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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

Charteris Treasury Portfolio Managers Limited

Address:

25 Southernhay East, Exeter, Devon EX1 1QP, ENGLAND

Authorised services

Service
Registration date
   
Reception and transmission of orders relating to securities 17/07/2009
Reception and transmission of orders relating to units in collective investment undertakings 17/07/2009
Execution of securities orders on behalf of clients 17/07/2009
Execution of orders on behalf of clients relating to units in collective investment undertakingscolectivo 17/07/2009
Securities portfolio management 17/07/2009
Portfolio management of units in collective investment undertakings 17/07/2009
Investment services and activities and also ancillary services of the type included under Section A or B of Annex 1 related to the underlying of the derivatives included under Section C - 5, 6, 7 and 10 - where these are connected to the provision of investment or ancillary services. 17/07/2009
Investment advice on units in collective investment undertakings 17/07/2009
Safekeeping and administration of securities for the account of clients, including custodianship and related services such as cash/collateral management; 17/07/2009
Safekeeping and administration of units in collective investment undertakings for the account of clients, including custodianship and related services such as cash/collateral management 17/07/2009
Foreign exchange services where these services are connected to the provision of investment services 17/07/2009
Investment research and financial analysis or other forms of general recommendations relating to transaction in securities 17/07/2009
Investment research and financial analysis or other forms of general recommendation relating to transactions in units in collective investment undertakings 17/07/2009
Securities investment advice 17/07/2009