Where they hold approval

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

  • BV Services

    FRN 117954

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 19. Administrative functions in relation to the operation of stakeholder pension schemes
    • 3. Giving personal recommendations on derivatives
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 18 Oct 2022)
    • [FCA CF] Functions requiring qualifications (since 18 Oct 2022)
    • CF30 Customer (26 Feb 2010 to 10 Sep 2010)

Recent activity

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