Walter Scott & Partners Limited

• Principal Place of Business

  Walter Scott & Partners Ltd

  1-3 Charlotte Square

  Edinburgh

  Edinburgh, City Of

  EH2 4DR

  UNITED KINGDOM

  Phone

  +441312251357

  Web

  https://www.walterscott.com

• Complaints Contact

  Walter Scott & Partners Ltd

  1-3 Charlotte Square

  Edinburgh

  Edinburgh, City Of

  EH2 4DR

  UNITED KINGDOM

  Phone

  +4401312251357

• Investment Advice (no pensions)

  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, 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

  • · 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.

• 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, 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, Unit, Warrant

  Show 2 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.

• 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, 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

  • · 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 Setup

  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, 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

  • · 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.

• Manages Your Portfolio

  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, 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

  • · 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.

• Domantas Butvilas

  IRN DXB00770

  • [FCA CF] Client dealing (9 Sep 2024 to 20 Dec 2024)
• Donald James Heberle

  IRN DJH01531

  • CF1 Director (29 Aug 2017 to 31 Mar 2018)
• Elizabeth Lois Pearston

  IRN ELP01010

  • CF28 Systems and controls (19 Apr 2010 to 11 Jan 2016)
  • CF1 Director (8 Jul 2008 to 30 Apr 2018)
  • CF30 Customer (1 Nov 2007 to 31 Mar 2009)
  • CF13 Finance (29 Jan 2007 to 31 Oct 2007)
  • CF27 Investment Management (1 Dec 2001 to 31 Oct 2007)
• Emily Helen McDonald

  IRN EHM01013

  • CF30 Customer (1 Nov 2007 to 31 Mar 2009)
  • CF27 Investment Management (30 Sep 2006 to 31 Oct 2007)
• Ewan Gavin Hepburn

  IRN EGH01010

  • CF27 Investment Management (1 Dec 2001 to 23 Aug 2002)
• Fiona Isobel Anne MacRae

  IRN FIM01002

  • [FCA CF] Client dealing (9 Dec 2019 to 21 Jun 2021)
  • CF30 Customer (4 Aug 2014 to 8 Dec 2019)
• Francis Henry Sempill

  IRN FHS01006

  • [FCA CF] Manager of certification employee (since 3 Nov 2023)
  • [FCA CF] Material risk taker (since 1 Jan 2022)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF27 Investment Management (1 Dec 2001 to 31 Oct 2007)
• Fraser Robert Fox

  IRN FRF01008

  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF27 Investment Management (30 Sep 2006 to 31 Oct 2007)
• Gareth Rowan Evans

  IRN GRE01037

  • [FCA CF] Client dealing (9 Dec 2019 to 23 Jul 2021)
  • CF30 Customer (31 Jan 2017 to 8 Dec 2019)
• George Hugh Frederick Ewing

  IRN GXE00140

  • [FCA CF] Client dealing (since 17 Feb 2025)

No changes recorded yet.