Valerie Jane Barr

Last updated
3 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • EXECUTIVE BENEFIT SERVICES (U.K.) LIMITED

    FRN 134459

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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)
    • 11. Pension transfer specialist
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • [FCA CF] Manager of certification employee (1 Mar 2021 to 3 Feb 2022)
    • CF11 Money Laundering Reporting (18 May 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (19 Apr 2012 to 30 Sep 2018)
    • CF3 Chief Executive (21 Feb 2011 to 8 Dec 2019)
    • CF10 Compliance Oversight (21 Feb 2011 to 8 Dec 2019)
    • CF1 Director (21 Feb 2011 to 8 Dec 2019)
    • CF30 Customer (21 Feb 2011 to 8 Dec 2019)

Recent activity

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

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