Daniel Rene Christ

Last updated
2 weeks ago
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Where they hold approval

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

  • Burwood Sage + Brookridge Ltd

    FRN 231631

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 19 Nov 2020)
    • [FCA CF] Functions requiring qualifications (since 19 Nov 2020)
    • [FCA CF] Client dealing (since 19 Nov 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (AR) (since 14 Apr 2017)
    • CF4 Partner (AR) (since 28 Feb 2012)
    • CF30 Customer (since 1 Nov 2007)
    • CF1 Director (17 May 2004 to 8 Dec 2019)
    • CF21 Investment Adviser (17 May 2004 to 31 Oct 2007)
  • Burwood Sage Asset Management Ltd

    FRN 210723

    • Employed By (since 14 Apr 2017)
  • BS & B LLP

    FRN 551931

    • Employed By (since 28 Feb 2012)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF21 Investment Adviser (4 Nov 2003 to 12 Jul 2004)
    • CF22 Investment Adviser (Trainee) (19 May 2003 to 4 Nov 2003)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF22 Investment Adviser (Trainee) (19 May 2003 to 3 Jun 2003)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF22 Investment Adviser (Trainee) (19 May 2003 to 3 Jun 2003)

Recent activity

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

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