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Information disclosure system
The information disclosed is a copy of the data submitted to the CMVM in compliance with legislation and regulations in force and is the sole responsibility of the respective entity.

Financial intermediaries

UK credit institutions on a transitional regime

IAM INVEST Ltd

Address:

4 Hill Street, Mayfair
W1J 5NE London, ENGLAND

Authorised services

Service
Registration date
   
Reception and transmission of orders relating to securities 07/04/2020
Investment research and financial analysis or other forms of general recommendation relating to transactions in options, futures, swaps, forward rate agreements and any other derivative contracts relating to securities, currencies, interest rates or yields, or other derivatives instruments, financial indices or financial measures which may be settled physically or in cash 07/04/2020
Reception and transmission of orders relating to units in collective investment undertakings 07/04/2020
Execution of securities orders on behalf of clients 07/04/2020
Execution of money-market instruments orders on behalf of clients 07/04/2020
Execution of orders on behalf of clients relating to units in collective investment undertakingscolectivo 07/04/2020
Securities portfolio management 07/04/2020
Portfolio management of money-market instruments 07/04/2020
Portfolio management of units in collective investment undertakings 07/04/2020
Portfolio management of options, futures, swaps, forward rate agreements and any other derivative contracts relating to securities, currencies, interest rates or yields, or other derivatives instruments, financial indices or financial measures which may be settled physically or in cash 07/04/2020
Securities investment advice 07/04/2020
Investment advice concerning money market instruments 07/04/2020
Investment advice on units in collective investment undertakings 07/04/2020
Investment advice on options, futures, swaps, forward rate agreements and any other derivative contracts relating to securities, currencies, interest rates or yields, or other derivatives instruments, financial indices or financial measures which may be settled physically or in cash 07/04/2020
Foreign exchange services where these services are connected to the provision of investment services 07/04/2020
Investment research and financial analysis or other forms of general recommendations relating to transaction in securities 07/04/2020
Investment research and financial analysis or other forms of general recommendation relating to transactions in money-market instruments 07/04/2020
Investment research and financial analysis or other forms of general recommendation relating to transactions in units in collective investment undertakings 07/04/2020
Reception and transmission of orders relating to money-market instruments 07/04/2020