Allan McLean Reid

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Champion Financial Advisors Limited

    FRN 448379

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF10 Compliance Oversight (16 Jun 2006 to 8 Dec 2019)
    • CF1 Director (16 Jun 2006 to 8 Dec 2019)
    • CF21 Investment Adviser (16 Jun 2006 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (16 Jun 2006 to 31 Mar 2009)
    • Responsible for Insurance Mediation (16 Jun 2006 to 30 Sep 2018)
  • The Whitechurch Network Limited (no longer approved here)

    FRN 190859

    • CF21 Investment Adviser (14 Mar 2005 to 11 Dec 2006)
    • CF22 Investment Adviser (Trainee) (20 Aug 2003 to 14 Mar 2005)
    • CF1 Director (AR) (20 Aug 2003 to 11 Dec 2006)
  • Life Assurance, Mortgages and Pensions Consultants)Ltd (no longer approved here)

    FRN 227547

    • (2)Employed By (20 Aug 2003 to 11 Dec 2006)
  • LAMP Ltd (K373) (no longer approved here)

    FRN 206127

    • Employed By (1 Dec 2001 to 30 Oct 2003)

Recent activity

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

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