Exeter Friendly Society Limited

• Principal Place of Business

  Lakeside House

  Emperor Way

  Exeter Business Park

  Exeter

  Devon

  EX1 3FD

  UNITED KINGDOM

  Phone

  +441392353500

  Web

  https://www.the-exeter.com

• Complaints Contact

  Lakeside House

  Emperor Way

  Exeter Business Park

  Exeter

  Devon

  EX1 3FD

  UNITED KINGDOM

  Phone

  +441392353500

• Bank Deposits

  For All, Deposit

  Show 1 limitation Hide limitations

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

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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), Life Policy, Non-investment insurance contracts

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Manages Insurance Policies

  For All, Life and annuity, Linked long-term, Permanent health, Sickness

• 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), 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

  Show 2 limitations Hide limitations

  • · The firm, in carrying out this regulated activity, is limited to entering into transactions in a manner which, if the firm was an unauthorised person, would come within article 16 of the RAO.
  • · 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, Linked long-term, Permanent health, Sickness

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

• Anthony John Martin

  IRN AJM01352

  • CF2 Non Executive Director (1 Dec 2001 to 31 Mar 2008)
• Carl Julian Northover

  IRN CJN01051

  • SIMF21 With-Profits Actuary (7 Mar 2016 to 11 Aug 2017)
  • CF12A With-Profits Actuary (7 Jul 2008 to 6 Mar 2016)
  • CF12 Actuarial (7 Jul 2008 to 6 Mar 2016)
  • CF29 Significant management (18 Apr 2008 to 7 Jul 2008)
• Cheryl Hayes

  IRN CXH00090

  • [FCA CF] Significant management (since 15 Jun 2020)
• Christopher George Ide

  IRN CGI01001

  • CF2 Non Executive Director (31 Mar 2008 to 28 Jun 2013)
• Christopher John Pollard

  IRN CJP01062

  • SMF23 Chief Underwriting Officer (28 Mar 2019 to 30 Jun 2022)
  • SMF24 Chief Operations (28 Mar 2019 to 30 Jun 2022)
• Claire Maxine Hird

  IRN CMH01201

  • SMF24 Chief Operations (18 Jan 2023 to 19 May 2025)
• Clive Godfrey Warburton

  IRN CGW01018

  • CF10 Compliance Oversight (8 Sep 2009 to 1 Jun 2018)
  • CF11 Money Laundering Reporting (8 Sep 2009 to 1 Jun 2018)
• Colin William Moore

  IRN CWM01026

  • CF2 Non Executive Director (1 Dec 2001 to 31 Mar 2008)
• Daniel James Wilde

  IRN DXW00622

  • SMF5 Head of Internal Audit (24 Jul 2023 to 12 Sep 2025)
• Daniel Jonathan Seale

  IRN DJS01257

  • CF29 Significant management (15 May 2009 to 31 Oct 2012)

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No changes recorded yet.