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

  Show 1 limitation Hide limitations

  • · 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.

• Lee Darren Schopp

  IRN LDS01032

  • SMF1 Chief Executive (3 Apr 2019 to 8 Oct 2019)
  • SMF2 Chief Finance (10 Dec 2018 to 2 Jan 2019)
  • Responsible for Insurance Distribution (4 Apr 2018 to 8 Oct 2019)
  • SIMF2 Chief Finance Function (7 Mar 2016 to 9 Dec 2018)
  • CF1 Director (8 Jul 2010 to 6 Mar 2016)
• Lorraine Donald

  IRN LXD43487

  • [FCA CF] Significant management (9 Dec 2019 to 12 Jan 2022)
• Lorraine Donald

  IRN LXD00168

  • SMF24 Chief Operations (since 12 Jan 2022)
• Mark Edward Myers

  IRN MEM01066

  • SIMF1 Chief Executive Function (7 Mar 2016 to 17 Feb 2017)
  • SIMF5 Head of Internal Audit Function (7 Mar 2016 to 17 Feb 2017)
  • Responsible for Insurance Mediation (5 Jul 2010 to 7 Apr 2017)
  • CF1 Director (5 Jul 2010 to 6 Mar 2016)
  • CF3 Chief Executive (5 Jul 2010 to 6 Mar 2016)
  • CF8 Apportionment and Oversight (5 Jul 2010 to 6 Mar 2016)
• Mark Howard Charlton

  IRN MHC00014

  • CF2 Non Executive Director (1 Dec 2001 to 26 Mar 2010)
• Martin St Clair Pike

  IRN MXP00041

  • CF12 Actuarial (2 Sep 2002 to 2 Sep 2002)
• Matthew Christopher Saker

  IRN MCS01082

  • CF12A With-Profits Actuary (31 Dec 2004 to 17 Apr 2009)
  • CF12 Actuarial (3 Sep 2002 to 17 Apr 2009)
• Maxine Jannetta

  IRN MXJ00249

  • [FCA CF] Significant management (since 21 Oct 2021)
• Michael Allan Bartholomeusz

  IRN MAB01219

  • SMF11 Chair of the Audit Committee (10 Dec 2018 to 12 Apr 2019)
  • SIMF11 Chair of the Audit Committee (3 Apr 2018 to 9 Dec 2018)
• Michael Stanley Harding

  IRN MSH01065

  • CF28 Systems and controls (1 Nov 2007 to 8 May 2014)
  • Responsible for Insurance Mediation (14 Jan 2005 to 8 May 2014)
  • CF14 Risk Assessment (1 Dec 2001 to 31 Oct 2007)
  • CF15 Internal Audit (1 Dec 2001 to 31 Oct 2007)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 8 May 2014)
  • CF3 Chief Executive (1 Dec 2001 to 12 Jul 2010)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 12 Jul 2010)
  • CF10 Compliance Oversight (1 Dec 2001 to 8 May 2014)
  • CF1 Director (1 Dec 2001 to 8 May 2014)

No changes recorded yet.