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.

• Paul David Craddock

  IRN PDC00025

  • CF21 Investment Adviser (18 Feb 2004 to 11 Jun 2005)
  • CF22 Investment Adviser (Trainee) (20 May 2003 to 18 Feb 2004)
• Paul David Hyatt

  IRN PDH00015

  • CF4 Partner (AR) (9 Jul 2002 to 25 May 2005)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Paul David Watts

  IRN PDW01066

  • CF10 Compliance Oversight (27 Jun 2017 to 31 Oct 2018)
• Paul Francis Dugan

  IRN PFD01030

  • CF21 Investment Adviser (26 Nov 2003 to 31 Oct 2004)
  • CF7 Sole Trader (AR) (29 Apr 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (29 Apr 2003 to 26 Nov 2003)
• Paul Francis McSween

  IRN PXM01516

  • CF21 Investment Adviser (31 Mar 2004 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (6 Nov 2003 to 31 Mar 2004)
  • CF1 Director (AR) (6 Nov 2003 to 31 Oct 2004)
• Paul Greenhill

  IRN PXG00472

  • [FCA CF] Significant management (since 27 Nov 2024)
• Paul Hughes

  IRN PJH01181

  • [FCA CF] Material risk taker (17 Feb 2020 to 15 Aug 2022)
  • [FCA CF] Significant management (17 Feb 2020 to 15 Aug 2022)
• Paul James Barlow

  IRN PJB00073

  • CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 15 Apr 2002)
• Paul James Evans

  IRN PXE01077

  • CF2 Non Executive Director (1 Oct 2010 to 31 Oct 2016)
  • CF3 Chief Executive (8 Jul 2003 to 29 Sep 2004)
  • CF8 Apportionment and Oversight (8 Jul 2003 to 31 Oct 2007)
  • CF1 Director (8 Jul 2003 to 1 Oct 2010)
• Paul James Grant

  IRN PJG00071

  • CF1 Director (AR) (1 Dec 2001 to 31 Oct 2004)

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No changes recorded yet.