Kapwealth Limited (“Kapwealth”), as an authorised person with a permission granted under Part 4A of the Financial Services and Markets Act 2000 (“the Act”), has applied to the Financial Conduct Authority (“the Authority”), to impose voluntary restrictions (VREQ) to limit carrying out regulated activities.
For further details regarding this notice, please find a link to the FCA register; https://register.fca.org.uk/s/firm?id=001b000000NMj3tAAD
Under these requirements, Kapwealth will continue to service existing clients’ portfolios that are held with Credo Wealth, but it will not take on any new clients in the interim.
Invest
With Kapwealth
With investment, your capital is at risk.
Why invest with Kapwealth?
Market Leading Platforms
Our providers include Interactive Brokers and Credo Group.
Clients First
Professionally Managed
Your money is managed by a team of experienced and qualified investment experts.
Whole of Market
Ability to trade thousands of Global Stocks, ETFs and Bonds from one place.
Our Process
People don’t always know exactly when or even why markets perform the way they do. Even the best investors make mistakes and anyone can be lucky. As the great investor Warren Buffet once said about investing, “Only when the tide goes out do you discover who’s been swimming naked.” We invest our clients’ money for the medium-term and long-term with the main focus on delivering good long-term performance.
Our Services
Execution Only Account
We provide a telephone dealing service for our execution-only clients. This is more suited to sophisticated or experienced investors.
Stocks and Shares ISA
We provide Investment ISA accounts and Junior ISA accounts. Choose your own investments or use our own Kapwealth Portfolios.
Portfolio Management
We offer a wide range of managed investment products that are tailored to different risk profiles and suitable for our clients.
Advisory Account
We offer advice on investments we feel are suitable and in accordance with the client’s overall risk profile, investment aspirations and investment goals.
Probate Valuations
We are able to provide expertise and assistance on all stages of the probate process. With our knowledge, we can often save firms hours of time.
Personal Pension (SIPP)
Access the market and take control of your pension. Make your own investment decisions or use our own Kapwealth Portfolios to help you diversify.
Kapwealth Limited is a limited company registered in England and Wales (Company Number: 08091367) and is authorised and regulated by the Financial Conduct Authority under FRN 590782.
Registered Office Address: 150 Minories, London, EC3N 1LS
Kapwealth Limited doesn’t hold any client funds and uses third-party custodian services. These services are authorised and regulated by the Financial Conduct Authority and are fully regulated to hold client money for the purpose of investment. This is in accordance with a regulatory requirement and not unique to Kapwealth’s service.