Calum Stuart O'Donnell

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.

  • Alan Boswell & Company Limited

    FRN 211088

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 12 Jun 2019)
  • Alan Boswell Employee Benefits Ltd

    FRN 544940

    • (3)Employed By (since 21 Jun 2019)
  • AMAS Investments Limited (no longer approved here)

    FRN 706535

    • CF30 Customer (24 May 2016 to 19 Jun 2019)

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

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