Canada Life Platform Limited

• Principal Place of Business

  Level 37

  22 Bishopsgate

  London

  EC2N 4BQ

  UNITED KINGDOM

  Phone

  +443456060708

  Web

  https://www.canadalife.co.uk

• Complaints Contact

  Level 37

  22 Bishopsgate

  London

  EC2N 4BQ

  UNITED KINGDOM

  Phone

  +443456060708

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Retail (Investment), Certificates representing certain security, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Stockbroking

  For Retail (Investment), Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

• Trades With You Directly

  For Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

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  • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates” on the permission
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Runs Personal Pensions

  For Personal pension scheme

• Investment Setup

  For Retail (Investment), Certificates representing certain security, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Keith Marshall

  IRN KEM01063

  • [FCA CF] Significant management (8 Jan 2021 to 26 Feb 2021)
  • [PRA CF] Key function holder (9 Dec 2019 to 10 Jun 2020)
  • SMF4 Chief Risk (10 Dec 2018 to 24 Aug 2020)
  • SIMF4 Chief Risk Function (26 Jun 2017 to 9 Dec 2018)
  • SIMF20 Chief Actuary Function (7 Mar 2016 to 27 Jun 2017)
  • CF12 Actuarial (4 Feb 2016 to 6 Mar 2016)
• Kevin Hagues

  IRN KXH00441

  • [FCA CF] Manager of certification employee (18 Jan 2024 to 22 Oct 2025)
  • [FCA CF] Significant management (18 Jan 2024 to 22 Oct 2025)
• Kirstyn Sherwood

  IRN KXS02367

  • SMF17 Money Laundering Reporting Officer (MLRO) (10 Dec 2018 to 21 Dec 2023)
  • SMF16 Compliance Oversight (10 Dec 2018 to 20 Nov 2019)
  • CF11 Money Laundering Reporting (26 Oct 2015 to 9 Dec 2018)
  • CF10 Compliance Oversight (26 Oct 2015 to 9 Dec 2018)
• Lara Mary Bealing

  IRN LXB00093

  • [FCA CF] Significant management (11 Jan 2021 to 17 Nov 2023)
• Lauren Morris-Fox

  IRN LXM00695

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 30 May 2024)
• Lindsey Rix-Broom

  IRN LXM01731

  • [FCA CF] Manager of certification employee (since 22 Nov 2023)
  • SMF3 Executive Director (4 Apr 2022 to 30 Sep 2024)
• Lisa Annette Rodriguez

  IRN LAR01064

  • [FCA CF] Significant management (7 Jan 2021 to 18 Oct 2023)
• Lisa Blackhall

  IRN LXB00351

  • [FCA CF] Significant management (since 29 Sep 2025)
  • [FCA CF] Manager of certification employee (since 29 Sep 2025)
• Malcolm James Hamilton

  IRN MXJ00209

  • [FCA CF] Significant management (13 May 2021 to 31 Aug 2023)
• Mark Beresford Jones

  IRN MBJ01019

  • [FCA CF] Significant management (since 31 Aug 2023)
  • [FCA CF] Manager of certification employee (31 Aug 2023 to 15 Nov 2023)
  • [FCA CF] Significant management (5 Jan 2021 to 21 Nov 2022)

No changes recorded yet.