevin William Robinson

  IRN KWR01021

  • SMF16 Compliance Oversight (9 Dec 2019 to 9 Dec 2019)
  • CF10 Compliance Oversight (24 Dec 2018 to 8 Dec 2019)
• Manja Nickerson

  IRN MXN01556

  • [FCA CF] Material risk taker (since 2 Aug 2022)
  • [FCA CF] Client dealing (since 26 Mar 2021)
  • CF30 Customer (27 Aug 2015 to 8 Dec 2019)

• GreenOak Euro Re Asset Management LLP (no longer appointed)

  FRN 577090 · Appointed 28 Jul 2015 · Until 6 Jul 2021

No changes recorded yet.