Mark Atkinson

Last updated
3 weeks ago
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Where they hold approval

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

  • Chase de Vere Independent Financial Advisers limited

    FRN 137914

    • 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] Client dealing (since 16 May 2024)
    • [FCA CF] Functions requiring qualifications (since 16 May 2024)
    • CF30 Customer (7 Dec 2015 to 8 Sep 2017)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Mar 2010 to 30 Jul 2010)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (25 Jul 2008 to 28 Feb 2010)
  • Aviva Investors UK Fund Services Limited (no longer approved here)

    FRN 119310

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

Recent activity

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

No changes recorded yet.