Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • SMF16 Compliance Oversight (since 8 Nov 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 8 Nov 2024)
    • Responsibility for MCD Intermediation (since 8 Nov 2024)
    • Responsible for Insurance Distribution (since 8 Nov 2024)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 13 Apr 2022)
    • CF11 Money Laundering Reporting (17 Sep 2019 to 8 Dec 2019)
    • CF1 Director (17 Sep 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.