State Street Trustees Limited

• Principal Place of Business

  20 Churchill Place

  London

  E14 5HJ

  UNITED KINGDOM

  Phone

  +442033956000

• Complaints Contact

  20 Churchill Place

  London

  E14 5HJ

  UNITED KINGDOM

  Phone

  +442033956000

• Retail Fund Guardian

• Specialist Fund Guardian

• Private Fund Guardian

• Authorised to Operate

  Show 1 limitation Hide limitations

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

• Arranges Asset Safekeeping

  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, 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), 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

  • · Limited to acting as depositary of an Investment Company with Variable Capital.
  • · Limited to trustee activities.
  • · Limited to acting as trustee or depositary of an authorised alternative investment fund and of an unauthorised alternative investment fund.

• Stockbroking

  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, 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), 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 4 limitations Hide limitations

  • · Unable to carry on any investment services and activities ( to which MiFID applies) on a regular basis.
  • · Limited to trustee activities and in doing so limited to authorised unit trust scheme activities.
  • · Limited to acting as trustee or depositary of an authorised alternative investment fund and of an unauthorised alternative investment fund.
  • · Limited to acting as depositary of an Investment Company with Variable Capital.

• Runs Investment Funds

  Show 3 limitations Hide limitations

  • · Limited to acting as trustee or depositary of an authorised alternative investment fund and of an unauthorised alternative investment fund.
  • · Limited to acting as depositary of an Investment Company with Variable Capital.
  • · Limited to trustee activities and in doing so limited to authorised unit trust scheme activities.

• Investment Setup

  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, 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), 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

  • · Limited to depositary activities and in doing so limited to ICVC activities.
  • · Limited to trustee activities and in doing so limited to authorised unit trust scheme activities
  • · Limited to acting as trustee or depositary of an authorised alternative investment fund and of an unauthorised alternative investment fund.

• Holds Your Assets

  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, 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), 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

  • · Limited to trustee activities.
  • · Limited to acting as depositary of an Investment Company with Variable Capital.
  • · Limited to acting as trustee or depositary of an authorised alternative investment fund and of an unauthorised alternative investment fund.

• Jeff Dennis Conway

  IRN JDC01096

  • CF1 Director (22 Jul 2002 to 31 Jan 2003)
• John Donington Campbell

  IRN JDC01177

  • CF29 Significant management (27 Dec 2013 to 3 Feb 2016)
• John Ferguson

  IRN JXF01169

  • [FCA CF] Client dealing (1 Feb 2022 to 31 Dec 2025)
• John M Corcoran

  IRN JMC01193

  • CF1 Director (1 Dec 2001 to 11 Dec 2003)
• John Todd Roof

  IRN JTR01031

  • CF28 Systems and controls (4 Jul 2013 to 15 Jan 2014)
• Joseph Cesidio Antonellis

  IRN JCA01084

  • CF29 Significant management (9 Jun 2010 to 18 Dec 2012)
• Joy Ann Young

  IRN JAY01007

  • CF11 Money Laundering Reporting (18 Jul 2006 to 31 Jan 2011)
  • CF10 Compliance Oversight (18 Jul 2006 to 31 Jan 2011)
  • CF1 Director (18 Jul 2006 to 31 Jan 2011)
• Justin Osman Boyacioglu

  IRN JOB01019

  • [FCA CF] Client dealing (since 5 Mar 2026)
  • [FCA CF] Manager of certification employee (since 5 Mar 2026)
• Karen Michelle Brooks

  IRN KMB01123

  • CF11 Money Laundering Reporting (1 Mar 2011 to 2 Jun 2014)
• Kate Smith

  IRN KXS01296

  • CF1 Director (1 Dec 2001 to 20 Jun 2002)

No changes recorded yet.