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.

  • Karl Adam Scrase

    IRN KXS57290

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Nov 2020)
  • Karl Jeffery Dixon Elliott

    IRN KJE01023

    • CF29 Significant management (17 Jun 2015 to 28 Jul 2017)
    • CF1 Director (30 Mar 2015 to 7 Jul 2015)
  • Kate Collins

    IRN KXC00155

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Nov 2025)
  • Kate Moore

    IRN KXB01579

    • CF29 Significant management (26 Sep 2008 to 30 Jun 2014)
  • Katie Leanne Jefferies

    IRN KXJ00134

    • [FCA CF] Client dealing (since 14 Nov 2025)
    • [FCA CF] Manager of certification employee (since 14 Nov 2025)
  • Keith Frederick Meeres

    IRN KXM01226

    • CF28 Systems and controls (1 Jul 2015 to 15 Jul 2016)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 12 Nov 2015)
    • CF10 Compliance Oversight (1 Dec 2001 to 12 Nov 2015)
    • CF1 Director (1 Dec 2001 to 15 Jul 2016)
  • Kevin Charles Browne

    IRN KCB01032

    • SMF5 Head of Internal Audit (since 29 Nov 2023)
    • [FCA CF] Significant management (9 Dec 2019 to 29 Nov 2023)
    • CF28 Systems and controls (2 Jan 2013 to 8 Dec 2019)
  • Leo Benjamin McKeague

    IRN LXM00661

    • [FCA CF] Significant management (29 Nov 2023 to 30 Jun 2025)
    • [FCA CF] Material risk taker (29 Nov 2023 to 30 Jun 2025)
  • Lewis Paul Brown

    IRN LXB57302

    • 17. Administrative functions in relation to managing investments
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Lindsay Veronica Taylor-King

    IRN LXT00311

    • [FCA CF] Manager of certification employee (since 29 Sep 2025)
    • [FCA CF] Significant management (since 29 Jul 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.

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