Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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THE MINSTER PARTNERSHIP LIMITED
FRN 745901
- 21. Advising or arranging (bringing about) equity release transactions
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- CF30 Customer (27 Oct 2016 to 15 May 2020)
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- CF1 Director (AR) (3 May 2013 to 3 May 2014)
- CF30 Customer (1 Nov 2007 to 3 May 2014)
- CF24 Pension Transfer Specialist (19 Apr 2007 to 31 Oct 2007)
- CF21 Investment Adviser (20 Jul 2003 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.