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.

  • Martin Charles Davis

    IRN MCD00015

    • CF22 Investment Adviser (Trainee) (20 May 2004 to 20 Jun 2005)
  • Martin Charles McCullough

    IRN MCM01100

    • CF21 Investment Adviser (15 Jan 2004 to 2 May 2005)
    • CF22 Investment Adviser (Trainee) (23 Apr 2003 to 15 Jan 2004)
  • Martin Christopher Evans

    IRN MCE00006

    • CF21 Investment Adviser (1 Dec 2001 to 28 Jun 2002)
  • Martin Christopher James Albrow

    IRN MCA00008

    • CF1 Director (AR) (10 Mar 2003 to 22 Jun 2005)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
  • Martin Clive O'Hara

    IRN MCO01014

    • CF21 Investment Adviser (17 Dec 2004 to 14 Feb 2005)
    • CF22 Investment Adviser (Trainee) (9 Jun 2004 to 17 Dec 2004)
  • Martin Cunningham

    IRN MXC00096

    • CF22 Investment Adviser (Trainee) (21 Nov 2003 to 10 Aug 2004)
  • Martin Currington

    IRN MXC01769

    • CF7 Sole Trader (AR) (1 Jun 2004 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (1 Jun 2004 to 14 Jul 2005)
  • Martin George MacKenzie Elliott

    IRN MGE00003

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

    IRN MXW00198

    • CF21 Investment Adviser (1 Dec 2001 to 16 Sep 2002)
  • Martin John Cox

    IRN MJC00106

    • CF21 Investment Adviser (26 Nov 2003 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (9 Dec 2002 to 26 Nov 2003)
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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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