British Friendly Society Limited

• Principal Place of Business

  45 Bromham Road

  Bedford

  Bedfordshire

  MK40 2AA

  UNITED KINGDOM

  Phone

  +4401234358344

  Web

  https://www.britishfriendly.com

• Complaints Contact

  45 Bromham Road

  Bedford

  Bedfordshire

  MK40 2AA

  UNITED KINGDOM

  Phone

  +4401234358344

• Bank Deposits

  For All, Deposit

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  • · Limited to accepting deposits in the course of carrying out transactions permitted by the rules of the Society.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Manages Insurance Policies

  For All, Life and annuity, Permanent health

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Trades With You Directly

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Spread Bet

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Issues Insurance

  For All, Life and annuity, Permanent health

• Investment Setup

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Holds Your Assets

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Iain Lloyd Clark

  IRN ILC01015

  • SMF1 Chief Executive (10 Dec 2018 to 4 Feb 2019)
  • Responsible for Insurance Distribution (1 Oct 2018 to 4 Feb 2019)
  • SIMF1 Chief Executive Function (16 Feb 2017 to 9 Dec 2018)
  • SIMF5 Head of Internal Audit Function (16 Feb 2017 to 12 Sep 2017)
  • Responsible for Insurance Mediation (16 Feb 2017 to 30 Sep 2018)
  • CF1 Director (1 Apr 2016 to 16 Feb 2017)
• Ian Jeffrey Bullock

  IRN IJB01049

  • SMF11 Chair of the Audit Committee (since 30 Sep 2019)
• Jacqueline Clare Siggers

  IRN JXS01179

  • SMF2 Chief Finance (since 12 Apr 2023)
• James Gilchrist

  IRN JXG01219

  • CF6 Small Friendly Society (1 Dec 2001 to 11 Dec 2001)
  • CF2 Non Executive Director (1 Dec 2001 to 11 Dec 2001)
• Jeffrey Christopher Hayes

  IRN JCH01111

  • CF2 Non Executive Director (16 Apr 2010 to 6 Mar 2016)
• John Frederick Dale

  IRN JFD01034

  • CF2 Non Executive Director (18 May 2006 to 27 Jul 2007)
• Julie Anne Remmington

  IRN JAR01235

  • CF2 Non Executive Director (8 Oct 2013 to 3 Aug 2015)
• Julie Greenwood

  IRN JXG43483

  • [FCA CF] Significant management (9 Dec 2019 to 1 Apr 2021)
• Keith Ronald Bayliss

  IRN KRB01044

  • CF2 Non Executive Director (1 Dec 2001 to 6 Feb 2002)
  • CF6 Small Friendly Society (1 Dec 2001 to 6 Feb 2002)
• Lauren Davison

  IRN LXD00055

  • SMF17 Money Laundering Reporting Officer (MLRO) (19 Apr 2021 to 10 Nov 2021)
  • SMF16 Compliance Oversight (19 Apr 2021 to 10 Nov 2021)

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