INVESTMENT FUND SERVICES LIMITED

Date authorised
1 April 2013
Companies House
06110770
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Marlborough House
    59 Chorley New Road
    Bolton
    Greater Manchester
    BL1 4QP
    UNITED KINGDOM
    Phone
    +441204803932
    Web
    https://ifslfunds.com

  • Complaints Contact

    Investment Fund Services
    PO Box 13586
    Chelmsford
    CM99 2GS
    UNITED KINGDOM
    Phone
    +441204803932

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Retail Investment Funds

  • Specialist Investment Funds

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Daniel Lean

    IRN DRL00019

    • [FCA CF] Manager of certification employee (10 Mar 2023 to 8 Mar 2024)
    • [FCA CF] Client dealing (10 Mar 2023 to 8 Mar 2024)
    • [FCA CF] Functions requiring qualifications (10 Mar 2023 to 8 Mar 2024)
    • [FCA CF] Material risk taker (10 Mar 2023 to 8 Mar 2024)
  • David Kiddie

    IRN DGK01013

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 2 Dec 2021)
    • CF2 Non Executive Director (14 Dec 2018 to 8 Dec 2019)
  • David Meredith

    IRN DXM00220

    • [FCA CF] Manager of certification employee (since 20 Mar 2026)
    • [FCA CF] Material risk taker (since 20 Nov 2024)
    • [FCA CF] Significant management (since 9 Dec 2019)
  • David Thompson

    IRN DXT00035

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 12 Oct 2022)
    • SMF16 Compliance Oversight (since 12 Oct 2022)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2025)
  • Deborah Caroline Alexander

    IRN DCA01047

    • CF3 Chief Executive (7 Oct 2010 to 21 Jan 2013)
    • CF1 Director (7 Oct 2010 to 21 Jan 2013)
  • Derry Whittaker

    IRN DXW00589

    • [FCA CF] Significant management (1 Mar 2023 to 8 Mar 2024)
  • Dominique Clarke

    IRN DXC02190

    • SMF3 Executive Director (30 Jan 2023 to 1 Jan 2026)
    • [FCA CF] Significant management (27 May 2021 to 9 Mar 2023)
    • CF10a CASS Oversight function (21 Sep 2015 to 8 Dec 2019)
    • CF1 Director (1 Apr 2014 to 8 Dec 2019)
  • Frank Gerald Roden

    IRN FGR01009

    • CF1 Director (30 May 2007 to 21 Jan 2008)
  • Frederic Jean Raymond Perard

    IRN FJP01023

    • CF1 Director (13 Jun 2008 to 10 Feb 2011)
  • Gareth Jones

    IRN GEJ01021

    • CF10a CASS Oversight function (2 Jul 2012 to 24 Dec 2012)
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Recent activity

Updates to this firm's record on the FCA register.

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