Generation Investment Management LLP

• Principal Place of Business

  Generation Investment Management LLP

  20 Air Street

  London

  Westminster

  W1B 5AN

  UNITED KINGDOM

  Phone

  +4402075344700

  Web

  https://www.generationim.com

• Complaints Contact

  Generation Investment Management LLP

  20 Air Street

  London

  Westminster

  W1B 5AN

  UNITED KINGDOM

  Phone

  +4402075344700

• P2P Lending Advice

  For Eligible Counterparty, Professional

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Certificates representing certain security, 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, 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), Rolling spot forex contract, Share, Spread Bet, 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.

• 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 Eligible Counterparty, Professional, Certificates representing certain security, 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, 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), Rolling spot forex contract, Share, Spread Bet, 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 Eligible Counterparty, Professional, Certificates representing certain security, 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, 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), Rolling spot forex contract, Share, Spread Bet, 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 Eligible Counterparty, Professional, Certificates representing certain security, 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, 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), Rolling spot forex contract, Share, Spread Bet, 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.

• Runs Investment Funds

• Investment Setup

  For Eligible Counterparty, Professional, Certificates representing certain security, 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, 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), Rolling spot forex contract, Share, Spread Bet, 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.

• Private Investment Funds

• Manages Your Portfolio

  For Eligible Counterparty, Professional, Certificates representing certain security, 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, 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), Rolling spot forex contract, Share, Spread Bet, 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.

• Stephanie Joan Terpening

  IRN SXT00745

  • [FCA CF] Client dealing (since 9 Dec 2024)
  • [FCA CF] Material risk taker (since 9 Dec 2024)
• Stephen John Spingett

  IRN SXS01599

  • [FCA CF] Material risk taker (3 Jul 2023 to 31 Dec 2024)
• Tamara Brian

  IRN TXB45690

  • [FCA CF] Client dealing (since 29 Sep 2025)
• Tamara Jean Arnold

  IRN TJA01057

  • CF30 Customer (14 Apr 2014 to 17 Apr 2018)
  • CF4 Partner (14 Apr 2014 to 17 Apr 2018)
• Thomas Bartee Hodges

  IRN TBH01022

  • SMF27 Partner (since 22 Apr 2022)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 9 Dec 2023)
  • [FCA CF] Material risk taker (9 Dec 2019 to 9 Dec 2023)
• Tiantian Li

  IRN TXL01284

  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Material risk taker (9 Dec 2019 to 3 Nov 2025)
• Vikas Jain

  IRN VXJ01095

  • [FCA CF] Manager of certification employee (since 9 Dec 2023)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Material risk taker (9 Dec 2019 to 3 Nov 2025)
  • CF30 Customer (27 Jul 2015 to 8 Dec 2019)
• William Bradley

  IRN WXB00160

  • [FCA CF] Client dealing (since 23 Feb 2026)
• Yann Michel Yves Marie Boyeldieu

  IRN YXB00046

  • [FCA CF] Material risk taker (since 26 Jun 2023)
  • [FCA CF] Client dealing (since 26 Jun 2023)
• Zheng Yin

  IRN ZXY00005

  • [FCA CF] Material risk taker (9 Dec 2019 to 31 Mar 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2021)

• Just Climate LLP (no longer appointed)

  FRN 953604 · Appointed 24 Jun 2021 · Until 19 Jun 2025

No changes recorded yet.