Fortis Medical Finance Ltd

Date authorised
26 March 2024
Companies House
15025620
Last scraped
4 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    4th Floor Silverstream House
    45 Fitzroy Street
    Camden
    London
    W1T 6EB
    UNITED KINGDOM
    Phone
    +442071238276
    Web
    https://fortis-medical.co.uk

  • Complaints Contact

    4th Floor Silverstream House
    45 Fitzroy Street
    Camden
    London
    W1T 6EB
    UNITED KINGDOM
    Phone
    +442071238276

What this firm is allowed to do

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

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    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.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    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.

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    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.

  • Benjamin Holdsworth

    IRN BXH01495

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Responsible for Insurance Distribution (since 26 Mar 2024)
    • SMF1 Chief Executive (since 26 Mar 2024)
    • SMF16 Compliance Oversight (since 26 Mar 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 26 Mar 2024)
    • SMF3 Executive Director (since 26 Mar 2024)
    • [FCA CF] Client dealing (since 26 Mar 2024)
    • [FCA CF] Functions requiring qualifications (since 26 Mar 2024)

Recent activity

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

No changes recorded yet.