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.

• Andrew William Thompstone

  IRN AWT00011

  • CF1 Director (AR) (28 Mar 2003 to 27 Nov 2003)
  • CF22 Investment Adviser (Trainee) (28 Mar 2003 to 27 Nov 2003)
• Aneel Khadim

  IRN AXK00028

  • CF21 Investment Adviser (22 Apr 2004 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (7 Apr 2003 to 22 Apr 2004)
  • CF1 Director (AR) (7 Apr 2003 to 31 Oct 2004)
• Angus Jeffre Hunter

  IRN AJH00099

  • CF21 Investment Adviser (22 Dec 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (9 Apr 2003 to 22 Dec 2003)
  • CF4 Partner (AR) (9 Apr 2003 to 31 Oct 2004)
• Anita Hennington

  IRN AXH00095

  • CF22 Investment Adviser (Trainee) (8 Mar 2004 to 22 Jun 2005)
  • CF1 Director (AR) (8 Mar 2004 to 31 Oct 2004)
• Ann Holden

  IRN AXH01569

  • CF4 Partner (AR) (28 Mar 2003 to 31 Oct 2004)
• Anne Esther Istead

  IRN AEI00001

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

  IRN AGB01109

  • CF21 Investment Adviser (26 Jan 2004 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (16 Apr 2003 to 26 Jan 2004)
• Anthony David Barnsley

  IRN ADB00036

  • CF21 Investment Adviser (16 Jan 2003 to 31 Dec 2004)
  • CF22 Investment Adviser (Trainee) (25 Mar 2002 to 16 Jan 2003)
• Anthony Epps

  IRN AJE00029

  • CF21 Investment Adviser (21 Nov 2003 to 31 Oct 2004)
  • CF1 Director (AR) (20 May 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (20 May 2003 to 21 Nov 2003)
• Anthony Hopkins

  IRN AXH00010

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

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No changes recorded yet.