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What permissions does Round have?
What permissions does Round have?
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Written by Tom Jackson
Updated over 2 months ago

Round Financial Limited (FRN: 995009) is an appointed representative of Wealthkernel Limited, which is authorised and regulated by the Financial Conduct Authority (FRN: 723719).

Our regulatory permissions include providing the following services to retail and professional clients:

  • Arranging (bringing about) deals in investments

  • Making arrangements with a view to transactions in investments

  • Arranging safeguarding and administration of assets

  • Agreeing to carry on a regulated activity

Round is also currently a PSD Agent (FRN 1005355) of Yapily Connect (FRN 827001) which is authorised and regulated by the Financial Conduct Authority (FCA) with the permission to provide account information services (AIS) to customers.

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