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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

OakTree Wealth Management Ltd

Address:

Newtown House, Newtown Road, Henley on Thames
TG9 1HG Oxfordshire, ENGLAND

Authorised services

Service
Registration date
   
Reception and transmission of orders relating to securities 29/10/2012
Reception and transmission of orders relating to money-market instruments 29/10/2012
Reception and transmission of orders relating to units in collective investment undertakings 29/10/2012
Execution of securities orders on behalf of clients 29/10/2012
Execution of money-market instruments orders on behalf of clients 29/10/2012
Investment advice on units in collective investment undertakings 29/10/2012
Securities portfolio management 29/10/2012
Portfolio management of money-market instruments 29/10/2012
Portfolio management of units in collective investment undertakings 29/10/2012
Securities investment advice 29/10/2012
Investment advice concerning money market instruments 29/10/2012
Execution of orders on behalf of clients relating to units in collective investment undertakingscolectivo 29/10/2012