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.

• Elaine Grace Matheson

  IRN EXM00337

  • [FCA CF] Significant management (1 Jan 2023 to 5 Jan 2026)
  • [FCA CF] Material risk taker (1 Jan 2023 to 2 Jun 2023)
• Elaine Jennings

  IRN EXJ00012

  • CF1 Director (AR) (5 Dec 2002 to 26 Jan 2005)
• Elizabeth Claire Worthington

  IRN ECW00005

  • CF21 Investment Adviser (11 Aug 2003 to 15 Jan 2004)
  • CF22 Investment Adviser (Trainee) (26 Mar 2003 to 11 Aug 2003)
• Elizabeth Edith Southgate

  IRN EES00002

  • CF4 Partner (AR) (1 Dec 2001 to 19 Mar 2004)
• Elizabeth Fletcher

  IRN EXF84024

  • [FCA CF] Significant management (9 Dec 2019 to 30 Apr 2021)
• Ella Hugh

  IRN EXH00096

  • [FCA CF] Significant management (9 Dec 2019 to 15 May 2023)
  • [FCA CF] Material risk taker (9 Dec 2019 to 31 Dec 2022)
• Emanuel Joseph

  IRN EXJ00015

  • CF22 Investment Adviser (Trainee) (28 Jul 2003 to 6 Aug 2004)
• Emily Kate Skyte

  IRN EKM00002

  • CF21 Investment Adviser (21 Aug 2003 to 3 Dec 2004)
  • CF22 Investment Adviser (Trainee) (15 Oct 2002 to 21 Aug 2003)
• Emma Jane Moseling

  IRN EJM00030

  • CF21 Investment Adviser (19 Sep 2002 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 19 Sep 2002)
• Eric Hardy

  IRN EXH00018

  • CF1 Director (AR) (2 Mar 2004 to 31 Oct 2004)
  • CF21 Investment Adviser (2 Mar 2004 to 31 Oct 2004)

• David Collier & Partners (no longer appointed)

  FRN 214486 · Appointed 1 Dec 2001 · Until 17 Feb 2003

• Beacon Financial Services (SW) Ltd (no longer appointed)

  FRN 214480 · Appointed 1 Dec 2001 · Until 31 Oct 2004

• Moneywise Financial Management (no longer appointed)

  FRN 214492 · Appointed 1 Dec 2001 · Until 18 Feb 2003

• Agency Mortgage Services (no longer appointed)

  FRN 193590 · Appointed 1 Dec 2001 · Until 18 Jul 2002

• Colin Usherwood (no longer appointed)

  FRN 214484 · Appointed 1 Dec 2001 · Until 31 Oct 2004

• Cobalt Asset Management LLP (no longer appointed)

  FRN 214681 · Appointed 1 Dec 2001 · Until 21 Jan 2003

• Iain Andrews Estate Agents (no longer appointed)

  FRN 214489 · Appointed 1 Dec 2001 · Until 17 Feb 2003

• McCormick Financial Consultancy Ltd (no longer appointed)

  FRN 214491 · Appointed 1 Dec 2001 · Until 31 Oct 2004

• Sweeney Fyrth Partnership (no longer appointed)

  FRN 214493 · Appointed 1 Dec 2001 · Until 30 Nov 2002

• Charles Harding Financial Services (no longer appointed)

  FRN 214483 · Appointed 1 Dec 2001 · Until 31 Oct 2004

No changes recorded yet.