Terry Coles

• Navera Investment Management Limited

  FRN 923827

  • 14. Managing investments
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Functions requiring qualifications (since 1 May 2020)
  • [FCA CF] Material risk taker (since 1 May 2020)
  • [FCA CF] Client dealing (since 1 May 2020)
• The Bank of New York Mellon (no longer approved here)

  FRN 122467

  • CF30 Customer (15 Dec 2011 to 6 Mar 2016)
• Newton Investment Management Limited (no longer approved here)

  FRN 119331

  • CF30 Customer (4 Nov 2010 to 3 Oct 2018)
• Columbia Threadneedle Management Limited (no longer approved here)

  FRN 119230

  • CF30 Customer (1 Nov 2007 to 10 Sep 2010)
  • CF27 Investment Management (5 Oct 2006 to 31 Oct 2007)
• Columbia Threadneedle REP AM Limited (no longer approved here)

  FRN 119283

  • CF30 Customer (1 Nov 2007 to 4 Feb 2010)
  • CF27 Investment Management (5 Oct 2006 to 31 Oct 2007)
• Columbia Threadneedle Fund Management Limited (no longer approved here)

  FRN 121940

  • CF30 Customer (1 Nov 2007 to 10 Sep 2010)
  • CF27 Investment Management (5 Oct 2006 to 31 Oct 2007)
• Columbia Threadneedle Investment Business Limited (no longer approved here)

  FRN 177896

  • CF30 Customer (1 Nov 2007 to 10 Sep 2010)
  • CF27 Investment Management (16 Jan 2007 to 31 Oct 2007)
• Morgan Stanley & Co. International Plc (no longer approved here)

  FRN 165935

  • CF21 Investment Adviser (1 Dec 2001 to 11 Aug 2006)

No changes recorded yet.