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.

• Robert Howard King

  IRN RHK00006

  • CF1 Director (AR) (26 Jan 2004 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (26 Jan 2004 to 20 Dec 2004)
• Robert James Elliott

  IRN RJE00023

  • CF21 Investment Adviser (16 Mar 2004 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (16 Jun 2003 to 16 Mar 2004)
• Robert John McKillop

  IRN RJM01171

  • SMF7 Group Entity Senior Manager (15 Feb 2020 to 2 Jun 2021)
• Robert John Southwell

  IRN RJS00083

  • CF22 Investment Adviser (Trainee) (20 Oct 2003 to 19 Aug 2004)
• Robert John Wright

  IRN RJW00041

  • CF21 Investment Adviser (1 Dec 2001 to 31 Aug 2003)
• Robert Kenneth James

  IRN RKJ00005

  • CF21 Investment Adviser (1 Dec 2001 to 1 Feb 2003)
• Robert Leslie Peck

  IRN RLP00020

  • CF1 Director (AR) (8 Mar 2004 to 31 Oct 2004)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Robert Meek

  IRN RXM00040

  • CF21 Investment Adviser (25 Mar 2002 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 25 Mar 2002)
• Robert Michael Fallowell

  IRN RMF01047

  • CF1 Director (AR) (18 Oct 2002 to 1 Jun 2004)
• Robert Pickersgill

  IRN RXP00052

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

• Pilgrim Financial Services (no longer appointed)

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

• Compass Independent Mortgages (no longer appointed)

  FRN 223064 · Appointed 25 Feb 2003 · Until 31 Aug 2005

• Options Financial Services (no longer appointed)

  FRN 216698 · Appointed 19 Feb 2003 · Until 31 Oct 2004

• William Reid (no longer appointed)

  FRN 220714 · Appointed 19 Feb 2003 · Until 31 Oct 2004

• Ridgeway Financial Services (no longer appointed)

  FRN 220791 · Appointed 19 Feb 2003 · Until 14 Jul 2003

• MT Financial Services Limited (no longer appointed)

  FRN 209805 · Appointed 19 Feb 2003 · Until 31 Oct 2004

• Pinnacle North West Ltd (no longer appointed)

  FRN 217007 · Appointed 19 Feb 2003 · Until 31 Oct 2004

• The Nicholas Belt Estate Agency Ltd (no longer appointed)

  FRN 210881 · Appointed 19 Feb 2003 · Until 24 Sep 2003

• Sterling Partnership Limited (no longer appointed)

  FRN 213084 · Appointed 19 Feb 2003 · Until 31 Oct 2004

• Times Financial (no longer appointed)

  FRN 212021 · Appointed 19 Feb 2003 · Until 31 Oct 2004

No changes recorded yet.