Where they hold approval

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

    • SMF16 Compliance Oversight (since 2 Nov 2023)
    • [FCA CF] Client dealing (since 9 Dec 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • CF30 Customer (1 Jun 2018 to 8 Dec 2019)
    • CF1 Director (1 Jun 2018 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Jun 2018 to 8 Dec 2019)
  • Morningstar Investment Management Europe Limited (no longer approved here)

    FRN 449468

    • CF30 Customer (4 Nov 2013 to 25 Apr 2014)
    • CF22 Investment Adviser (Trainee) (7 Mar 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.