Jamsheed Baman Motafram

Last updated
5 days ago
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Where they hold approval

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

  • Halcyon Wealth UK Ltd

    FRN 948417

    • 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)
    • [FCA CF] Functions requiring qualifications (since 31 Aug 2021)
    • [FCA CF] Client dealing (since 31 Aug 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Sep 2021)
    • CF30 Customer (21 Nov 2012 to 13 Sep 2021)
    • CF1 Director (AR) (23 Feb 2010 to 13 Sep 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (8 Feb 2010 to 13 Sep 2021)
  • Concours Capital Ltd (no longer approved here)

    FRN 516163

    • Employed By (8 Feb 2010 to 13 Sep 2021)
  • Culross Global Management Limited (no longer approved here)

    FRN 155592

    • CF30 Customer (12 Nov 2008 to 29 Jul 2009)

Recent activity

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

No changes recorded yet.