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

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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, 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

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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, 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

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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.

• John Bridge

  IRN JXB02056

  • CF1 Director (2 Dec 2011 to 31 Mar 2015)
  • CF2 Non Executive Director (19 May 2005 to 1 Oct 2011)
• John Underwood

  IRN JXU00033

  • [FCA CF] Significant management (since 1 Jul 2022)
• Karen Louise Purnell

  IRN KXP00383

  • [FCA CF] Significant management (since 1 Jul 2023)
• Katharine McIntyre

  IRN KSM01021

  • SMF14 Senior Independent Director (since 9 Jul 2025)
  • Director of firm who is not a certification employee or a SMF manager (23 Oct 2023 to 9 Jul 2025)
  • SMF10 Chair of the Risk Committee (10 Dec 2018 to 5 Dec 2022)
  • SMF11 Chair of the Audit Committee (10 Dec 2018 to 5 Dec 2022)
  • SIMF10 Chair of the Risk Committee (7 Aug 2017 to 9 Dec 2018)
  • SIMF11 Chair of the Audit Committee (7 Aug 2017 to 9 Dec 2018)
• Margaret Ann Kirby

  IRN MAK01149

  • CF2 Non Executive Director (11 Jul 2007 to 25 Aug 2010)
• Marian Louise Evans

  IRN MLE01026

  • Director of firm who is not a certification employee or a SMF manager (10 Dec 2018 to 9 Feb 2023)
  • CF2 Non Executive Director (19 Jan 2016 to 6 Mar 2016)
• Mark Clinton Sedgley

  IRN MCS01058

  • Director of firm who is not a certification employee or a SMF manager (10 Dec 2018 to 13 Jun 2024)
  • CF2 Non Executive Director (22 May 2015 to 6 Mar 2016)
• Martin Thomas King

  IRN MTK00010

  • SIMF9 Chairman (7 Mar 2016 to 26 May 2016)
  • CF2 Non Executive Director (1 Dec 2001 to 6 Mar 2016)
  • CF5 Director of Unincorporated Association (1 Dec 2001 to 30 Mar 2005)
• Michael Hazell

  IRN MXH00938

  • [FCA CF] Significant management (1 Oct 2021 to 10 May 2024)
• Michelle Teresa Harvey-Jones

  IRN MTH01056

  • CF2 Non Executive Director (11 Jul 2007 to 27 Apr 2011)

No changes recorded yet.