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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

Addvision Wealth Management Limited

Address:

42 Berkeley Square, W1J 5AW

Authorised services

Service
Registration date
   
Reception and transmission of orders relating to securities 16/10/2015
Investment research and financial analysis or other forms of general recommendations relating to transactions in financial contracts for differences 11/10/2016
Reception and transmission of orders relating to units in collective investment undertakings 16/10/2015
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 11/10/2016
Reception and transmission of orders relating to derivative instruments for the transfer of credit risk 11/10/2016
Reception and transmission of orders relating to financial contracts for differences 11/10/2016
Execution of securities orders on behalf of clients 16/10/2015
Execution of money-market instruments orders on behalf of clients 16/10/2015
Execution of orders on behalf of clients relating to units in collective investment undertakingscolectivo 16/10/2015
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 11/10/2016
Execution of orders on behalf of clients relating to derivative instruments for the transfer of credit risk 11/10/2016
Execution of orders on behalf of clients relating to financial contracts for differences 11/10/2016
Securities portfolio management 16/10/2015
Portfolio management of money-market instruments 16/10/2015
Portfolio management of units in collective investment undertakings 16/10/2015
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 11/10/2016
Portfolio management of derivative instruments for the transfer of credit risk 11/10/2016
Portfolio management of financial contracts for differences 11/10/2016
Securities investment advice 16/10/2015
Investment advice concerning money market instruments 16/10/2015
Investment advice on units in collective investment undertakings 16/10/2015
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 11/10/2016
Investment advice on derivative instruments for the transfer of credit risk 11/10/2016
Investment advice concerning financial contracts for diferences 11/10/2016
Foreign exchange services where these services are connected to the provision of investment services 16/10/2015
Investment research and financial analysis or other forms of general recommendations relating to transaction in securities 16/10/2015
Investment research and financial analysis or other forms of general recommendation relating to transactions in money-market instruments 16/10/2015
Investment research and financial analysis or other forms of general recommendation relating to transactions in units in collective investment undertakings 16/10/2015
Investment research and financial analysis or other forms of general recommendation relating to transactions in 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 11/10/2016
Investment research and financial analysis or other forms of general recommendation relating to transactions in derivative instruments for the transfer of credit risk 11/10/2016
Reception and transmission of orders relating to money-market instruments 16/10/2015