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.

  • Peter John Davis

    IRN PJD00044

    • CF21 Investment Adviser (1 Dec 2001 to 25 Aug 2005)
  • Peter John Gayler

    IRN PJG00018

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

    IRN PJH00083

    • CF7 Sole Trader (AR) (16 May 2002 to 31 Oct 2004)
  • Peter John Lucketti

    IRN PJL00046

    • CF21 Investment Adviser (1 Dec 2001 to 9 May 2003)
  • Peter Jonathan Shelley

    IRN PJS01176

    • CF1 Director (1 Dec 2001 to 17 Dec 2004)
  • Peter Leslie Topple

    IRN PLT00002

    • CF21 Investment Adviser (30 Apr 2003 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (15 Aug 2002 to 30 Apr 2003)
  • Peter McDougall

    IRN PXM00199

    • CF21 Investment Adviser (7 Oct 2003 to 31 Oct 2004)
    • CF1 Director (AR) (28 Mar 2003 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (28 Mar 2003 to 7 Oct 2003)
  • Peter McGrath

    IRN PXM00208

    • CF21 Investment Adviser (1 Dec 2001 to 13 Dec 2002)
  • Peter Nigel Stuckey Clark

    IRN PNC01012

    • CF1 Director (1 Dec 2001 to 30 Jun 2002)
  • Peter Slack

    IRN PXS00123

    • CF1 Director (AR) (27 Dec 2002 to 1 Aug 2005)
    • CF22 Investment Adviser (Trainee) (27 Dec 2002 to 1 Aug 2005)
    • CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 11 Mar 2002)
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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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