Toby Adrian Matheson Bain

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.

  • The On-Line Partnership Limited

    FRN 192638

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 11. Pension transfer specialist
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Director of firm who is not a certification employee or a SMF manager (since 9 Aug 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Aug 2021)
    • CF1 Director (AR) (since 6 Aug 2021)
    • CF30 Customer (since 6 Aug 2021)
  • Matheson Charles Limited

    FRN 954458

    • (2)Employed By (since 6 Aug 2021)
  • Morgans Ltd (no longer approved here)

    FRN 159488

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Jun 2021)
    • CF30 Customer (12 Feb 2018 to 8 Dec 2019)
  • Patrick McGee Limited (no longer approved here)

    FRN 553377

    • CF30 Customer (6 Sep 2016 to 19 Jan 2018)

Recent activity

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

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