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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

Hilbert Investment Solutions Ltd

Address:

New London House 6 London Street, EC3R 7LP

Authorised services

Service
Registration date
   
Reception and transmission of orders relating to securities 10/12/2015
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 securities, currencies, interest rates or yields, or other derivatives instruments, financial indices or financial measures which may be settled physically or in cash; 21/06/2019
Reception and transmission of orders relating to options, futures, swaps, forward rate agreements and any other derivative contracts relating to securities, currencies, interest rates or yields, or other derivatives instruments, financial indices or financial measures which may be settled physically or in cash 10/12/2015
Execution of securities orders on behalf of clients 10/12/2015
Execution of orders on behalf of clients relating to units in collective investment undertakingscolectivo 10/12/2015
Execution of orders on behalf of clients relating to options, futures, swaps, forward rate agreements and any other derivative contracts relating to securities, currencies, interest rates or yields, or other derivatives instruments, financial indices or financial measures which may be settled physically or in cash 10/12/2015
Dealing in securities for own account 03/01/2018
Dealing in units in collective investment undertakings for own account 03/01/2018
Dealing for own account with regard to options, futures, swaps, forward rate agreements and any other derivative contracts relating to securities, currencies, interest rates or yields, or other derivatives instruments, financial indices or financial measures which may be settled physically or in cash 03/01/2018
Securities portfolio management 21/06/2019
Portfolio management of units in collective investment undertakings 21/06/2019
Portfolio management of options, futures, swaps, forward rate agreements and any other derivative contracts relating to securities, currencies, interest rates or yields, or other derivatives instruments, financial indices or financial measures which may be settled physically or in cash 21/06/2019
Securities investment advice 10/12/2015
Investment advice on units in collective investment undertakings 10/12/2015
Investment advice on options, futures, swaps, forward rate agreements and any other derivative contracts relating to securities, currencies, interest rates or yields, or other derivatives instruments, financial indices or financial measures which may be settled physically or in cash 10/12/2015
Safekeeping and administration of securities for the account of clients, including custodianship and related services such as cash/collateral management; 21/06/2019
Safekeeping and administration of units in collective investment undertakings for the account of clients, including custodianship and related services such as cash/collateral management 21/06/2019
Reception and transmission of orders relating to units in collective investment undertakings 10/12/2015