Elevate Portfolio Services Limited

Date authorised
1 April 2013
Companies House
01128611
Last scraped
3 weeks ago
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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.

  • Richard William Dew

    IRN RWD00030

    • (1877)CF21 Investment Adviser (25 Feb 2003 to 1 Dec 2003)
    • (1876)CF22 Investment Adviser (Trainee) (31 May 2002 to 25 Feb 2003)
  • Robert Adrian McLeod Ferry

    IRN RAF00007

    • (305)CF21 Investment Adviser (8 Jan 2004 to 7 Sep 2004)
  • Robert Anthony Cox

    IRN RAC00007

    • (911)CF21 Investment Adviser (1 Dec 2001 to 10 Aug 2002)
  • Robert Anthony Ryan

    IRN RAR00010

    • (1398)CF21 Investment Adviser (15 Aug 2003 to 16 Nov 2003)
    • (1397)CF22 Investment Adviser (Trainee) (13 Dec 2002 to 15 Aug 2003)
  • Robert Charles Austin

    IRN RCA00003

    • (639)CF22 Investment Adviser (Trainee) (19 Dec 2001 to 7 Nov 2002)
  • Robert Edmund Lee

    IRN RXL01103

    • (2220)CF1 Director (1 Dec 2001 to 7 Jun 2006)
  • Robert Frederick Rust

    IRN RFR00003

    • (379)CF21 Investment Adviser (1 Dec 2001 to 16 Oct 2002)
  • Robert Gavin Calder

    IRN RGC01063

    • (923)CF21 Investment Adviser (20 May 2003 to 2 Sep 2005)
    • (922)CF22 Investment Adviser (Trainee) (24 Apr 2002 to 20 May 2003)
  • Robert Gordon Styles

    IRN RGS00009

    • (775)CF21 Investment Adviser (2 May 2002 to 10 May 2002)
    • (774)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 2 May 2002)
  • Robert Govier

    IRN RXG01232

    • (1508)CF4 Partner (AR) (26 Jul 2002 to 26 Sep 2005)
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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: (28)[FCA CF] Significant management

  2. controlled function added: (27)[FCA CF] Significant management

  3. controlled function added: (26)[FCA CF] Significant management

  4. controlled function added: (25)[FCA CF] Material risk taker

  5. controlled function added: (24)[FCA CF] Significant management

  6. controlled function added: (23)[FCA CF] Significant management

  7. controlled function added: (22)[FCA CF] Significant management

  8. controlled function added: (21)[FCA CF] Manager of certification employee

  9. controlled function added: (20)[FCA CF] Material risk taker

  10. controlled function added: (19)Director of firm who is not a certification employee or a SMF manager

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