Bernard John White

Last updated
1 week ago
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Where they hold approval

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

  • Family Investment Management Limited (no longer approved here)

    FRN 122394

    • [FCA CF] Material risk taker (1 Mar 2022 to 31 Mar 2025)
    • [FCA CF] CASS oversight function (9 Dec 2019 to 31 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2021)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Jul 2021)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2025)
    • CF10a CASS Oversight function (21 Oct 2011 to 8 Dec 2019)
    • CF29 Significant management (6 Apr 2010 to 3 Jul 2017)
  • Family Assurance Friendly Society Limited (no longer approved here)

    FRN 110067

    • [PRA CF] Significant risk taker or Material risk taker (1 Aug 2021 to 31 Mar 2025)
    • [FCA CF] Client dealing (10 Dec 2018 to 31 Jul 2021)
    • [FCA CF] Manager of certification employee (10 Dec 2018 to 31 Jul 2021)
    • [FCA CF] Material risk taker (10 Dec 2018 to 31 Mar 2025)
    • [FCA CF] Significant management (10 Dec 2018 to 31 Mar 2025)
    • CF29 Significant management (1 Nov 2007 to 7 Mar 2016)
    • Responsible for Insurance Mediation (14 Jan 2005 to 7 Mar 2016)
    • CF17 Significant Mgt (Other Business Operations) (5 Aug 2002 to 31 Oct 2007)
  • Family Equity Plan Limited (no longer approved here)

    FRN 122351

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Jul 2021)
    • [FCA CF] Material risk taker (9 Dec 2019 to 31 Mar 2025)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2025)
    • [FCA CF] CASS oversight function (9 Dec 2019 to 31 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2021)
    • CF10a CASS Oversight function (21 Oct 2011 to 8 Dec 2019)
    • CF29 Significant management (6 Apr 2010 to 3 Jul 2017)
  • Engage Mutual Funds Limited (no longer approved here)

    FRN 181487

    • (78)[FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2021)
    • (79)[FCA CF] Material risk taker (9 Dec 2019 to 31 Mar 2025)
    • (80)[FCA CF] Manager of certification employee (9 Dec 2019 to 31 Jul 2021)
    • (81)[FCA CF] Significant management (9 Dec 2019 to 31 Mar 2025)
    • (82)[FCA CF] CASS oversight function (9 Dec 2019 to 31 Jul 2021)
    • (77)CF10a CASS Oversight function (17 May 2016 to 8 Dec 2019)
  • OneFamily Advice Limited (no longer approved here)

    FRN 783577

    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2025)

Recent activity

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

  1. controlled function added: (77)CF10a CASS Oversight function at Engage Mutual Funds Limited

  2. controlled function added: (78)[FCA CF] Client dealing at Engage Mutual Funds Limited

  3. controlled function added: (79)[FCA CF] Material risk taker at Engage Mutual Funds Limited

  4. controlled function added: (80)[FCA CF] Manager of certification employee at Engage Mutual Funds Limited

  5. controlled function added: (81)[FCA CF] Significant management at Engage Mutual Funds Limited

  6. controlled function added: (82)[FCA CF] CASS oversight function at Engage Mutual Funds Limited