Where they hold approval

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

    • 11. Pension transfer specialist
    • 14. Managing investments
    • 15. Operating a collective investment scheme or undertaking the activities of a trustee or depositary of a collective investment scheme
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 3. Giving personal recommendations on derivatives
    • 9A. Advising on P2P agreements
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Responsibility for MCD Intermediation (since 31 May 2017)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF1 Director (1 Apr 2005 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Apr 2005 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Apr 2005 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Apr 2005 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (1 Apr 2005 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (1 Apr 2005 to 31 Mar 2009)

Recent activity

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

No changes recorded yet.