The Avalon Trustee Company Limited

Date authorised
29 July 2022
Companies House
02836336
Last scraped
14 hours ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Avalon Trustee Co Ltd
    Brooke Court
    Handforth
    Wilmslow
    Cheshire East
    SK9 3ND
    UNITED KINGDOM
    Phone
    +4401614862020
    Web
    https://www.avalonfuneralplans.com

  • Complaints Contact

    Avalon Trustee Co Ltd
    Brooke Court
    Handforth
    Wilmslow
    Cheshire East
    SK9 3ND
    UNITED KINGDOM
    Phone
    +4401614862020

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 Retail (Non-Investment Insurance), Funeral plan contract, Rights to interests in (Contractually-based investments)

    Show 2 limitations
    • · Other than distributing those funeral plan contracts into which the firm will enter as provider, the firm may only carry on funeral plan distribution in relation to funeral plan contracts (or rights to or interests in funeral plan contracts) entered, or to be entered into by Avalon (Europe) Limited.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

  • Funeral Plans

    For Retail (Non-Investment Insurance), Rights to interests in (Contractually-based investments), Funeral plan contract

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

  • Stockbroking

    For Retail (Non-Investment Insurance), Rights to interests in (Contractually-based investments), Funeral plan contract

    Show 2 limitations
    • · Other than distributing those funeral plan contracts into which the firm will enter as provider, the firm may only carry on funeral plan distribution in relation to funeral plan contracts (or rights to or interests in funeral plan contracts) entered, or to be entered into by Avalon (Europe) Limited.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

  • Sells Funeral Plans

    For Retail (Non-Investment Insurance), Funeral plan contract, Rights to interests in (Contractually-based investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

  • Investment Setup

    For Retail (Non-Investment Insurance), Rights to interests in (Contractually-based investments), Funeral plan contract

    Show 2 limitations
    • · Other than distributing those funeral plan contracts into which the firm will enter as provider, the firm may only carry on funeral plan distribution in relation to funeral plan contracts (or rights to or interests in funeral plan contracts) entered, or to be entered into by Avalon (Europe) Limited.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

Approved individuals

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

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

  1. trading name added: Your Last Wish

  2. controlled function added: (2)SMF3 Executive Director

  3. controlled function added: (1)SMF16 Compliance Oversight

  4. controlled function added: (5)SMF1 Chief Executive

  5. controlled function added: (4)SMF3 Executive Director

  6. controlled function added: (3)SMF3 Executive Director

  7. controlled function added: (2)SMF16 Compliance Oversight

  8. controlled function added: (1)CF1 Director (AR)

  9. controlled function removed: SMF3 Executive Director

  10. controlled function removed: SMF16 Compliance Oversight