Wealthkernel Limited

• Principal Place of Business

  41 Luke Street

  London

  EC2A 4DP

  UNITED KINGDOM

  Phone

  +4402039835845

  Web

  https://www.wealthkernel.com

• Complaints Contact

  41 Luke Street

  London

  EC2A 4DP

  UNITED KINGDOM

  Phone

  +4402039835845

• 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 Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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

• Stockbroking

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

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

• Trades With You Directly

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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

• Runs Personal Pensions

  For Personal pension scheme

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  • · The firm must not accept Self Invested Personal Pension (SIPP) transactions other than standard assets as set out in the List of Standard Assets in IPRU-INV 5.9.1 Direct property investment and term deposit accounts where these are only classified as non-standard assets by virtue of Note 1 to IPRU-INV 5.9.1 regarding liquidity within 30 days are however permitted SIPP transactions that the firm can accept.

• Investment Setup

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

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

• Holds Your Assets

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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

• Deirdre Rooney

  IRN DXR01255

  • CF30 Customer (10 Dec 2019 to 3 Sep 2020)
• Edgar Carl de Picciotto

  IRN EXD25107

  • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 11 Jan 2023)
  • CF1 Director (AR) (6 Dec 2019 to 11 Jan 2023)
• Eduards Vilcinskis

  IRN EXV01152

  • CF30 Customer (22 Sep 2021 to 30 Nov 2022)
• Fadi Zaher

  IRN FXZ01053

  • CF30 Customer (21 Oct 2016 to 16 Dec 2016)
• Farouq Fouad Ghulam

  IRN FXG00028

  • CF1 Director (AR) (26 Mar 2021 to 2 Sep 2022)
  • Director of firm who is not a certification employee or a SMF manager (26 Mar 2021 to 2 Sep 2022)
• Firdavskhon Shakhidi

  IRN FXS01264

  • Director of firm who is not a certification employee or a SMF manager (20 Oct 2021 to 30 Nov 2022)
  • CF1 Director (AR) (20 Oct 2021 to 30 Nov 2022)
• Friederike Inge Johannis

  IRN FIJ01001

  • CF30 Customer (21 Oct 2016 to 20 Jul 2017)
• GALINA STAVSKAYA

  IRN GXS00339

  • CF30 Customer (16 Aug 2021 to 2 Sep 2022)
• Giuseppe Cavallaro

  IRN GXC00405

  • 17. Administrative functions in relation to managing investments
  • 16. Safeguarding and administering investments or holding client money
  • [FCA CF] Functions requiring qualifications (since 22 Jun 2022)
  • [FCA CF] Client dealing (since 23 Nov 2021)
• Gregoire Camille Ajoux

  IRN GXA00238

  • CF1 Director (AR) (4 Jun 2024 to 12 Sep 2024)
  • Director of firm who is not a certification employee or a SMF manager (4 Jun 2024 to 12 Sep 2024)

• Ikigai Invest Services Limited (no longer appointed)

  FRN 916657 · Appointed 12 Nov 2019 · Until 11 Jan 2023

• Marco Polo Invest Limited (no longer appointed)

  FRN 912500 · Appointed 21 Aug 2019 · Until 12 May 2020

• WAHED INVEST LTD (no longer appointed)

  FRN 808309 · Appointed 4 May 2018 · Until 30 Jan 2020

• Tindle Wealth Management Limited (no longer appointed)

  FRN 794237 · Appointed 15 Nov 2017 · Until 15 Feb 2019

No changes recorded yet.