Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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The On-Line Partnership Limited
FRN 192638
- 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)
- 9A. Advising on P2P agreements
- Appointed representative dealing with clients for which they require qualification (since 25 Aug 2021)
- CF30 Customer (since 18 Aug 2021)
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Crystal Life Limited
FRN 142772
- Employed By (since 18 Aug 2021)
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- CF30 Customer (10 Sep 2018 to 8 Dec 2019)
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- (37)CF30 Customer (30 Sep 2016 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (37)CF30 Customer at Pension Income Planning Limited