CMVM
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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

Acumen Financial Planning Limited

Address:

Bon Accord House Riverside Drive, AB11 7SL

Authorised services

Service
Registration date
   
Reception and transmission of orders relating to securities 17/11/2017
Reception and transmission of orders relating to money-market instruments 17/11/2017
Reception and transmission of orders relating to units in collective investment undertakings 17/11/2017
Execution of securities orders on behalf of clients 17/11/2017
Execution of money-market instruments orders on behalf of clients 17/11/2017
Investment advice on units in collective investment undertakings 17/11/2017
Securities portfolio management 17/11/2017
Portfolio management of money-market instruments 17/11/2017
Portfolio management of units in collective investment undertakings 17/11/2017
Securities investment advice 17/11/2017
Investment advice concerning money market instruments 17/11/2017
Execution of orders on behalf of clients relating to units in collective investment undertakingscolectivo 17/11/2017