Family Equity Plan Limited

Date authorised
1 April 2013
Companies House
02208249
Last scraped
3 weeks ago
Watch for changes

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.

  • Gerard Christian L'Aimable

    IRN GXL09226

    • [FCA CF] Significant management (18 Dec 2023 to 15 Aug 2024)
    • [FCA CF] Material risk taker (18 Dec 2023 to 15 Aug 2024)
  • Graham John O'Sullivan

    IRN GXO12624

    • SMF24 Chief Operations (1 Nov 2023 to 31 Mar 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 1 Nov 2023)
  • Greg Robson

    IRN GXR00098

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2021)
    • [FCA CF] CASS oversight function (9 Dec 2019 to 31 Mar 2021)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2021)
  • Gregory John Carter

    IRN GJC01136

    • CF10 Compliance Oversight (4 Aug 2017 to 10 Nov 2017)
    • CF11 Money Laundering Reporting (4 Aug 2017 to 10 Nov 2017)
  • Guy Jonathan French

    IRN GJF01078

    • CF29 Significant management (4 Aug 2017 to 30 Nov 2018)
  • Helen Walsh

    IRN HXW00289

    • [FCA CF] Significant management (since 8 Aug 2025)
  • Holly Rebecca Chilton Fernandez

    IRN HXF00089

    • [FCA CF] Significant management (10 Nov 2022 to 31 May 2024)
  • Holly Victoria Ewing

    IRN HXE00089

    • SMF18 Other Overall Responsibility (since 20 Aug 2024)
  • Howard Royden Murray

    IRN HXM53620

    • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2021)
  • Iain Lloyd Clark

    IRN ILC01015

    • [FCA CF] Significant management (9 Nov 2020 to 8 Oct 2021)
    • [FCA CF] Material risk taker (9 Nov 2020 to 8 Oct 2021)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

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

No changes recorded yet.