Family Equity Plan Limited

Date authorised
1 April 2013
Companies House
02208249
Last scraped
3 weeks 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Authorised to Operate

    Show 1 limitation
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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.

Approved individuals

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

  • Peter James Burrows

    IRN PJB01485

    • CF1 Director (1 Apr 2015 to 10 Jun 2015)
  • Peter John Box

    IRN PJB01468

    • CF29 Significant management (14 Dec 2009 to 22 Mar 2017)
  • Philip Robert Edward Turner

    IRN PXT00055

    • 17. Administrative functions in relation to managing investments
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2020)
  • Philippa Jane Herz

    IRN PJH01400

    • SMF2 Chief Finance (since 26 Jan 2024)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (26 Apr 2017 to 8 Dec 2019)
    • CF28 Systems and controls (26 Apr 2017 to 17 May 2018)
    • CF29 Significant management (24 Jun 2016 to 26 Apr 2017)
  • Rachael Rosalind Mary Atkinson

    IRN RRA01026

    • CF29 Significant management (24 Jul 2014 to 29 Nov 2019)
  • Rachel Elizabeth Clayton

    IRN RXC00520

    • CF1 Director (AR) (22 Jul 2022 to 15 Mar 2023)
  • Ralph Smart

    IRN RXS02055

    • CF30 Customer (31 Jul 2009 to 2 Jul 2013)
  • Ravi Shanker Dubey

    IRN RXD07430

    • [FCA CF] Significant management (since 26 Oct 2020)
    • [FCA CF] Material risk taker (since 26 Oct 2020)
  • Reece Derek McQuade

    IRN RXM57300

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2022)
  • Reeva Jean Van Der Vijver-Burnett

    IRN RXV00064

    • [FCA CF] Manager of certification employee (since 4 Dec 2024)
    • [FCA CF] Significant management (since 4 Dec 2024)
    • [FCA CF] Material risk taker (since 4 Dec 2024)
    • [FCA CF] Client dealing (since 4 Dec 2024)
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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.

No changes recorded yet.