Iain Reid

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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] Functions requiring qualifications (since 30 Apr 2024)
    • [FCA CF] Client dealing (since 30 Apr 2024)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF30 Customer (1 Nov 2007 to 29 Dec 2011)
    • CF7 Sole Trader (AR) (24 Jul 2003 to 31 Jan 2007)
    • CF21 Investment Adviser (24 Jul 2003 to 31 Oct 2007)
  • Iain Reid (no longer approved here)

    FRN 226361

    • (3)Employed By (24 Jul 2003 to 29 Dec 2011)

Recent activity

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

No changes recorded yet.