Jonathan Terence Isaacs

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.

  • FSJC Ltd

    FRN 587643

    • 11. Pension transfer specialist
    • 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
    • CF1 Director (AR) (since 4 Mar 2022)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF30 Customer (since 2 Jan 2013)
    • CF1 Director (2 Jan 2013 to 8 Dec 2019)
  • 3DIFS Ltd

    FRN 457891

    • (1)Employed By (since 25 Sep 2012)
    • (5)Employed By (15 Nov 2006 to 26 Jun 2012)
  • CGI Life & Pensions Ltd (no longer approved here)

    FRN 617107

    • Employed By (28 Mar 2014 to 16 Apr 2019)
  • 3 D Employee Benefits Ltd (no longer approved here)

    FRN 490733

    • Employed By (18 Jul 2012 to 11 Apr 2019)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (29 Dec 2004 to 24 Oct 2006)

Recent activity

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

No changes recorded yet.