Cirencester Friendly Society Limited

• Principal Place of Business

  Cirencester Friendly Society

  Mutuality House

  The Mallards

  South Cerney

  Cirencester

  Gloucestershire

  GL7 5TQ

  UNITED KINGDOM

  Phone

  +441285652492

  Web

  https://www.cirencester-friendly.co.uk

• Complaints Contact

  Mutuality House

  The Mallards

  South Cerney

  Cirencester

  Gloucestershire

  GL7 5TQ

  UNITED KINGDOM

  Phone

  +4401285652492

• 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.

• P2P Lending Advice

  For Professional, Retail (Investment)

• Investment Advice (no pensions)

  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.

• 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 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.

• 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, Marriage and birth, 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

  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.

• 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, Marriage and birth, 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

  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.

• 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.

• Christopher Norman Critchlow

  IRN CNC01037

  • SMF20 Chief Actuary (10 Dec 2018 to 11 Feb 2020)
  • SMF20a With-Profits Actuary (10 Dec 2018 to 11 Feb 2020)
  • SIMF21 With-Profits Actuary (7 Mar 2016 to 9 Dec 2018)
  • SIMF20 Chief Actuary Function (7 Mar 2016 to 9 Dec 2018)
  • CF12 Actuarial (8 Sep 2011 to 6 Mar 2016)
  • CF12A With-Profits Actuary (8 Sep 2011 to 6 Mar 2016)
• David Bruce Taylor

  IRN DBT01015

  • CF5 Director of Unincorporated Association (1 Dec 2001 to 20 May 2004)
• David Jeremy Glynn Williams

  IRN DJW00102

  • CF2 Non Executive Director (16 Aug 2004 to 28 May 2015)
• David Morgan Alun Evans

  IRN DME01041

  • SMF2 Chief Finance (since 8 Dec 2022)
• David Robert Macgregor

  IRN DRM01127

  • SMF3 Executive Director (10 Dec 2018 to 9 May 2022)
  • CF1 Director (3 Jul 2018 to 9 Dec 2018)
• Ian Milton Maude

  IRN IMM01053

  • Director of firm who is not a certification employee or a SMF manager (30 Jul 2019 to 13 Jun 2024)
  • SMF12 Chair of the Remuneration Committee (10 Dec 2018 to 30 Jul 2019)
  • SMF14 Senior Independent Director (10 Dec 2018 to 30 Jul 2019)
  • SIMF14 Senior Independent Director (13 Sep 2016 to 9 Dec 2018)
  • SIMF12 Chair of the Remuneration Committee (13 Sep 2016 to 9 Dec 2018)
  • CF2 Non Executive Director (18 May 2015 to 6 Mar 2016)
• JOHN FRANCIS QUINN

  IRN JFQ01008

  • SMF10 Chair of the Risk Committee (10 Dec 2018 to 9 Jun 2022)
  • SMF11 Chair of the Audit Committee (10 Dec 2018 to 9 Jun 2022)
  • SMF9 Chair of the Governing Body (10 Dec 2018 to 19 Jun 2023)
  • SIMF9 Chairman (4 Jul 2016 to 9 Dec 2018)
  • SIMF10 Chair of the Risk Committee (7 Mar 2016 to 9 Dec 2018)
  • SIMF11 Chair of the Audit Committee (7 Mar 2016 to 9 Dec 2018)
  • CF2 Non Executive Director (15 Nov 2012 to 6 Mar 2016)
• James Edward Miller

  IRN JEM01143

  • CF2 Non Executive Director (1 Dec 2001 to 18 May 2013)
• Janice Willmott Banks

  IRN JWB01202

  • SMF9 Chair of the Governing Body (25 Aug 2023 to 20 Jun 2025)
  • SMF12 Chair of the Remuneration Committee (21 Oct 2022 to 25 Aug 2023)
  • SMF14 Senior Independent Director (21 Oct 2022 to 25 Aug 2023)
  • Director of firm who is not a certification employee or a SMF manager (10 Dec 2018 to 16 Jun 2023)
  • CF2 Non Executive Director (19 Jan 2016 to 6 Mar 2016)
• Joanne Safo

  IRN JXS00085

  • Director of firm who is not a certification employee or a SMF manager (since 1 Nov 2025)

No changes recorded yet.