Family Equity Plan Limited

• 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

• 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 Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Unit

  Show 4 limitations Hide limitations

  • · Limited to investment management activities for the specified customer types.
  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • · Limited to dealing-only activities.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Unit

  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.

• Stockbroking

  For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Unit

  Show 3 limitations Hide limitations

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

• Investment Setup

  For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Unit

  Show 4 limitations Hide limitations

  • · Limited to investment management activities for the specified customer types.
  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • · Limited to transaction-only activities.

• Holds Your Assets

  For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Unit

  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.

• Lindsey Jane Sayers

  IRN LJS01097

  • [FCA CF] Significant management (9 Dec 2019 to 6 Aug 2020)
• Louise Emma Speed

  IRN LXS57288

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Nov 2020)
• Louise Sarah Powell

  IRN LSP01015

  • [FCA CF] Significant management (since 2 Jan 2024)
• Manoj Aggarwal

  IRN MXA54721

  • [FCA CF] Significant management (9 Dec 2019 to 31 Dec 2020)
• Marcelo Araujo

  IRN MXA00284

  • 16. Safeguarding and administering investments or holding client money
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Maria Louise Leighton

  IRN MLL01042

  • CF29 Significant management (1 Apr 2015 to 7 Apr 2015)
• Marion Jessica Beattie

  IRN MXB00925

  • [FCA CF] Functions requiring qualifications (4 Jul 2022 to 13 Feb 2026)
• Mark David Grafton

  IRN MDG01095

  • CF1 Director (AR) (4 Aug 2009 to 26 Mar 2019)
  • CF30 Customer (4 Aug 2009 to 26 Mar 2019)
• Mark John Woods

  IRN MXW00791

  • [FCA CF] Significant management (30 Oct 2023 to 8 Dec 2023)
• Martin Edward Perkins

  IRN MXP54722

  • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2021)

• Bounty (UK) Ltd (no longer appointed)

  FRN 222169 · Appointed 16 Jun 2005 · Until 2 Jan 2006

• Early Learning Centre Ltd (no longer appointed)

  FRN 429518 · Appointed 14 Mar 2005 · Until 21 Jan 2011

• Close Brothers Military Services Limited (no longer appointed)

  FRN 206231 · Appointed 11 Jun 2001 · Until 22 Mar 2004

• Open & Direct Limited (no longer appointed)

  FRN 201569 · Appointed 1 Feb 2000 · Until 7 Jan 2002

• Family Assurance Friendly Society Limited (no longer appointed)

  FRN 110067 · Appointed 1 Jul 1994 · Until 1 Dec 2001

• Ecology Building Society (no longer appointed)

  FRN 162090 · Appointed 31 Dec 1980 · Until 1 Dec 2001

No changes recorded yet.