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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

Courtiers Investment Service Limited

Address:

18A Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU

Authorised services

Service
Registration date
   
Securities portfolio management 02/11/2007
Portfolio management of options, futures, swaps, forward rate agreements and any other derivative contracts relating to commodities that must be settled in cash or may be settled in cash at the option of one of the parties (otherwise than by reason of a default or other termination event); 02/11/2007
Safekeeping and administration for the account of clients, including custodianship and related services such as cash/collateral management, of options, futures, swaps, forward rate agreements and any other derivative contracts relating to commodities that must be settled in cash or may be settled in cash at the option of one of the parties (otherwise than by reason of a default or other termination event); 02/11/2007
Investment advice on options, futures, swaps, forward rate agreements and any other derivative contracts relating to commodities that must be settled in cash or may be settled in cash at the option of one of the parties (otherwise than by reason of a default or other termination event); 02/11/2007
Safekeeping and administration of securities for the account of clients, including custodianship and related services such as cash/collateral management; 02/11/2007
Securities investment advice 02/11/2007