Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Family Equity Plan Limited
FRN 122351
- 16. Safeguarding and administering investments or holding client money
- [FCA CF] Functions requiring qualifications (since 1 Jun 2021)
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Family Investment Management Limited
FRN 122394
- 16. Safeguarding and administering investments or holding client money
- [FCA CF] Functions requiring qualifications (since 1 Jun 2021)
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Engage Mutual Funds Limited
FRN 181487
- (92)16. Safeguarding and administering investments or holding client money
- (93)[FCA CF] Functions requiring qualifications (1 Jun 2021 to 6 May 2026)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: 16. Safeguarding and administering investments or holding client money at Engage Mutual Funds Limited
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controlled function removed: [FCA CF] Functions requiring qualifications at Engage Mutual Funds Limited
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controlled function added: (92)16. Safeguarding and administering investments or holding client money at Engage Mutual Funds Limited
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controlled function added: (93)[FCA CF] Functions requiring qualifications at Engage Mutual Funds Limited