Jason Koon Man Tse

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.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 1 Jul 2020)
    • [FCA CF] Client dealing (since 1 Jul 2020)
  • PRG Independent Limited (no longer approved here)

    FRN 592823

    • (7)Employed By (15 Jan 2013 to 30 Jun 2020)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (2 Apr 2012 to 30 Jun 2020)
  • The PRG Partnership (West London) (no longer approved here)

    FRN 540218

    • Employed By (4 Mar 2011 to 30 Jun 2020)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (4 Feb 2011 to 1 Apr 2012)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (13 Jan 2010 to 16 Mar 2011)

Recent activity

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

No changes recorded yet.