Donald Lachlan Munro MacPherson

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.

  • Corbel Partners Limited (no longer approved here)

    FRN 429142

    • [FCA CF] Client dealing (23 Oct 2020 to 16 Oct 2024)
    • Appointed representative dealing with clients for which they require qualification (23 Oct 2020 to 16 Oct 2024)
    • CF1 Director (AR) (23 Oct 2020 to 16 Oct 2024)
    • CF30 Customer (23 Oct 2020 to 16 Oct 2024)
    • Sole trader dealing with clients for which they require qualification (23 Oct 2020 to 24 Oct 2020)
    • [FCA CF] Functions requiring qualifications (23 Oct 2020 to 16 Oct 2024)
    • [PRA CF] Key function holder (23 Oct 2020 to 24 Oct 2020)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Oct 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 22 Oct 2020)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Oct 2020)
    • CF1 Director (AR) (19 Dec 2017 to 22 Oct 2020)
    • CF30 Customer (8 Dec 2017 to 22 Oct 2020)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (11 Jul 2014 to 7 Dec 2017)
    • CF30 Customer (21 Jan 2010 to 26 Apr 2013)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (11 Jul 2014 to 7 Dec 2017)
  • Bristol & West Financial Services Ltd (no longer approved here)

    FRN 627322

    • Employed By (11 Jul 2014 to 7 Dec 2017)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (423)Employed By (8 Mar 2012 to 26 Apr 2013)
  • Rosemount Financial Solutions Ltd (no longer approved here)

    FRN 448935

    • (54)Employed By (21 Jan 2010 to 22 Oct 2020)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 10 Dec 2009)
    • CF1 Director (AR) (15 Mar 2007 to 18 Jan 2010)
    • CF21 Investment Adviser (22 Nov 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Jun 2005 to 22 Nov 2005)
    • CF4 Partner (AR) (1 Jun 2005 to 15 Mar 2007)
  • Mendip Financial Services Ltd (no longer approved here)

    FRN 225906

    • (2)Employed By (9 Jul 2003 to 18 Jan 2010)
  • BA (GI) Limited (no longer approved here)

    FRN 117647

    • CF21 Investment Adviser (26 Mar 2002 to 1 Aug 2002)

Recent activity

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

No changes recorded yet.