Quilter Investors Limited

• Principal Place of Business

  Senator House

  85 Queen Victoria Street

  London

  EC4V 4AB

  UNITED KINGDOM

  Phone

  +4408081712626

  Web

  https://www.quilter.com

• Complaints Contact

  Quilter

  Sunderland

  SR43 4JP

  UNITED KINGDOM

  Phone

  +4408081712626

• Arranges Investments

  For Eligible Counterparty, Professional, 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, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments, 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, Warrant

  Show 3 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.
  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Stockbroking

  For Eligible Counterparty, Professional, 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, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, 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 3 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • · 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 Eligible Counterparty, Professional, 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, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments, 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

  Show 3 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.
  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Retail Investment Funds

• Specialist Investment Funds

• Manages Your Portfolio

  For Professional, 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, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

• Jonathan Charles Perrin

  IRN JCP01125

  • [FCA CF] Client dealing (1 Dec 2020 to 1 Jun 2025)
• Jonathan Heasman

  IRN JXH00778

  • [FCA CF] Client dealing (7 Dec 2021 to 1 Jun 2025)
• Jonathan Michael Little

  IRN JML01069

  • SMF9 Chair of the Governing Body (9 Dec 2019 to 30 Sep 2020)
  • CF2 Non Executive Director (29 Apr 2017 to 8 Dec 2019)
• Jonathan Nelson Whiteley Callow

  IRN JNC01017

  • [FCA CF] Manager of certification employee (1 Jun 2021 to 1 Jun 2025)
  • [FCA CF] Client dealing (1 Jun 2020 to 1 Jun 2025)
  • CF30 Customer (24 Apr 2018 to 8 Dec 2019)
• Julian David Frederick Ide

  IRN JDI01007

  • CF1 Director (6 Sep 2012 to 12 Aug 2015)
  • CF3 Chief Executive (6 Sep 2012 to 12 Aug 2015)
• Julian Victor Frow Roberts

  IRN JVR01021

  • CF1 Director (3 Aug 2010 to 31 Oct 2015)
• Julie Sadler

  IRN JXS02792

  • [FCA CF] Significant management (since 8 Oct 2024)
  • [FCA CF] Material risk taker (since 1 Oct 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (23 Jan 2025 to 10 Nov 2025)
• Karin Alexandra Cook

  IRN KAC01094

  • [FCA CF] Manager of certification employee (1 Mar 2022 to 30 Sep 2024)
  • [FCA CF] Significant management (1 Mar 2022 to 30 Sep 2024)
  • [FCA CF] Material risk taker (1 Mar 2022 to 30 Sep 2024)
  • CF29 Significant management (15 Mar 2019 to 8 Dec 2019)
• Keith Jones

  IRN KXJ01084

  • CF15 Internal Audit (5 Jun 2002 to 25 Mar 2005)
• Kevin Stephen Lee-Crossett

  IRN KSC01035

  • [FCA CF] Manager of certification employee (since 7 Jun 2024)

No changes recorded yet.