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.

• Brechje Hertoghs

  IRN BXH00109

  • [FCA CF] Material risk taker (9 Dec 2019 to 3 Nov 2025)
• Brian O'Connor

  IRN BXO00021

  • [FCA CF] Material risk taker (9 Dec 2019 to 9 Dec 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 9 Dec 2023)
• Brian Patrick Dineen

  IRN BPD01032

  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (9 Dec 2023 to 3 Nov 2025)
  • [FCA CF] Material risk taker (9 Dec 2019 to 3 Nov 2025)
  • CF4 Partner (4 Jan 2016 to 5 Dec 2019)
  • CF30 Customer (27 Jul 2015 to 8 Dec 2019)
• Camilla Primrose Warner

  IRN CXW00203

  • [FCA CF] Material risk taker (since 6 Jul 2020)
  • [FCA CF] Client dealing (since 6 Jul 2020)
• Carl Jonas Wilhelm Agesand

  IRN CJA01144

  • [FCA CF] Client dealing (4 Nov 2025 to 6 Jan 2026)
  • [FCA CF] Manager of certification employee (4 Nov 2025 to 6 Jan 2026)
  • [FCA CF] Material risk taker (4 Nov 2025 to 6 Jan 2026)
• Charles Cooper

  IRN CMC01215

  • [FCA CF] Client dealing (since 5 Dec 2024)
  • [FCA CF] Material risk taker (5 Dec 2024 to 3 Nov 2025)
• Charlotte Pettit

  IRN CXP00605

  • CF30 Customer (31 Dec 2023 to 19 Jun 2025)
• Christina Greene Anzel

  IRN CXA00311

  • [FCA CF] Material risk taker (since 4 Aug 2023)
  • [FCA CF] Client dealing (since 4 Aug 2023)
• Christina Whatley

  IRN CXW00210

  • [FCA CF] Material risk taker (1 Feb 2021 to 15 Feb 2024)
  • [FCA CF] Client dealing (1 Feb 2021 to 15 Feb 2024)
• Christine Mikolajuk

  IRN CXM00272

  • [FCA CF] Significant management (30 Nov 2020 to 15 Jan 2021)
  • [FCA CF] Manager of certification employee (30 Nov 2020 to 15 Jan 2021)
  • [FCA CF] Material risk taker (30 Nov 2020 to 15 Jan 2021)

• Just Climate LLP (no longer appointed)

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

No changes recorded yet.