Peter Jeffrey Cunio

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.

  • Worldwide Financial Planning Ltd

    FRN 440668

    • 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 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
  • Worldwide Financial Planning Limited (no longer approved here)

    FRN 185798

    • Employed By (22 Sep 2005 to 30 Dec 2005)
  • Canada Life Limited (no longer approved here)

    FRN 110394

    • CF21 Investment Adviser (1 Dec 2001 to 7 Nov 2002)

Recent activity

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

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