Karim Taha Wanas

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.

  • Fairstone Financial Management Limited

    FRN 475973

    • 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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 10 Jul 2023)
    • [FCA CF] Functions requiring qualifications (since 10 Jul 2023)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (20 Jan 2010 to 19 Aug 2010)
  • West Bromwich Financial Planning Ltd (no longer approved here)

    FRN 452555

    • Employed By (20 Jan 2010 to 19 Aug 2010)
  • West Bromwich Building Society (no longer approved here)

    FRN 104877

    • CF30 Customer (1 Nov 2007 to 31 Dec 2009)
    • CF21 Investment Adviser (7 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (6 Oct 2006 to 7 Mar 2007)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 24 Jan 2003)

Recent activity

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

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