David Hastie

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 29 Mar 2022)
    • [FCA CF] Functions requiring qualifications (since 29 Mar 2022)
  • Davidson Asset Management Limited (no longer approved here)

    FRN 225286

    • [FCA CF] Functions requiring qualifications (4 Dec 2020 to 1 Jun 2023)
    • [FCA CF] Client dealing (4 Dec 2020 to 1 Jun 2023)
    • SMF3 Executive Director (9 Dec 2019 to 14 Apr 2023)
    • CF1 Director (1 Mar 2017 to 8 Dec 2019)
    • CF30 Customer (1 Mar 2017 to 8 Dec 2019)

Recent activity

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

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