| Date | Description |
|---|
| 2023-06-18 |
delete cmo Sierra Vallentine |
| 2023-06-18 |
delete otherexecutives Ishfaq Bhat |
| 2023-06-18 |
insert otherexecutives Nadia Samson |
| 2023-06-18 |
insert otherexecutives Sierra Vallentine |
| 2023-06-18 |
delete person Ishfaq Bhat |
| 2023-06-18 |
insert person Nadia Samson |
| 2023-06-18 |
insert person Samreena Bashir |
| 2023-06-18 |
update person_title Jasmin Loke: Admin 2023 - 01 - 27T06:53:18 00:00 / General Manager; Admin; Financial Adviser; Member of the Related; General Manager => Financial Adviser; Member of the Related; General Manager |
| 2023-06-18 |
update person_title Martin Loke: Admin; Admin 2022 - 11 - 30T07:01:00 00:00 / Operations Manager; Member of the Related; Operations Manager => Member of the Related; Operations Manager |
| 2023-06-18 |
update person_title Ray Regmi: Admin; Adviser Ratings; Financial Adviser; Member of the Related; Founder; Admin 2022 - 12 - 01T06:18:57 00:00 => Adviser Ratings; Financial Adviser; Member of the Related; Founder |
| 2023-06-18 |
update person_title Siddarth Joji: Head of Paraplanning; Member of the Related; Admin 2022 - 12 - 05T13:23:12 00:00 / Head of Paraplanning; Admin => Head of Paraplanning; Member of the Related |
| 2023-06-18 |
update person_title Sierra Vallentine: Admin; Admin 2022 - 12 - 01T06:22:21 00:00 / Head of Marketing; Head of Marketing; Member of the Related => Head of Business Development |
| 2023-02-18 |
delete otherexecutives Jay Bhat |
| 2023-02-18 |
insert otherexecutives Ishfaq Bhat |
| 2023-02-18 |
delete person Jay Bhat |
| 2023-02-18 |
insert person Ishfaq Bhat |
| 2023-02-18 |
update person_title Jasmin Loke: Admin 2022 - 12 - 01T09:04:16 00:00 / General Manager; Member of the Related; General Manager; Admin => Admin 2023 - 01 - 27T06:53:18 00:00 / General Manager; Admin; Financial Adviser; Member of the Related; General Manager |
| 2023-02-18 |
update person_title Ricky Regmi: Admin; Head of Advice; Member of the Related; Admin 2022 - 12 - 05T13:26:48 00:00 / Head of Advice => Admin 2023 - 01 - 27T06:44:42 00:00 / Head of Advice; Admin; Adviser Ratings; Financial Adviser; Head of Advice; Member of the Related |