Chelverton Asset Management Limited

• Principal Place of Business

  Basildon House

  7 Moorgate

  London

  EC2R 6AF

  UNITED KINGDOM

  Phone

  +4402072228989

  Web

  https://www.chelvertonam.com

• Complaints Contact

  Basildon House

  7 Moorgate

  London

  Greater London

  EC2R 6AF

  UNITED KINGDOM

  Phone

  +4401225483030

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), 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, Spread Bet, Unit, Warrant

  Show 2 limitations Hide limitations

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

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), 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, Spread Bet, Unit, Warrant

  Show 2 limitations Hide limitations

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

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), 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, Spread Bet, 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.

• Stockbroking

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), 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, Spread Bet, Unit, Warrant

  Show 2 limitations Hide limitations

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

• Investment Setup

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), 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, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Unit, Warrant

  Show 2 limitations Hide limitations

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

• Private Investment Funds

• Manages Your Portfolio

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), 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, Spread Bet, Unit, Warrant

  Show 2 limitations Hide limitations

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

• Helen Barbara Veale

  IRN HBV01001

  • CF30 Customer (1 Nov 2007 to 16 May 2008)
  • CF27 Investment Management (1 Dec 2001 to 31 Oct 2007)
• Henry Botting

  IRN HXB13741

  • [FCA CF] Client dealing (since 17 Dec 2021)
  • [FCA CF] Material risk taker (since 17 Dec 2021)
• Ian Paul Martin

  IRN IPM01013

  • CF2 Non Executive Director (1 Dec 2001 to 31 May 2008)
• Inge Karl Fredrik Heydorn

  IRN IKH01005

  • [FCA CF] Client dealing (since 3 Feb 2025)
  • [FCA CF] Material risk taker (since 3 Feb 2025)
• Jenny Ann Hardy

  IRN JAH01419

  • [FCA CF] Material risk taker (since 18 Nov 2024)
  • [FCA CF] Client dealing (since 18 Nov 2024)
• Julie Elizabeth Dean

  IRN JED01047

  • [FCA CF] Client dealing (since 19 Jun 2024)
  • [FCA CF] Material risk taker (since 19 Jun 2024)
• Mark Edward Thistlethwayte

  IRN MET01024

  • CF30 Customer (26 Aug 2008 to 13 Dec 2013)
  • CF3 Chief Executive (26 Aug 2008 to 23 Sep 2008)
  • CF1 Director (26 Aug 2008 to 13 Dec 2013)
• Mark Richard Purdy

  IRN MRP00066

  • [FCA CF] Material risk taker (1 Jun 2023 to 30 Sep 2025)
  • [FCA CF] Client dealing (1 Jun 2023 to 30 Sep 2025)
• Oliver Trevor Russell Knott

  IRN OTK01001

  • [FCA CF] Client dealing (since 13 Jan 2020)
  • [FCA CF] Material risk taker (since 13 Jan 2020)
• Ralph Singleton

  IRN RXS01272

  • CF30 Customer (20 May 2013 to 31 May 2013)

No changes recorded yet.