Invesco Fund Managers Limited
Reference number: 119298
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Identity
Check their details
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Verified website
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Verified phone number
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Verified address
Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, United Kingdom
Company details
From the company's Companies House record.
- Company number
- 00898166
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 14 February 1967 (59 years old)
- Registered office
- Perpetual Park, Perpetual Park Drive, Henley-On-Thames, Oxfordshire, RG9 1HH, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
- Fund management activities (SIC 66300)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Alan John Trotter | Director | Jul 1968 | 1 Jan 2017 |
| Julian Antony Bartlett | Director | Jun 1964 | 4 Dec 2020 |
| Elaine Joy Clements | Director | Aug 1958 | 16 Nov 2022 |
| Esa Esko Johannes Kalliopuska | Director | Aug 1978 | 9 May 2025 |
| Stephen Andrew Lynch | Director | Jun 1975 | 10 Dec 2025 |
| Lara Elizabeth Lucia Bett | Director | Feb 1987 | 12 Dec 2025 |
| INVESCO UK HOLDINGS LIMITED | Corporate secretary | Not published | 21 Feb 2019 |
Warning
Scammers have impersonated this firm
Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.
Fake websites (1)
- invescoperpetualfunds.com
The FCA warning these came from
Scammers change these details often. Always check the live FCA warning.
Activities and protection
What they can do, and how you are protected
- Hold or safeguard your money · Run or oversee funds FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Show FCA detail (3 permissions)
- Managing an authorised AIF
- Managing an unauthorised AIF
- Managing a UK UCITS
Limits on what they may do
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UCITS Firm
The firm is only permitted to carry on the activities specified in COLL 6.9.9R (1) to (3) or any successor provision.
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Client money requirement for AIF & UCITS business
Able to hold and control client money for its AIF business and UCITS business
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
Action taken against them
1 fine in 2014, £18.64m in total. This is part of the official register record and is worth reviewing before going ahead.
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Fined £18.64m on 28 April 2014
On 24 April 2014, the FCA imposed on Invesco Asset Management Limited and Invesco Fund Managers Limited (together Invesco Perpetual) a financial penalty of £18,643,000 (discounted from £26,632,900 for early settlement, in respect of breaches of COLL 6.6.14, Principle 3 and Principle 7 of the FCA's Principles for Businesses together with certain of the FCA's COBS and COLL rules. For some or all of a four and a half year period from May 2008 to November 2012 Invesco Perpetual failed to comply with its regulatory obligations towards its investors by: (a) investing some of its funds in breach of investment limits; (b) introducing leverage into certain funds without providing investors with proper disclosure about the risks involved; and (c) failing to put adequate controls in place to ensure that all funds were valued accurately and that all trades were allocated fairly between funds. A copy of the Final Notice is displayed on the FCA's website.
Previously registered as
The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- Invesco MIM Unit Trust Managers Limited
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