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| February 2013 | Funds under management tops $ 16.5 million managed programmes 19. |
October 2012 | Total client accounts tops 500 total client funds above $7 million. |
| January 2012 | Variety of Managed programmes on offer increase to seven. |
| December 2011 | FSA permissions added to offer pension and insurance services. |
| August 2011 | NFA membership upgraded to Introducing Broker. |
| December 2010 | CFD equity managed accounts introduced. |
| August 2010 | Relationships with appointed Representative Marshall Sterling Asset Management commence. |
| February 2010 | Relationships with appointed representatives Quantaur Capital and Clear Currency commence. |
| September 2009 | Mr Mario Kelly assumes 100% shareholding. |
| January 2009 | Mr Daryl Swain decides to leave amicably. |
| December 2008 | Large drawdown suffered following market volatility and Shearson Lehman collapse. |
| September 2006 | Branch in Spain obtains CNMV regulation. |
| March 2006 | Funds under management reach above $25 million dollars. |
| September 2003 | NFA membership as a CTA. |
| January 2001 | Upgrade of FSA regulation to offer a discretionary managed account service. |
| August 1999 | FSA regulation to offer advise service mainly in forex. |
| May 1998 | Company founded by Mr Mario Kelly and Mr Daryl Swain following their redundancies from CMC MARKETS PLC. |