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.

  • Simon Lidbury

    IRN SPL00017

    • CF21 Investment Adviser (2 Aug 2005 to 26 Sep 2005)
    • CF22 Investment Adviser (Trainee) (21 Sep 2004 to 2 Aug 2005)
  • Simon Llewelyn Marc Davies

    IRN SLD01068

    • CF1 Director (16 Nov 2009 to 14 May 2013)
  • Simon Mark Middlecott Banham

    IRN SMB00065

    • CF1 Director (AR) (29 May 2003 to 31 Oct 2004)
  • Simon Michael Shinerock

    IRN SMS00022

    • CF1 Director (AR) (1 Dec 2001 to 13 Oct 2004)
  • Simon Parker

    IRN SXP00038

    • CF1 Director (AR) (1 Dec 2001 to 15 Nov 2002)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
  • Simon Peter Coll

    IRN SPC00003

    • CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 11 Mar 2002)
  • Simon Peter Dickinson

    IRN SPD00043

    • CF21 Investment Adviser (20 Jul 2004 to 25 Apr 2005)
    • CF1 Director (AR) (8 Jul 2004 to 25 Apr 2005)
    • CF22 Investment Adviser (Trainee) (18 Feb 2004 to 20 Jul 2004)
  • Simon Porter

    IRN SMP00057

    • CF21 Investment Adviser (16 Jul 2004 to 29 Nov 2004)
    • CF22 Investment Adviser (Trainee) (27 Oct 2003 to 16 Jul 2004)
  • Simon Robert Carter

    IRN SRC00006

    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2004)
  • Simon Rodney Hill

    IRN WXH00027

    • CF1 Director (AR) (12 Dec 2002 to 26 Jan 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.

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