BORDER TO COAST PENSIONS PARTNERSHIP LIMITED

• Principal Place of Business

  Border To Coast Pensions Partnership

  Toronto Square

  Toronto Street

  Leeds

  LS1 2HJ

  UNITED KINGDOM

  Phone

  +4401134872550

  Web

  https://www.bordertocoast.org.uk

• Complaints Contact

  Border To Coast Pensions Partnership

  Toronto Square

  Toronto Street

  Leeds

  LS1 2HJ

  UNITED KINGDOM

  Phone

  +441134872550

• Investment Advice (no pensions)

  For 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 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 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.

• Stockbroking

  For 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.

• Runs Investment Funds

• Investment Setup

  For 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.

• Specialist Investment Funds

• Private Investment Funds

• Manages Your Portfolio

  For 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.

• Chuan Li

  IRN CXL01604

  • [FCA CF] Client dealing (since 8 Jul 2021)
  • [FCA CF] Material risk taker (8 Jul 2021 to 30 Oct 2022)
• Daniel Booth

  IRN DXB02839

  • [FCA CF] Client dealing (18 Dec 2020 to 31 Jan 2022)
  • [FCA CF] Manager of certification employee (18 Dec 2020 to 31 Jan 2022)
  • [FCA CF] Material risk taker (18 Dec 2020 to 31 Jan 2022)
  • [FCA CF] Significant management (18 Dec 2020 to 31 Jan 2022)
  • CF30 Customer (3 Sep 2018 to 8 Dec 2019)
  • CF29 Significant management (3 Sep 2018 to 8 Dec 2019)
• Daniel Loughney

  IRN DXL01128

  • [FCA CF] Client dealing (18 Dec 2020 to 2 Feb 2024)
  • [FCA CF] Material risk taker (18 Dec 2020 to 2 Feb 2024)
• David Hearn

  IRN DXH02328

  • [FCA CF] Material risk taker (18 Dec 2020 to 30 Oct 2022)
  • [FCA CF] Client dealing (18 Dec 2020 to 30 Sep 2025)
  • CF30 Customer (2 Jul 2018 to 8 Dec 2019)
• David Jonathan Olliver

  IRN DJO01093

  • [FCA CF] Client dealing (since 3 Jul 2023)
• David Kiddie

  IRN DGK01013

  • Director of firm who is not a certification employee or a SMF manager (since 1 Apr 2026)
  • [FCA CF] Material risk taker (since 1 Apr 2026)
• David Philip Coupe

  IRN DXC00648

  • [FCA CF] Material risk taker (since 1 Dec 2025)
  • Director of firm who is not a certification employee or a SMF manager (since 19 Oct 2022)
• David Thomas

  IRN DAT01123

  • [FCA CF] Client dealing (since 27 Apr 2021)
  • [FCA CF] Material risk taker (27 Apr 2021 to 30 Oct 2022)
• David Vincent

  IRN DXV01260

  • [FCA CF] Material risk taker (18 Dec 2020 to 30 Oct 2022)
  • [FCA CF] Client dealing (18 Dec 2020 to 31 Oct 2023)
  • CF30 Customer (2 Jul 2018 to 8 Dec 2019)
• Dominic Graham Purches

  IRN DGP01091

  • [FCA CF] Client dealing (since 5 Aug 2024)
  • [FCA CF] Material risk taker (18 Dec 2020 to 9 Apr 2021)

No changes recorded yet.