Beth Tait

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • Family Assurance Friendly Society Limited

    FRN 110067

    • SMF18 Other Overall Responsibility (since 26 Mar 2024)
    • [FCA CF] Manager of certification employee (1 Dec 2023 to 8 Jan 2025)
    • [FCA CF] Material risk taker (1 Sep 2023 to 8 Jan 2025)
    • [FCA CF] Significant management (1 Sep 2023 to 8 Jan 2025)
  • Family Equity Plan Limited

    FRN 122351

    • SMF18 Other Overall Responsibility (since 26 Mar 2024)
    • [FCA CF] Material risk taker (1 Dec 2023 to 10 Jan 2025)
    • [FCA CF] Manager of certification employee (1 Dec 2023 to 10 Jan 2025)
    • [FCA CF] Significant management (1 Dec 2023 to 10 Jan 2025)
  • Family Investment Management Limited

    FRN 122394

    • [FCA CF] Manager of certification employee (since 1 Dec 2023)
    • [FCA CF] Material risk taker (since 1 Dec 2023)
    • [FCA CF] Significant management (since 1 Dec 2023)
  • OneFamily Advice Limited

    FRN 783577

    • [FCA CF] Significant management (since 1 Dec 2023)
    • [FCA CF] Manager of certification employee (since 1 Dec 2023)
  • Engage Mutual Funds Limited (no longer approved here)

    FRN 181487

    • (186)[FCA CF] Significant management (1 Dec 2023 to 6 May 2026)
    • (185)[FCA CF] Manager of certification employee (1 Dec 2023 to 6 May 2026)
    • (184)[FCA CF] Material risk taker (1 Dec 2023 to 6 May 2026)
  • BISL Limited (no longer approved here)

    FRN 308896

    • [FCA CF] Significant management (10 Jan 2022 to 30 Nov 2022)

Recent activity

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

  1. controlled function removed: [FCA CF] Significant management at Engage Mutual Funds Limited

  2. controlled function removed: [FCA CF] Manager of certification employee at Engage Mutual Funds Limited

  3. controlled function removed: [FCA CF] Material risk taker at Engage Mutual Funds Limited

  4. controlled function added: (184)[FCA CF] Material risk taker at Engage Mutual Funds Limited

  5. controlled function added: (185)[FCA CF] Manager of certification employee at Engage Mutual Funds Limited

  6. controlled function added: (186)[FCA CF] Significant management at Engage Mutual Funds Limited