TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED

• Principal Place of Business

  45 Gresham Street

  London

  EC2V 7BG

  UNITED KINGDOM

  Phone

  +442071314000

  Web

  https://evelyn.com

• Complaints Contact

  Evelyn Partners

  Maxis 2

  Western Road

  Bracknell

  Berkshire

  RG12 1RT

  UNITED KINGDOM

  Phone

  +442071314000

• Authorised to Operate

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

• Arranges Investments

  For Professional, Retail (Investment), Certificates representing certain security, 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, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations Hide limitations

  • · When dealing with retail clients, the firm may not carry out the investment activities in relation to Rolling Spot Forex, Contracts for Difference, Futures or Options.
  • · 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.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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 Professional, Retail (Investment), Certificates representing certain security, 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), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

  Show 2 limitations Hide limitations

  • · When dealing with retail clients, the firm may not carry out the investment activities in relation to Rolling Spot Forex, Contracts for Difference, Futures or Options.
  • · 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 Professional, Retail (Investment), Certificates representing certain security, 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, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations Hide limitations

  • · When dealing with retail clients, the firm may not carry out the investment activities in relation to Rolling Spot Forex, Contracts for Difference, Futures or Options.
  • · 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.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, 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), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

  Show 2 limitations Hide limitations

  • · When dealing with retail clients, the firm may not carry out the investment activities in relation to Rolling Spot Forex, Contracts for Difference, Futures or Options.
  • · 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.

• Holds Your Assets

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• John Bradley Bunch

  IRN JXB00087

  • SMF18 Other Overall Responsibility (30 Dec 2020 to 31 Aug 2023)
• John Davies

  IRN JFD01054

  • [FCA CF] Manager of certification employee (since 20 Oct 2021)
• John Douglas Norbury

  IRN JDN01017

  • CF2 Non Executive Director (2 Aug 2016 to 6 Oct 2017)
• John Erskine

  IRN JXE01090

  • [FCA CF] Significant management (21 Aug 2023 to 10 Jan 2024)
  • [FCA CF] Manager of certification employee (21 Aug 2023 to 24 Oct 2024)
  • SMF18 Other Overall Responsibility (30 Dec 2020 to 21 Aug 2023)
• John Ivan Tiner

  IRN JIT00010

  • CF2 Non Executive Director (2 Aug 2016 to 12 Feb 2019)
• John Leonard Amor

  IRN JLA00002

  • CF11 Money Laundering Reporting (17 Mar 2003 to 9 May 2006)
  • CF10 Compliance Oversight (17 Mar 2003 to 9 May 2006)
  • CF1 Director (1 Dec 2001 to 7 Oct 2003)
  • CF21 Investment Adviser (1 Dec 2001 to 1 Dec 2002)
• John Philip Bruce Scott

  IRN JPS00019

  • CF1 Director (1 Dec 2001 to 7 Oct 2003)
  • CF21 Investment Adviser (1 Dec 2001 to 1 Dec 2002)
• John Robert Blinkhorn

  IRN JRB01168

  • CF30 Customer (12 Feb 2008 to 30 Jun 2017)
• John Robert Porteous

  IRN JRP00046

  • CF1 Director (8 Aug 2014 to 28 Feb 2017)
• John Rugman

  IRN JXR00283

  • [FCA CF] Significant management (16 Sep 2020 to 5 Sep 2023)

No changes recorded yet.