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 Financial Limited is an agent of Plaid Financial Limited, an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Reference Number: 804718). Plaid provides you with regulated account information services through Round as its agent.
Round acts as an Introducer to Insignis Asset Management Limited (Insignis Cash). Round receives a revenue share in return for introducing clients to Insignis Cash. Insignis Cash is a trading name of Insignis Asset Management Limited (Company number 09477376). Insignis Asset Management Limited is authorised by the Financial Conduct Authority under the Payment Service Regulations 2017 (813442) for the provision of payment services.
Frost Money Ltd is an Electronic Money Institution authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 (FRN 1020783). Client funds are safeguarded in UK- or EEA-authorised credit institutions but are not protected by the Financial Services Compensation Scheme. Round Financial Limited is appointed under Regulation 33 of the EMRs to distribute and/or redeem electronic money on behalf of Frost Money Ltd and is not itself authorised to issue electronic money or provide payment services. More details can be found in the Frost End-User T&Cs, which you must agree to before using any services provided by Frost Money Ltd.