Liontrust Investment Partners LLP

• Principal Place of Business

  2 Savoy Court

  London

  WC2R 0EZ

  UNITED KINGDOM

  Phone

  +4402074121700

  Web

  https://www.liontrust.co.uk

• Complaints Contact

  Liontrust Asset Management plc, 2 Savoy Court

  London

  Westminster

  WC2R 0EZ

  UNITED KINGDOM

  Phone

  +4402074121700

• P2P Lending Advice

  For Eligible Counterparty, Professional

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, 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), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations 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.
  • · Limited to investment management activities for the specified customer types.

• 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 Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, 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), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations 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.
  • · Limited to investment management activities for the specified customer types.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, 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), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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.

• Stockbroking

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, 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), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations 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.
  • · Limited to investment management activities for the specified customer types.

• Investment Setup

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, 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), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations 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.
  • · Limited to investment management activities for the specified customer types.

• Manages Your Portfolio

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, 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), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations 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.
  • · Limited to investment management activities for the specified customer types.

• Andrew Taylor

  IRN AXT00206

  • [FCA CF] Client dealing (1 Aug 2024 to 3 Jul 2025)
• Anthony Chemla

  IRN AXC03093

  • [FCA CF] Client dealing (since 10 Aug 2023)
• Anthony Drennan

  IRN AXD00924

  • [FCA CF] Client dealing (since 1 Aug 2024)
• Anthony William Patrick Cross

  IRN AWC01032

  • [FCA CF] Client dealing (since 10 Mar 2021)
  • [FCA CF] Manager of certification employee (since 10 Mar 2021)
  • CF4 Partner (8 Jul 2010 to 9 Dec 2019)
  • CF30 Customer (8 Jul 2010 to 8 Dec 2019)
• Antony Charles Morrison

  IRN ACM01164

  • SMF27 Partner (9 Dec 2019 to 1 Apr 2024)
  • CF28 Systems and controls (7 Oct 2014 to 8 Dec 2019)
  • CF4 Partner (8 Jul 2010 to 8 Dec 2019)
• Athanasia Kondelidou

  IRN AXK00797

  • [FCA CF] Client dealing (since 6 Dec 2023)
• Carolyn Hwang Li Chan

  IRN CHC01057

  • CF30 Customer (9 Jan 2012 to 8 Dec 2019)
• Christopher Andrew Simmons

  IRN CXS01796

  • [FCA CF] Significant management (28 Oct 2022 to 29 Apr 2024)
  • [FCA CF] Manager of certification employee (28 Oct 2022 to 29 Apr 2024)
• Christopher Charles Foster

  IRN CCF01042

  • [FCA CF] Client dealing (since 10 Mar 2021)
  • [FCA CF] Manager of certification employee (28 May 2025 to 31 Mar 2026)
  • CF30 Customer (1 Nov 2017 to 8 Dec 2019)
• Christopher Field

  IRN CXF01132

  • [FCA CF] Manager of certification employee (19 Jul 2022 to 8 Nov 2023)
  • [FCA CF] Client dealing (1 Apr 2022 to 8 Nov 2023)

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