Where they hold approval

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

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21A. Designing scripted questions for execution-only sales of regulated mortgage contracts for a non-business purpose
    • [PRA CF] Key function holder (since 24 Mar 2021)
    • Director of firm who is not a certification employee or a SMF manager (since 24 Mar 2021)
    • [FCA CF] Benchmark submission and administration (since 24 Mar 2021)
    • [FCA CF] Client dealing (since 24 Mar 2021)
    • [FCA CF] Functions requiring qualifications (since 24 Mar 2021)
    • [FCA CF] Significant management (since 24 Mar 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF8 Apportionment and Oversight (11 Jan 2007 to 31 Mar 2009)
    • CF1 Director (11 Jan 2007 to 8 Dec 2019)
    • Responsible for Insurance Mediation (11 Jan 2007 to 30 Sep 2018)

Recent activity

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

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