EGR WEALTH LIMITED

• Principal Place of Business

  6th Floor, Lloyds Avenue House

  6 Lloyds Avenue

  London

  EC3N 3AX

  UNITED KINGDOM

  Phone

  +442035061099

  Web

  https://www.egrwealth.com

• Complaints Contact

  6th Floor, Lloyds Avenue House

  6 Lloyds Avenue

  London

  EC3N 3AX

  UNITED KINGDOM

  Phone

  +442035061099

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to 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, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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

• Stockbroking

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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  • · 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, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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

• Manages Your Portfolio

  For Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, 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), 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.

• Jonathan Hall

  IRN JXH01489

  • SMF3 Executive Director (9 Dec 2019 to 31 May 2024)
  • CF1 Director (AR) (17 Oct 2019 to 12 Oct 2021)
  • CF30 Customer (5 Feb 2014 to 17 Mar 2022)
  • CF1 Director (1 Dec 2011 to 8 Dec 2019)
• Jozef Lightbody

  IRN JXL01921

  • CF2 Non Executive Director (AR) (23 Feb 2017 to 8 Mar 2017)
• Khurum Raja

  IRN KXR01284

  • CF30 Customer (1 Dec 2011 to 29 Nov 2013)
  • CF1 Director (1 Dec 2011 to 29 Nov 2013)
• Kyriacos Sotiris Kangellaris

  IRN KSK01009

  • CF1 Director (10 Apr 2013 to 10 Mar 2014)
  • CF30 Customer (5 Mar 2013 to 10 Mar 2014)
• Leo Godsall

  IRN LXG01221

  • CF1 Director (AR) (30 Nov 2016 to 27 Apr 2017)
  • CF30 Customer (1 Oct 2014 to 10 May 2017)
  • CF1 Director (1 Oct 2014 to 31 Mar 2017)
• Louisa Alexandra Klouda

  IRN LAK01058

  • CF30 Customer (27 Apr 2018 to 15 Oct 2020)
• Luca Giuseppe Giorgetti

  IRN LGG01015

  • SMF16 Compliance Oversight (since 26 Jul 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 26 Jul 2024)
• Mehrdad Yousefian

  IRN MXY00006

  • CF30 Customer (13 Jul 2016 to 31 Mar 2017)
• Natasha Charlotte French

  IRN NXF00156

  • [FCA CF] Functions requiring qualifications (1 May 2023 to 24 Jan 2025)
  • [FCA CF] Client dealing (1 May 2023 to 24 Jan 2025)
• Nigel Bligh Spencer Hawkins

  IRN NBH01013

  • CF30 Customer (30 Mar 2015 to 25 Feb 2016)

• Egremont Capital Limited (no longer appointed)

  FRN 821723 · Appointed 26 Sep 2018 · Until 28 Mar 2022

• Parkmoore Capital Limited (no longer appointed)

  FRN 771325 · Appointed 9 Feb 2017 · Until 19 Jul 2017

• Exeter Capital Ltd (no longer appointed)

  FRN 759600 · Appointed 30 Sep 2016 · Until 11 May 2017

No changes recorded yet.