Scottish Friendly Asset Managers Limited

www.scottishfriendly.co.uk

Galbraith House
16 Blythswood Square
Glasgow
G2 4HJ
United Kingdom
(full details)

This firm has confirmed its contact details are correct. Firms must do this at least once a year.
Current FCA status for firm: Authorised
Investments, including pension plans: Some permissions
This firm has our permission to carry out some activities in your chosen category. See below to find out what this firm can do.

What this firm can do

  • Manage an undertaking for collective investment in transferable securities (UCITS) fund.

  • Manage investments for you.

    • Limited to ISA management activities and in carrying on these operations to the specified investments "life policies", "unit", "rights to or interests in investments - security (when the latter is associated with these specified investments)", "rights to or interests in investments - contractually based investment (when the latter is associated with these specified investments)", and to the custome r types "retail client" and "professional client".
    • Limited to Investment Company with Variable Capital activities and, in carrying on such activities to the specified investments listed other than "stakeholder pension scheme", and "rights to or interests in investments - security", (when the latter is associated with this specified investment), for the customer type "retail client".
    • Limited to Investment Company with Variable Capital activities and in carrying on such activities to the specified investments listed other than "option (excluding a commodity option and an option on commodity futures)", "commodity option and option on commodity futures", "future (excluding a commodity future and a rolling spot forex contract)", "commodity future", "life policy", "funeral plan contract" and "rights to or interests in investments - contractually based investment", (when the latter is associated with these specified investments) for the customer type "retail client".
    • The specified investments "option (excluding a commodity option and an option on commodity futures)", "future (excluding a commodity future and a rolling spot forex contract)" and "rights to or interests in investment - contractually based investments", (when the latter is associated with this specified investment), are limited to Efficient Portfolio Management activities and the customer type "retail client".
  • Buy, sell, underwrite or subscribe for certain investments on your behalf.
    • Limited to Investment Company with Variable Capital activities and in carrying on such activities to the specified investments listed other than "option (excluding a commodity option and an option on commodity futures)", "commodity option and option on commodity futures", "future (excluding a commodity future and a rolling spot forex contract)", "commodity future", "life policy", "funeral plan contract" and "rights to or interests in investments - contractually based investment", (when the latter is associated with these specified investments) for the customer type "retail client".
    • Limited to Investment Company with Variable Capital activities and, in carrying on such activities to the specified investments listed other than "stakeholder pension scheme", and "rights to or interests in investments - security", (when the latter is associated with this specified investment), for the customer type "retail client".
    • The specified investments "option (excluding a commodity option and an option on commodity futures)", "future (excluding a commodity future and a rolling spot forex contract)" and "rights to or interests in investment - contractually based investments", (when the latter is associated with this specified investment), are limited to Efficient Portfolio Management activities and the customer type "retail client".
    • Limited to ISA management activities and in carrying on these operations to the specified investments "life policies", "unit", "rights to or interests in investments - security (when the latter is associated with these specified investments)", "rights to or interests in investments - contractually based investment (when the latter is associated with these specified investments)", and to the custome r types "retail client" and "professional client".
  • Arrange investments, for example, by passing your orders to a third party to carry out.
    • Limited to Investment Company with Variable Capital activities and, in carrying on such activities to the specified investments listed other than "stakeholder pension scheme", and "rights to or interests in investments - security", (when the latter is associated with this specified investment), for the customer type "retail client".
    • Limited to ISA management activities and in carrying on these operations to the specified investments "life policies", "unit", "rights to or interests in investments - security (when the latter is associated with these specified investments)", "rights to or interests in investments - contractually based investment (when the latter is associated with these specified investments)", and to the custome r types "retail client" and "professional client".
    • Limited to Investment Company with Variable Capital activities and in carrying on such activities to the specified investments listed other than "option (excluding a commodity option and an option on commodity futures)", "commodity option and option on commodity futures", "future (excluding a commodity future and a rolling spot forex contract)", "commodity future", "life policy", "funeral plan contract" and "rights to or interests in investments - contractually based investment", (when the latter is associated with these specified investments) for the customer type "retail client".
    • Limited to Investment Company with Variable Capital share exchange activities and in carrying on such activities to the specified investments listed other than contractually based investments.
    • The specified investments "option (excluding a commodity option and an option on commodity futures)", "future (excluding a commodity future and a rolling spot forex contract)" and "rights to or interests in investment - contractually based investments", (when the latter is associated with this specified investment), are limited to Efficient Portfolio Management activities and the customer type "retail client".

  • Arrange for a third party to hold and ringfence your assets.

What this firm can't do

  • Manage an authorised Alternative Investment Fund (AIF).

  • Manage an unauthorised Alternative Investment Fund (AIF).

Next steps

This firm is authorised and has some permissions for the product or service you selected. Make sure you ask the firm if it has permission for the exact product or service you need.

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  • speak to us if you’re struggling to check any details about this firm, or have questions about Firm Checker
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Protection if something goes wrong

If you want to complain

If you feel like you've been treated unfairly, or if something goes wrong with a financial product or service, you can complain. Get in touch with the firm using its complaints contact details. You can find these by clicking on the 'full details' link at the top of this page. 

If you're unhappy with the firm's response, you can make a complaint to the Financial Ombudsman Service.

Find out more about how to complain.

If a firm goes out of business

If an authorised financial firm goes out of business and owes you money, the Financial Services Compensation Scheme (FSCS) may be able to pay compensation. It’s free to use, and the team can help you to make your claim. 

Find out more about making a claim or learn about the products and services the FSCS covers.

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