Jonathan Bright
IRN: JXB00123•Active
Current Roles (5)
| Firm | Role | Since |
|---|---|---|
| J FINANCE LTD | The London Institute of Banking and Finance (LIBF) - formerly known as IFS | 05/03/2021 |
| J FINANCE LTD | CPD20 - Advising or arranging regulated mortgage contracts | 05/03/2021 |
| J FINANCE LTD | CPD21 - Advising or arranging equity release transactions | 05/03/2021 |
| J FINANCE LTD | The Chartered Insurance Institute (CII) | 05/03/2021 |
| J FINANCE LTD | [FCA CF] Functions requiring qualifications | 09/12/2019 |
Past Roles (28)
| Firm | Role | From | To | Status |
|---|---|---|---|---|
| True Potential Wealth Management LLP | The Chartered Insurance Institute (CII) | 28/07/2022 | 28/04/2023 | Withdrawn |
| True Potential Wealth Management LLP | CPD4 - Personal recommendation on retail investments (not broker funds) | 28/07/2022 | 28/04/2023 | Withdrawn |
| True Potential Wealth Management LLP | CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway) | 28/07/2022 | 28/04/2023 | Withdrawn |
| True Potential Wealth Management LLP | [FCA CF] Client dealing | 26/07/2022 | 28/04/2023 | Withdrawn |
| True Potential Wealth Management LLP | [FCA CF] Functions requiring qualifications | 26/07/2022 | 28/04/2023 | Withdrawn |
| J FINANCE LTD | CPD4 - Personal recommendation on retail investments (not broker funds) | 05/03/2021 | 16/04/2024 | Withdrawn |
| J FINANCE LTD | [FCA CF] CASS oversight function | 09/12/2019 | 26/11/2024 | Withdrawn |
| J FINANCE LTD | [FCA CF] Client dealing | 09/12/2019 | 24/11/2023 | Withdrawn |
| J FINANCE LTD | [PRA CF] Key function holder | 09/12/2019 | 26/11/2024 | Withdrawn |
| J FINANCE LTD | SMF3 Executive Director | 09/12/2019 | 13/11/2025 | Withdrawn |
| J FINANCE LTD | SMF16 Compliance Oversight | 09/12/2019 | 26/11/2024 | Withdrawn |
| J FINANCE LTD | [FCA CF] Significant management | 09/12/2019 | 26/11/2024 | Withdrawn |
| J FINANCE LTD | SMF17 Money Laundering Reporting Officer (MLRO) | 09/12/2019 | 16/08/2024 | Withdrawn |
| J FINANCE LTD | Responsible for Insurance Distribution | 01/10/2018 | 26/11/2024 | Withdrawn |
| J FINANCE LTD | Responsibility for MCD Intermediation | 06/10/2016 | 26/11/2024 | Withdrawn |
| J FINANCE LTD | CF30 Customer | 01/11/2007 | 08/12/2019 | Withdrawn |
| J FINANCE LTD | CF1 Director | 03/01/2006 | 08/12/2019 | Withdrawn |
| J FINANCE LTD | CF10 Compliance Oversight | 03/01/2006 | 08/12/2019 | Withdrawn |
| J FINANCE LTD | CF21 Investment Adviser | 03/01/2006 | 31/10/2007 | Converted |
| J FINANCE LTD | CF11 Money Laundering Reporting | 03/01/2006 | 08/12/2019 | Withdrawn |
| J FINANCE LTD | CF8 Apportionment and Oversight | 03/01/2006 | 31/03/2009 | Withdrawn |
| J FINANCE LTD | Responsible for Insurance Mediation | 03/01/2006 | 30/09/2018 | Converted |
| Sesame Limited | CF1 Director (AR) | 21/10/2004 | 30/12/2005 | Withdrawn |
| Sesame Limited | CF4 Partner (AR) | 01/08/2003 | 20/10/2004 | Withdrawn |
| Sesame Limited | CF21 Investment Adviser | 01/08/2003 | 30/12/2005 | Withdrawn |
| DBS Financial Management Plc | CF4 Partner (AR) | 01/12/2001 | 31/07/2003 | Withdrawn |
| DBS Financial Management Plc | CF21 Investment Adviser | 01/12/2001 | 31/07/2003 | Withdrawn |
| J Finance Ltd | Employed By | 01/12/2001 | 30/12/2005 | Terminated |