JKFS (UK) LIMITED

• Principal Place of Business

  10 Melville Street

  Edinburgh

  Midlothian

  EH3 7NS

  UNITED KINGDOM

  Phone

  +4401315164160

  Web

  https://www.jkfs.com

• Complaints Contact

  JKFS Independent

  10 Melville Street

  Edinburgh

  EH3 7NS

  UNITED KINGDOM

  Phone

  +441315164160

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide 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.

• Robbie Michael Hewitt

  IRN RMH01210

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Oct 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 4 Oct 2024)
  • CF30 Customer (1 Mar 2018 to 8 Dec 2019)
• Robert Derek Douglas

  IRN RDD00007

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Aug 2023)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2023)
  • CF30 Customer (1 Dec 2014 to 31 Aug 2023)
• Robert Gavin Calder

  IRN RGC01063

  • CF30 Customer (6 May 2014 to 11 Aug 2017)
• Samantha Anne Hay

  IRN SXH00766

  • SMF3 Executive Director (since 14 Jul 2022)
• William Hugh Ewen

  IRN WHE00001

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (since 6 May 2014)

• Melville Independent plc

  FRN 550326 · Appointed 6 May 2014

No changes recorded yet.