Company register

Our company register contains the names of companies and individuals authorised to offer financial services. The register also contains names of financial institutions and deposit companies that are registered with us. They are subject to partial supervision. Individuals with protected identity are not visible in the register.

Söderberg & Partners Wealth Management AB

Cross border services

Date	Authorization
France
2019-01-07	Reception and transmission of orders in relation to one or more financial instruments
2019-01-07	Execution of orders on behalf of clients
2019-01-07	Discretionary portfolio management in respect of financial instruments
2019-01-07	Investment advice to customers regarding financial instruments
2019-01-07	Placing of financial instruments without a firm commitment basis
2019-01-07	Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management
2019-01-07	Granting credits or loans to an investor to allow him to carry out a transaction in one or more financial instruments, where the firm granting the credit or loan is involved in the transaction
2019-01-07	Foreign exchange services where these are connected to the provision of investment services
2019-01-07	Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments
2019-11-28	Ia) The life insurance referred to in points (a)(i), (ii) and (iii) of Article 2(3) Solvency 2 Directive excluding those referred to in II and III (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	Ib) Insurance issued as a supplement to insurance under Ia) (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	IIa) Marriage assurance (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	IIb) Birth assurance (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	III. The insurance referred to in points (a)(i) and (ii) of Article 2(3) Solvency 2 Directive, which are linked to investment funds (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	IV. Permanent health insurance, referred to in point (a)(iv) of Article 2(3) Solvency 2 Directive (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
Spain
2019-01-07	Reception and transmission of orders in relation to one or more financial instruments
2019-01-07	Execution of orders on behalf of clients
2019-01-07	Discretionary portfolio management in respect of financial instruments
2019-01-07	Investment advice to customers regarding financial instruments
2019-01-07	Placing of financial instruments without a firm commitment basis
2019-01-07	Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management
2019-01-07	Granting credits or loans to an investor to allow him to carry out a transaction in one or more financial instruments, where the firm granting the credit or loan is involved in the transaction
2019-01-07	Foreign exchange services where these are connected to the provision of investment services
2019-01-07	Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments
2019-11-28	Ia) The life insurance referred to in points (a)(i), (ii) and (iii) of Article 2(3) Solvency 2 Directive excluding those referred to in II and III (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	Ib) Insurance issued as a supplement to insurance under Ia) (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	IIa) Marriage assurance (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	IIb) Birth assurance (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	III. The insurance referred to in points (a)(i) and (ii) of Article 2(3) Solvency 2 Directive, which are linked to investment funds (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	IV. Permanent health insurance, referred to in point (a)(iv) of Article 2(3) Solvency 2 Directive (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
Portugal
2019-01-07	Reception and transmission of orders in relation to one or more financial instruments
2019-01-07	Execution of orders on behalf of clients
2019-01-07	Discretionary portfolio management in respect of financial instruments
2019-01-07	Investment advice to customers regarding financial instruments
2019-01-07	Placing of financial instruments without a firm commitment basis
2019-01-07	Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management
2019-01-07	Granting credits or loans to an investor to allow him to carry out a transaction in one or more financial instruments, where the firm granting the credit or loan is involved in the transaction
2019-01-07	Foreign exchange services where these are connected to the provision of investment services
2019-01-07	Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments
2019-11-28	Ia) The life insurance referred to in points (a)(i), (ii) and (iii) of Article 2(3) Solvency 2 Directive excluding those referred to in II and III (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	Ib) Insurance issued as a supplement to insurance under Ia) (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	IIa) Marriage assurance (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	IIb) Birth assurance (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	III. The insurance referred to in points (a)(i) and (ii) of Article 2(3) Solvency 2 Directive, which are linked to investment funds (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
2019-11-28	IV. Permanent health insurance, referred to in point (a)(iv) of Article 2(3) Solvency 2 Directive (direct) [Chapter 2 Section 12 of the Insurance Business Act (2010:2043)]
Norway
2019-07-17	Reception and transmission of orders in relation to one or more financial instruments
2019-07-17	Execution of orders on behalf of clients
2019-07-17	Discretionary portfolio management in respect of financial instruments
2019-07-17	Investment advice to customers regarding financial instruments
2019-07-17	Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management
2019-07-17	Granting credits or loans to an investor to allow him to carry out a transaction in one or more financial instruments, where the firm granting the credit or loan is involved in the transaction
2019-07-17	Foreign exchange services where these are connected to the provision of investment services
2019-07-17	Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments
Finland
2019-07-17	Reception and transmission of orders in relation to one or more financial instruments
2019-07-17	Execution of orders on behalf of clients
2019-07-17	Discretionary portfolio management in respect of financial instruments
2019-07-17	Investment advice to customers regarding financial instruments
2019-07-17	Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management
2019-07-17	Granting credits or loans to an investor to allow him to carry out a transaction in one or more financial instruments, where the firm granting the credit or loan is involved in the transaction
2019-07-17	Foreign exchange services where these are connected to the provision of investment services
2019-07-17	Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments
Denmark
2019-07-17	Reception and transmission of orders in relation to one or more financial instruments
2019-07-17	Execution of orders on behalf of clients
2019-07-17	Discretionary portfolio management in respect of financial instruments
2019-07-17	Investment advice to customers regarding financial instruments
2019-07-17	Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management
2019-07-17	Granting credits or loans to an investor to allow him to carry out a transaction in one or more financial instruments, where the firm granting the credit or loan is involved in the transaction
2019-07-17	Foreign exchange services where these are connected to the provision of investment services
2019-07-17	Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments