Chartered Institute for Securities and Investment

Reference number: 1023301

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Introducer appointed representative

Chartered Institute for Securities and Investment can only introduce you to their principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

Cycle Solutions (Cycle to Work) Limited Reference number: 722968 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Chartered Institute for Securities and Investment (FRN 1023301) introduces customers to Cycle Solutions (Cycle to Work) Limited (FRN 722968). Any regulated advice or arranging is done by the principal, not Chartered Institute for Securities and Investment.
  • Example: if Chartered Institute for Securities and Investment refers you to a financial adviser, the advice should come from the principal firm, not from Chartered Institute for Securities and Investment itself.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    020 7645 0777

  • Address

    Chartered Institute For Securities & Investment, 20 Fenchurch Street, London, City Of London, EC3M 3BY, United Kingdom

In the full report: 2 background checks, 1 thing worth a closer look

  • What kind of line 020 7645 0777 is
  • Whether EC3M 3BY is a shared office: 26 other firms give it
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Cycle Solutions (Cycle to Work) Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Get the full report on this firm

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 background checks on its contact details, 1 flagged

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Frequently asked questions about this firm

Is Chartered Institute for Securities and Investment FCA authorised?
Chartered Institute for Securities and Investment (FRN 1023301) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Chartered Institute for Securities and Investment?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Chartered Institute for Securities and Investment (FRN 1023301) introduces customers to Cycle Solutions (Cycle to Work) Limited (FRN 722968). Any regulated advice or arranging is done by the principal, not Chartered Institute for Securities and Investment. Example: if Chartered Institute for Securities and Investment refers you to a financial adviser, the advice should come from the principal firm, not from Chartered Institute for Securities and Investment itself. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Chartered Institute for Securities and Investment’s phone number?
The FCA register lists the phone number 020 7645 0777 for Chartered Institute for Securities and Investment. If you were given different contact details, use these to check with the firm before going any further.
Is Chartered Institute for Securities and Investment a scam or clone?
Chartered Institute for Securities and Investment is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Chartered Institute for Securities and Investment?
Protection works through Cycle Solutions (Cycle to Work) Limited, the principal firm responsible for Chartered Institute for Securities and Investment's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Sources and links

The full report on Chartered Institute for Securities and Investment

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