Elevate Portfolio Services Limited

Date authorised
1 April 2013
Companies House
01128611
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    1 Broadway Park
    South Gyle Broadway
    Edinburgh
    Midlothian
    EH12 9JQ
    UNITED KINGDOM
    Phone
    +441313727298
    Web
    https://www.aberdeenadviser.com

  • Complaints Contact

    Elevate
    PO Box 6877
    Basingstoke
    RG24 4RT
    UNITED KINGDOM
    Phone
    +443456002399

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Professional, Retail (Investment), Alternative Debenture, 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, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · 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, Retail (Investment), Alternative Debenture, 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, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · 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, Retail (Investment), Alternative Debenture, 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, Life Policy, 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

    Show 2 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.
    • · Unable to: (i) hold financial instruments for own account unless it meets the 'matched principal exemption conditions' as defined in the FSA's Glossary of defined expressions used in the FSA's Handbook and (ii) underwrite MiFID financial instruments and/or place MiFID financial instruments on a firm commitment basis

  • Trades With You Directly

    For Retail (Investment), Personal pension scheme

    Show 3 limitations
    • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates.
    • · In respect of the firm's Personal pension scheme business, the firm is limited to carrying on this activity in the rights under the personal pension scheme(s) that it operates.
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Runs Personal Pensions

    For Personal pension scheme

  • Investment Setup

    For Professional, Retail (Investment), Alternative Debenture, 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, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · 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.

  • Holds Your Assets

    For Professional, Retail (Investment), Alternative Debenture, 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, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Victor France

    IRN VXF01012

    • (348)CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 31 Jan 2003)
  • Victor Ian Clay

    IRN VIC00001

    • (381)CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2002)
  • Victoria Jean Simmons

    IRN VJS00008

    • (1089)CF4 Partner (AR) (20 Jun 2003 to 31 Oct 2004)
  • Victoria Lucie Parsons

    IRN VLG00002

    • (814)CF22 Investment Adviser (Trainee) (10 Sep 2004 to 31 Oct 2004)
  • Vijay Jaykishan Rathod

    IRN VJR00009

    • (1088)CF4 Partner (AR) (1 Dec 2001 to 23 Sep 2002)
  • Vincent Lawrence

    IRN VWL00001

    • (1232)CF21 Investment Adviser (18 Apr 2005 to 26 Sep 2005)
    • (1231)CF22 Investment Adviser (Trainee) (9 Jan 2003 to 18 Apr 2005)
  • Vincent Peacock

    IRN VXP00010

    • (137)CF21 Investment Adviser (13 Sep 2004 to 31 Oct 2004)
    • (136)CF22 Investment Adviser (Trainee) (6 Apr 2004 to 13 Sep 2004)
  • Vincent Wayne Parker

    IRN VWP00003

    • (1390)CF21 Investment Adviser (12 Jul 2004 to 25 Apr 2005)
    • (1391)CF1 Director (AR) (21 Feb 2003 to 25 Apr 2005)
    • (1389)CF22 Investment Adviser (Trainee) (21 Feb 2003 to 12 Jul 2004)
  • Vinod Khanna

    IRN VXK00004

    • (123)CF21 Investment Adviser (1 Dec 2001 to 31 Mar 2003)
  • Vivek Ahuja

    IRN VGA01000

    • (44)SMF7 Group Entity Senior Manager (since 18 Dec 2024)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (38)SMF18 Other Overall Responsibility

  2. controlled function added: (37)[FCA CF] Significant management

  3. controlled function added: (36)[FCA CF] Significant management

  4. controlled function added: (35)[FCA CF] Significant management

  5. controlled function added: (34)[FCA CF] Significant management

  6. controlled function added: (33)[FCA CF] Manager of certification employee

  7. controlled function added: (32)[FCA CF] Significant management

  8. controlled function added: (31)[FCA CF] Manager of certification employee

  9. controlled function added: (30)[FCA CF] Significant management

  10. controlled function added: (29)[FCA CF] Significant management

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