Jerran David Lamont Whyte

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.

  • BELVEDERE WEALTH MANAGEMENT LTD.

    FRN 950976

    • 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
    • SMF16 Compliance Oversight (since 4 Oct 2021)
    • SMF3 Executive Director (since 4 Oct 2021)
    • [FCA CF] Functions requiring qualifications (since 4 Oct 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 4 Oct 2021)
    • [FCA CF] Client dealing (since 4 Oct 2021)
    • Responsible for Insurance Distribution (since 4 Oct 2021)
    • CF1 Director (AR) (9 Jun 2022 to 6 Apr 2023)
    • CF30 Customer (9 Jun 2022 to 6 Apr 2023)
    • Director of firm who is not a certification employee or a SMF manager (4 Oct 2021 to 5 Oct 2021)
    • Appointed representative dealing with clients for which they require qualification (4 Oct 2021 to 5 Oct 2021)
    • [FCA CF] Manager of certification employee (4 Oct 2021 to 5 Oct 2021)
    • [FCA CF] Material risk taker (4 Oct 2021 to 5 Oct 2021)
    • [FCA CF] Significant management (4 Oct 2021 to 5 Oct 2021)
  • BELVEDERE WEALTH MANAGEMENT & CO LTD (no longer approved here)

    FRN 976922

    • Employed By (9 Jun 2022 to 6 Apr 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Mar 2021)
    • CF30 Customer (11 Apr 2018 to 15 Mar 2021)
  • Pinnacle Wealth Management LLP (no longer approved here)

    FRN 582859

    • (36)Employed By (11 Apr 2018 to 15 Mar 2021)

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

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