Matthew Henry Aitchison

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.

  • Clear Vision Financial Planning Limited

    FRN 561927

    • 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)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • [PRA CF] Key function holder (9 Dec 2019 to 21 Apr 2021)
    • CF30 Customer (7 Nov 2011 to 8 Dec 2019)
    • CF1 Director (7 Nov 2011 to 8 Dec 2019)
    • CF10 Compliance Oversight (7 Nov 2011 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (7 Nov 2011 to 8 Dec 2019)
    • Responsible for Insurance Mediation (7 Nov 2011 to 30 Sep 2018)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (23 Nov 2009 to 21 Dec 2011)
  • Matthew Aitchison (no longer approved here)

    FRN 512451

    • Employed By (23 Nov 2009 to 21 Dec 2011)
  • OCM WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 418826

    • CF30 Customer (19 Jun 2008 to 17 Mar 2009)

Recent activity

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

No changes recorded yet.