Jason John Beecroft

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.

  • QED Financial Associates Ltd

    FRN 587216

    • 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] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (22 Aug 2016 to 8 Dec 2019)
  • Legal and General Assurance Society Limited (no longer approved here)

    FRN 117659

    • CF21 Investment Adviser (11 May 2006 to 29 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 Jul 2005 to 11 May 2006)
  • Legal & General (Unit Trust Managers) Limited (no longer approved here)

    FRN 119273

    • CF21 Investment Adviser (11 May 2006 to 29 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 Jul 2005 to 11 May 2006)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF21 Investment Adviser (1 Jun 2005 to 1 Jun 2005)
  • Zurich Introducer Network Ltd (no longer approved here)

    FRN 207639

    • Employed By (4 Mar 2004 to 1 Jun 2005)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (28 Apr 2003 to 2 Feb 2004)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 28 Apr 2003)

Recent activity

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

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