Carly Ann Santry

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Family Equity Plan Limited

    FRN 122351

    • 16. Safeguarding and administering investments or holding client money
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Family Investment Management Limited

    FRN 122394

    • 16. Safeguarding and administering investments or holding client money
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Engage Mutual Funds Limited

    FRN 181487

    • (161)16. Safeguarding and administering investments or holding client money
    • (162)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 May 2026)

Recent activity

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

  1. controlled function removed: 16. Safeguarding and administering investments or holding client money at Engage Mutual Funds Limited

  2. controlled function removed: [FCA CF] Functions requiring qualifications at Engage Mutual Funds Limited

  3. controlled function added: (161)16. Safeguarding and administering investments or holding client money at Engage Mutual Funds Limited

  4. controlled function added: (162)[FCA CF] Functions requiring qualifications at Engage Mutual Funds Limited