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.

• Ian Davies

  IRN IMD00002

  • CF21 Investment Adviser (13 Aug 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (24 Mar 2003 to 13 Aug 2003)
• Ian Edward Lloyd

  IRN IEL00002

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

  IRN IFF00001

  • CF21 Investment Adviser (7 Oct 2003 to 25 Oct 2004)
  • CF22 Investment Adviser (Trainee) (27 Mar 2003 to 7 Oct 2003)
• Ian Frederick Pike

  IRN IFP00001

  • CF21 Investment Adviser (1 Dec 2001 to 16 Sep 2003)
• Ian Graham Ward

  IRN IGW00007

  • CF21 Investment Adviser (28 Oct 2003 to 31 Oct 2004)
  • CF1 Director (AR) (7 May 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (7 May 2003 to 28 Oct 2003)
• Ian Grant

  IRN IXG00015

  • [FCA CF] Significant management (24 Apr 2020 to 1 Nov 2021)
• Ian Harvey Blakemore

  IRN IHB01015

  • CF22 Investment Adviser (Trainee) (29 Jun 2004 to 14 Jul 2005)
• Ian Hugh Paton Cameron

  IRN IHC00001

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

  IRN IXJ00015

  • CF21 Investment Adviser (11 Nov 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (30 Apr 2003 to 11 Nov 2003)
• Ian Jenkins

  IRN ISJ01012

  • SMF7 Group Entity Senior Manager (31 Jul 2024 to 7 Aug 2025)
  • [FCA CF] Significant management (10 May 2023 to 7 Jul 2023)
  • [FCA CF] Manager of certification employee (10 May 2023 to 7 Jul 2023)

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No changes recorded yet.