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

  Show 1 limitation Hide limitations

  • · 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 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.

• 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 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.

• 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 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.
  • · 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 Hide 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 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.

• Abdul Qaiyoum Siddiqui

  IRN AQS00002

  • CF22 Investment Adviser (Trainee) (27 Jan 2003 to 28 Oct 2003)
  • CF7 Sole Trader (AR) (27 Jan 2003 to 28 Oct 2003)
• Abul Khayer Miah

  IRN AKM01041

  • CF22 Investment Adviser (Trainee) (18 Mar 2004 to 31 Jan 2005)
• Adam Frith

  IRN AXF00117

  • CF22 Investment Adviser (Trainee) (30 Aug 2002 to 1 Sep 2002)
• Adam Harrison

  IRN AXH00112

  • CF21 Investment Adviser (25 Apr 2003 to 28 Sep 2003)
  • CF22 Investment Adviser (Trainee) (1 May 2002 to 25 Apr 2003)
• Adam Rose

  IRN AXR00105

  • CF21 Investment Adviser (13 Sep 2004 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (14 Apr 2004 to 13 Sep 2004)
• Adrian John Pugh

  IRN AJP00043

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

  IRN AMR00042

  • CF21 Investment Adviser (22 Jan 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 22 Jan 2003)
• Adrian Nicholas Stokes

  IRN ANS00008

  • CF21 Investment Adviser (1 Dec 2001 to 7 Jun 2004)
• Adrian Nigel Hawken

  IRN ANH00005

  • CF21 Investment Adviser (1 Dec 2001 to 7 Aug 2002)
• Adrian Oswald Reynolds

  IRN AOR00001

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

• Mackay, Buchanan & Associates (no longer appointed)

  FRN 211185 · Appointed 18 Feb 2003 · Until 24 Jul 2003

• Albrighton Wealth Management Limited (no longer appointed)

  FRN 214281 · Appointed 18 Feb 2003 · Until 31 Oct 2004

• Millenium Financial Group Ltd (no longer appointed)

  FRN 214631 · Appointed 18 Feb 2003 · Until 13 Oct 2003

• Pioneers Financial Solutions Ltd (no longer appointed)

  FRN 222726 · Appointed 10 Feb 2003 · Until 31 Oct 2004

• Aspire Financial Solutions Ltd (no longer appointed)

  FRN 222680 · Appointed 7 Feb 2003 · Until 3 Aug 2004

• Henley Properties (no longer appointed)

  FRN 222528 · Appointed 4 Feb 2003 · Until 1 Oct 2004

• Dale Greenwood (no longer appointed)

  FRN 222397 · Appointed 29 Jan 2003 · Until 31 Oct 2004

• Hammond Financial Associates Ltd (no longer appointed)

  FRN 222292 · Appointed 27 Jan 2003 · Until 7 Oct 2003

• Blue'print Financial Solutions Ltd (no longer appointed)

  FRN 222283 · Appointed 23 Jan 2003 · Until 31 Oct 2004

• Eckersley White Independent Estate Agent (no longer appointed)

  FRN 222073 · Appointed 16 Jan 2003 · Until 31 Oct 2004

No changes recorded yet.