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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

Gregory Adam Financial Management

Address:

16 Middle Bridge Business Park, Portis Fiels, Bristol Road, Portishead BS20 6PN

Authorised services

Service
Registration date
   
Reception and transmission of orders relating to securities 30/11/2007
Reception and transmission of orders relating to units in collective investment undertakings 30/11/2007
Investment research and financial analysis or other forms of general recommendation relating to transactions in units in collective investment undertakings 30/11/2007
Investment advice on units in collective investment undertakings 30/11/2007
Investment research and financial analysis or other forms of general recommendations relating to transaction in securities 30/11/2007
Securities investment advice 30/11/2007