Inderjeet Assi

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 (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (18 Jan 2021 to 16 Mar 2022)
    • [FCA CF] Client dealing (18 Jan 2021 to 16 Mar 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)
    • CF30 Customer (2 Jun 2011 to 29 Jan 2021)
    • CF1 Director (AR) (2 Jun 2011 to 29 Jan 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (31 Mar 2013 to 29 Jan 2021)
  • Asset Wealth Managers Ltd (no longer approved here)

    FRN 551145

    • Employed By (2 Jun 2011 to 29 Jan 2021)

Recent activity

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

No changes recorded yet.