Engage Mutual Funds Limited

Companies House
03224780
Last scraped
17 hours ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Family Assurance Friendly Society Ltd
    15-18 West Street
    Brighton
    Brighton And Hove
    BN1 2RL
    UNITED KINGDOM
    Phone
    +4403448920920
    Web
    https://www.onefamily.com

  • Complaints Contact

    Family Assurance Friendly Society Ltd
    15-18 West Street
    Brighton
    Brighton And Hove
    BN1 2RL
    UNITED KINGDOM
    Phone
    +4403448920920

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Benjamin James Mizen

    IRN BXM00451

    • (116)[FCA CF] Significant management (5 Jun 2024 to 6 May 2026)
  • Benjamin Mark Montague

    IRN BXM57280

    • (69)17. Administrative functions in relation to managing investments
    • (70)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 May 2026)
  • Bernard John White

    IRN BJW00013

    • (78)[FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2021)
    • (79)[FCA CF] Material risk taker (9 Dec 2019 to 31 Mar 2025)
    • (80)[FCA CF] Manager of certification employee (9 Dec 2019 to 31 Jul 2021)
    • (81)[FCA CF] Significant management (9 Dec 2019 to 31 Mar 2025)
    • (82)[FCA CF] CASS oversight function (9 Dec 2019 to 31 Jul 2021)
    • (77)CF10a CASS Oversight function (17 May 2016 to 8 Dec 2019)
  • Beth Tait

    IRN BXP01224

    • (186)[FCA CF] Significant management (1 Dec 2023 to 6 May 2026)
    • (184)[FCA CF] Material risk taker (1 Dec 2023 to 6 May 2026)
    • (185)[FCA CF] Manager of certification employee (1 Dec 2023 to 6 May 2026)
  • Cara Ann Whatford

    IRN CAW01144

    • (197)SMF3 Executive Director (5 Dec 2023 to 6 May 2026)
    • (198)[FCA CF] Client dealing (1 Aug 2021 to 17 Jan 2025)
    • (202)[FCA CF] CASS oversight function (1 Aug 2021 to 17 Jan 2025)
    • (200)[FCA CF] Manager of certification employee (1 Aug 2021 to 17 Jan 2025)
    • (199)[FCA CF] Material risk taker (26 Feb 2021 to 17 Jan 2025)
    • (201)[FCA CF] Significant management (9 Dec 2019 to 17 Jan 2025)
  • Carl Potgieter

    IRN CXP53617

    • (42)[FCA CF] Significant management (9 Dec 2019 to 6 May 2026)
    • (41)[FCA CF] Material risk taker (9 Dec 2019 to 6 May 2026)
  • Carly Ann Santry

    IRN CXS00281

    • (161)16. Safeguarding and administering investments or holding client money
    • (162)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 May 2026)
  • Carol Ann Ritchie

    IRN CAR01087

    • (242)CF28 Systems and controls (2 Nov 2015 to 10 Aug 2016)
    • (241)CF29 Significant management (6 Mar 2013 to 2 Apr 2014)
  • Carol Day

    IRN CXD01486

    • (19)CF29 Significant management (1 Apr 2015 to 2 Mar 2016)
  • Caroline Elizabeth Fawcett

    IRN CEF01041

    • (216)CF2 Non Executive Director (28 May 2013 to 2 Apr 2015)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (161)16. Safeguarding and administering investments or holding client money

  2. controlled function added: (160)[FCA CF] Functions requiring qualifications

  3. controlled function added: (159)[FCA CF] Significant management

  4. controlled function added: (158)[FCA CF] Significant management

  5. controlled function added: (157)[FCA CF] Material risk taker

  6. controlled function added: (156)[FCA CF] Significant management

  7. controlled function added: (155)[FCA CF] Significant management

  8. controlled function added: (154)[FCA CF] Material risk taker

  9. controlled function added: (153)[FCA CF] Significant management

  10. controlled function added: (152)[FCA CF] Material risk taker

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