The BT Partnership

Date authorised
1 April 2013
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    66 Wallace Wynd
    Cambuslang
    Glasgow
    Lanarkshire
    G72 8SE
    UNITED KINGDOM
    Phone
    +4401416414718
    Web
    https://thebtpartnership.ifa-web.co.uk

  • Complaints Contact

    66 Wallace Wynd
    Cambuslang
    Glasgow
    South Lanarkshire
    G72 8SE
    UNITED KINGDOM
    Phone
    +4401416414718

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.

  • Basic Pension Advice

    For Retail (Investment), Stakeholder products

Approved individuals

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

  • Clifford Charles Thomas

    IRN CCT00001

    • [FCA CF] Client dealing (25 Feb 2021 to 17 Sep 2021)
    • [FCA CF] Functions requiring qualifications (25 Feb 2021 to 17 Sep 2021)
    • CF30 Customer (9 Apr 2008 to 8 Dec 2019)
  • John Johnstone Beattie

    IRN JXB00005

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 25 Feb 2021)
    • [FCA CF] Client dealing (since 25 Feb 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (3 Feb 2009 to 30 Sep 2018)
    • CF11 Money Laundering Reporting (3 Feb 2009 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (3 Feb 2009 to 31 Mar 2009)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (22 Feb 2006 to 31 Oct 2007)
    • CF10 Compliance Oversight (22 Feb 2006 to 8 Dec 2019)

Recent activity

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

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