Jacqueline Davidson-Slack

Last updated
1 week ago
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Where they hold approval

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

  • Premier Wealth Solutions Ltd

    FRN 912100

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 18 Nov 2020)
    • [FCA CF] Functions requiring qualifications (since 18 Nov 2020)
    • Responsible for Insurance Distribution (since 31 Jan 2020)
    • SMF16 Compliance Oversight (since 31 Jan 2020)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 31 Jan 2020)
    • SMF3 Executive Director (since 31 Jan 2020)
  • ARBUTHNOT LATHAM & CO., LIMITED (no longer approved here)

    FRN 143336

    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 27 Nov 2019)
    • CF30 Customer (28 Sep 2015 to 6 Mar 2016)

Recent activity

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

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