Jacqueline Davies

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • Family Assurance Friendly Society Limited

    FRN 110067

    • SMF24 Chief Operations (since 15 Oct 2024)
    • [FCA CF] Significant management (3 May 2022 to 24 Jan 2025)
    • [FCA CF] Client dealing (3 May 2022 to 24 Jan 2025)
    • [FCA CF] Material risk taker (3 May 2022 to 24 Jan 2025)
    • [FCA CF] Manager of certification employee (3 May 2022 to 24 Jan 2025)
  • Family Equity Plan Limited

    FRN 122351

    • SMF24 Chief Operations (since 15 Oct 2024)
    • [FCA CF] Material risk taker (3 May 2022 to 24 Jan 2025)
    • [FCA CF] Significant management (3 May 2022 to 24 Jan 2025)
    • [FCA CF] Client dealing (3 May 2022 to 24 Jan 2025)
    • [FCA CF] Manager of certification employee (3 May 2022 to 24 Jan 2025)
  • OneFamily Advice Limited

    FRN 783577

    • SMF3 Executive Director (since 15 Oct 2024)
    • Responsible for Insurance Distribution (since 15 Oct 2024)
    • Responsibility for MCD Intermediation (since 15 Oct 2024)
    • [FCA CF] Manager of certification employee (1 Oct 2023 to 3 Jan 2025)
    • [FCA CF] Significant management (1 Oct 2023 to 3 Jan 2025)
  • Family Investment Management Limited

    FRN 122394

    • [FCA CF] Material risk taker (since 3 May 2022)
    • [FCA CF] Client dealing (since 3 May 2022)
    • [FCA CF] Manager of certification employee (since 3 May 2022)
    • [FCA CF] Significant management (since 3 May 2022)
  • Engage Mutual Funds Limited (no longer approved here)

    FRN 181487

    • (193)[FCA CF] Client dealing (3 May 2022 to 6 May 2026)
    • (194)[FCA CF] Material risk taker (3 May 2022 to 6 May 2026)
    • (195)[FCA CF] Manager of certification employee (3 May 2022 to 6 May 2026)
    • (196)[FCA CF] Significant management (3 May 2022 to 6 May 2026)
  • DILIGENTA LIMITED (no longer approved here)

    FRN 438831

    • [FCA CF] Manager of certification employee (4 May 2021 to 25 Apr 2022)

Recent activity

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

  1. controlled function removed: [FCA CF] Significant management at Engage Mutual Funds Limited

  2. controlled function removed: [FCA CF] Client dealing at Engage Mutual Funds Limited

  3. controlled function removed: [FCA CF] Manager of certification employee at Engage Mutual Funds Limited

  4. controlled function removed: [FCA CF] Material risk taker at Engage Mutual Funds Limited

  5. controlled function added: (193)[FCA CF] Client dealing at Engage Mutual Funds Limited

  6. controlled function added: (194)[FCA CF] Material risk taker at Engage Mutual Funds Limited

  7. controlled function added: (195)[FCA CF] Manager of certification employee at Engage Mutual Funds Limited

  8. controlled function added: (196)[FCA CF] Significant management at Engage Mutual Funds Limited