Elevate Portfolio Services Limited

• 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

• 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, 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

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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.

• 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

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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.

• 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

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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.
  • · 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

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  • · 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 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.

• 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 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.

• David Edward Hill

  IRN DEH00015

  • CF24 Pension Transfer Specialist (1 Dec 2001 to 17 Dec 2003)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• David Elliott

  IRN DXE00013

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• David Emmanuel Hynam

  IRN DEH01069

  • Responsible for Insurance Mediation (6 Jul 2005 to 11 Jun 2008)
  • CF3 Chief Executive (11 Oct 2004 to 10 Aug 2007)
  • CF1 Director (15 Jul 2003 to 11 Jun 2008)
• David Francis Zahra

  IRN DFZ00001

  • CF21 Investment Adviser (21 Oct 2003 to 24 Feb 2004)
  • CF22 Investment Adviser (Trainee) (9 Apr 2003 to 21 Oct 2003)
• David Frank Wilson

  IRN DFW00017

  • CF1 Director (1 Dec 2001 to 31 Mar 2004)
• David George Elvy

  IRN DGE00004

  • CF21 Investment Adviser (1 Dec 2001 to 10 Aug 2002)
• David George Pine

  IRN DGP00002

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
  • CF4 Partner (AR) (1 Dec 2001 to 31 Oct 2004)
• David George Sumner

  IRN DGS00035

  • CF21 Investment Adviser (1 Dec 2001 to 27 May 2002)
• David Gideon Marock

  IRN DXM02159

  • SMF12 Chair of the Remuneration Committee (9 Dec 2019 to 22 Mar 2021)
  • SMF10 Chair of the Risk Committee (9 Dec 2019 to 31 Dec 2024)
  • CF2 Non Executive Director (27 Feb 2017 to 8 Dec 2019)
• David Gray

  IRN DXG01411

  • CF4 Partner (AR) (3 Nov 2004 to 26 Sep 2005)

• Xchange Homes Limited (no longer appointed)

  FRN 223893 · Appointed 27 Mar 2003 · Until 31 Oct 2004

• McDougall Financial Services Ltd (no longer appointed)

  FRN 223756 · Appointed 24 Mar 2003 · Until 31 Oct 2004

• Burnden Pepper Ltd (no longer appointed)

  FRN 201040 · Appointed 24 Mar 2003 · Until 31 Oct 2004

• Mortgage and Loan UK (no longer appointed)

  FRN 223768 · Appointed 21 Mar 2003 · Until 31 Oct 2004

• Mortgage & Loan U.K. (no longer appointed)

  FRN 413293 · Appointed 21 Mar 2003 · Until 31 Oct 2004

• Blue Ocean Property Consultants Ltd (no longer appointed)

  FRN 223740 · Appointed 20 Mar 2003 · Until 31 Oct 2004

• Angus Financial & Mortgage Services (no longer appointed)

  FRN 223746 · Appointed 20 Mar 2003 · Until 31 Oct 2004

• Source Mortgage & Financial (no longer appointed)

  FRN 223650 · Appointed 14 Mar 2003 · Until 25 Nov 2003

• Pilgrim Financial Services (no longer appointed)

  FRN 223120 · Appointed 26 Feb 2003 · Until 31 Oct 2004

• Enterprise Financial Planning Ltd (no longer appointed)

  FRN 223126 · Appointed 26 Feb 2003 · Until 31 Oct 2004

No changes recorded yet.