Keyte Limited

• Principal Place of Business

  10 Middle St

  Taunton

  Somerset

  TA1 1SH

  UNITED KINGDOM

  Phone

  +4401823324432

  Web

  https://www.keyte.co

• Complaints Contact

  10 Middle St

  Taunton

  Somerset

  TA1 1SH

  UNITED KINGDOM

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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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.
  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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

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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

  Show 1 limitation Hide limitations

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

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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, 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.

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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, 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.

• Amanda Jane Markham

  IRN AJM00217

  • CF21 Investment Adviser (1 Dec 2001 to 28 May 2004)
• Andrew Haste

  IRN AXH00614

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 13 Dec 2021)
  • [FCA CF] Functions requiring qualifications (since 13 Dec 2021)
• Ben Smith

  IRN BXS02197

  • 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)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (17 Nov 2016 to 8 Dec 2019)
• Duncan Jack Shaun

  IRN DJS01416

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 17 Dec 2019)
  • CF11 Money Laundering Reporting (9 Sep 2015 to 8 Dec 2019)
  • CF30 Customer (1 Jul 2008 to 8 Dec 2019)
• Emily Margaret Jones

  IRN EXJ00151

  • 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)
  • [FCA CF] Functions requiring qualifications (since 4 Oct 2024)
  • [FCA CF] Client dealing (since 4 Oct 2024)
• Finbarr Joseph O'Mahony

  IRN FJO01006

  • 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)
  • [FCA CF] Client dealing (since 1 Aug 2023)
  • [FCA CF] Functions requiring qualifications (since 1 Aug 2023)
• Gemma Louise Davey

  IRN GLW01051

  • CF30 Customer (7 Mar 2016 to 16 Jan 2019)
• Graham Richard Virgin

  IRN GRV00002

  • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
  • CF1 Director (1 Dec 2001 to 31 Dec 2012)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Jonathan Hill

  IRN JXH01513

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2022)
  • CF30 Customer (24 Jan 2018 to 8 Dec 2019)
• Keith William Keyte

  IRN KWK00001

  • CF1 Director (1 Dec 2001 to 16 Dec 2011)

No changes recorded yet.