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

• David Renwick

  IRN DXR11204

  • SMF4 Chief Risk (17 May 2019 to 28 May 2021)
• David Ross Cobley

  IRN DRC01189

  • CF29 Significant management (16 Jul 2014 to 31 Jan 2016)
• David Sheldon Brand

  IRN DSB01049

  • SMF14 Senior Independent Director (10 Dec 2018 to 30 Jun 2023)
  • SMF11 Chair of the Audit Committee (10 Dec 2018 to 30 Jun 2023)
  • SIMF11 Chair of the Audit Committee (5 Oct 2016 to 9 Dec 2018)
  • SIMF14 Senior Independent Director (7 Mar 2016 to 9 Dec 2018)
  • CF2 Non Executive Director (31 Jan 2014 to 6 Mar 2016)
• David Walter Gulland

  IRN DXG01263

  • CF12A With-Profits Actuary (31 Mar 2008 to 7 Jul 2008)
  • CF12 Actuarial (31 Mar 2008 to 7 Jul 2008)
• Donald John MacLean

  IRN DJM01646

  • SMF10 Chair of the Risk Committee (since 30 Jul 2024)
• Edward Simon Lyon

  IRN EXL00191

  • [FCA CF] Significant management (since 23 Aug 2023)
• Frances Lorraine Grisley

  IRN FLG00004

  • CF14 Risk Assessment (1 Dec 2001 to 24 Jun 2004)
  • CF15 Internal Audit (1 Dec 2001 to 24 Jun 2004)
• Gary Warman

  IRN GXW01409

  • SMF4 Chief Risk (since 21 Jan 2025)
• Gordon Alexander Greig

  IRN GAG01079

  • SMF23 Chief Underwriting Officer (23 Jan 2023 to 4 Oct 2024)
  • [FCA CF] Significant management (4 Jan 2022 to 23 Jan 2023)
• Guy Arthur Louis Cruwys

  IRN GXC01262

  • CF2 Non Executive Director (1 Dec 2001 to 20 May 2009)

• Christian Aid Trading Ltd (no longer appointed)

  FRN 483362 · Appointed 15 May 2008 · Until 28 Feb 2009

• Telegraph Media Group Limited (no longer appointed)

  FRN 415487 · Appointed 25 Jan 2008 · Until 20 Jan 2009

• YHA (England and Wales) Limited (no longer appointed)

  FRN 477762 · Appointed 18 Jan 2008 · Until 28 Feb 2009

• The Maynard School (no longer appointed)

  FRN 473356 · Appointed 1 Oct 2007 · Until 6 Dec 2008

• Solicitors Benevolent Association (no longer appointed)

  FRN 472868 · Appointed 19 Sep 2007 · Until 28 Feb 2009

• Royal British Legion Trading Limited (no longer appointed)

  FRN 423187 · Appointed 5 Jul 2006 · Until 28 Feb 2009

No changes recorded yet.