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.

  • 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)
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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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