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

  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

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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.

• Norman Hutson

  IRN NXH00026

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

  IRN NIT00001

  • CF1 Director (AR) (19 Feb 2003 to 31 Oct 2004)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Norman James Smyth

  IRN NJS01140

  • CF4 Partner (AR) (29 Apr 2003 to 31 Oct 2004)
• Norman Keith Skeoch

  IRN NKS01009

  • SMF7 Group Entity Senior Manager (20 Apr 2020 to 1 Sep 2020)
• Owen Jarvie

  IRN OXJ00039

  • [FCA CF] Material risk taker (since 17 Aug 2023)
• Pamela Barbara Swift

  IRN PBS01032

  • CF21 Investment Adviser (3 Jun 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (14 Jan 2003 to 3 Jun 2003)
• Pamela Jane White

  IRN PJW00054

  • CF22 Investment Adviser (Trainee) (28 Oct 2002 to 20 Jan 2003)
• Pamela Mary Collenette

  IRN PMC01105

  • CF22 Investment Adviser (Trainee) (16 Oct 2002 to 30 Apr 2003)
• Patricia Geraldine Cowan

  IRN PGC01063

  • CF4 Partner (AR) (23 Apr 2003 to 31 Oct 2004)
• Patricia Mary Richmond

  IRN PMR00002

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

• Marketing Services (Scotland) Ltd (no longer appointed)

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• Joseph Wallace Insurance Service (no longer appointed)

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• Mortgage Makers (UK) Ltd (no longer appointed)

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• Clear Thinking Solutions Ltd (no longer appointed)

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• ADS Mortgage & Financial Planning Ltd (no longer appointed)

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• John S Pidgeon & Associates Ltd (no longer appointed)

  FRN 228563 · Appointed 18 Sep 2003 · Until 31 Oct 2004

• Bradley & Howe Financial Services Ltd (no longer appointed)

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• Creative Wealth Limited (no longer appointed)

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• Small Business Services (no longer appointed)

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No changes recorded yet.