COAL PENSION TRUSTEES INVESTMENT LIMITED

• Principal Place of Business

  Coal Pension Trustees Services Ltd

  Saddlers House

  44 Gutter Lane

  London

  City Of London

  EC2V 6BR

  UNITED KINGDOM

  Phone

  +441142536452

• Complaints Contact

  Coal Pension Trustee Services Ltd

  2 Concourse Way

  Sheffield

  S1 2BJ

  UNITED KINGDOM

  Phone

  +441142536452

• Investment Advice (no pensions)

  For 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, 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, 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, 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.

• Investment Setup

  For 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, 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.

• Manages Your Portfolio

  For 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, 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.

• Achilles Sofroniou

  IRN AXS02447

  • CF30 Customer (1 Aug 2011 to 10 Dec 2014)
• Alastair James Moffatt

  IRN AJM01663

  • CF10 Compliance Oversight (1 Jun 2011 to 13 Feb 2013)
  • CF11 Money Laundering Reporting (1 Jun 2011 to 13 Feb 2013)
• Callum Archie Logan

  IRN CAL01133

  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (28 Nov 2018 to 8 Dec 2019)
• Daniel John Whincup

  IRN DXW00656

  • SMF3 Executive Director (1 Jan 2024 to 16 Jan 2025)
  • SMF1 Chief Executive (1 Jan 2024 to 16 Jan 2025)
• Geoffrey Mellor

  IRN GXM01902

  • SMF1 Chief Executive (9 Dec 2019 to 1 Jan 2024)
  • SMF3 Executive Director (9 Dec 2019 to 1 Jan 2024)
  • CF1 Director (1 Jun 2011 to 8 Dec 2019)
  • CF3 Chief Executive (1 Jun 2011 to 8 Dec 2019)
• Gerard Christopher Lane

  IRN GCL01023

  • SMF3 Executive Director (9 Dec 2019 to 31 Mar 2022)
  • CF11 Money Laundering Reporting (1 Feb 2019 to 5 Dec 2019)
  • CF10 Compliance Oversight (1 Feb 2019 to 5 Dec 2019)
  • CF1 Director (7 Jun 2017 to 8 Dec 2019)
• Hugo Dias

  IRN HXD01215

  • [FCA CF] Manager of certification employee (1 Jan 2022 to 8 Apr 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 16 Dec 2022)
  • CF30 Customer (3 Nov 2016 to 8 Dec 2019)
• Indeesh Kaur Tangeraas

  IRN IKT01010

  • [FCA CF] Client dealing (1 Jan 2022 to 23 Aug 2022)
• Janka Unsworth Deckerova

  IRN JXU01110

  • SMF3 Executive Director (since 25 May 2022)
  • SMF16 Compliance Oversight (9 Dec 2019 to 5 Dec 2023)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 5 Dec 2023)
  • CF10 Compliance Oversight (4 Dec 2019 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (8 Jun 2017 to 18 Jan 2019)
• Jennifer Bishop

  IRN OXJ01035

  • [FCA CF] Manager of certification employee (1 Mar 2021 to 17 Oct 2022)
  • [FCA CF] Client dealing (6 Oct 2020 to 26 Feb 2026)

No changes recorded yet.