Mark Antony Fortner

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Select Wealth Management Limited

    FRN 745204

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 19 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 3 Oct 2016)
    • CF11 Money Laundering Reporting (3 Oct 2016 to 8 Dec 2019)
    • CF1 Director (3 Oct 2016 to 8 Dec 2019)
    • CF10 Compliance Oversight (3 Oct 2016 to 8 Dec 2019)
    • CF30 Customer (3 Oct 2016 to 8 Dec 2019)
    • Responsible for Insurance Mediation (3 Oct 2016 to 30 Sep 2018)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (4 Feb 2013 to 7 Nov 2016)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (14 Dec 2011 to 2 Jul 2012)

Recent activity

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

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