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

• Helen Stodart McEwan

  IRN HXM07233

  • SMF14 Senior Independent Director (since 5 Dec 2023)
• Ian Michael Pullen

  IRN IMP01029

  • CF28 Systems and controls (21 Oct 2009 to 1 Jul 2014)
• Isobel Langton

  IRN IXK01041

  • SMF1 Chief Executive (since 8 Jun 2021)
  • Responsible for Insurance Distribution (since 8 Jun 2021)
• Jamie Page

  IRN JXP00830

  • [FCA CF] Significant management (since 18 Jul 2023)
• John Philip Edwards

  IRN JPE01027

  • SIMF4 Chief Risk Function (7 Mar 2016 to 31 Oct 2016)
  • CF28 Systems and controls (17 Jan 2014 to 6 Mar 2016)
  • CF29 Significant management (31 Mar 2008 to 31 Oct 2016)
  • Responsible for Insurance Mediation (3 Jul 2006 to 8 Sep 2009)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 8 Sep 2009)
  • CF10 Compliance Oversight (1 Dec 2001 to 8 Sep 2009)
  • CF1 Director (1 Dec 2001 to 31 Mar 2008)
• John Robert Gunn

  IRN JRG01190

  • SMF2 Chief Finance (23 May 2019 to 27 Jun 2024)
  • SMF20 Chief Actuary (23 May 2019 to 27 Jun 2024)
  • SMF4 Chief Risk (10 Dec 2018 to 7 Jun 2019)
  • SIMF4 Chief Risk Function (1 Jun 2017 to 9 Dec 2018)
• Joseph Turner

  IRN JXT01210

  • CF2 Non Executive Director (1 Dec 2001 to 26 Jun 2003)
• Karen Woodley

  IRN KJM01193

  • [FCA CF] Significant management (since 10 Dec 2018)
• Keith Reginald Baldwin

  IRN KRB01039

  • Director of firm who is not a certification employee or a SMF manager (1 Aug 2019 to 30 Sep 2024)
• Kelvin Desmond Malayapillay

  IRN KDM01037

  • SMF12 Chair of the Remuneration Committee (since 17 Oct 2024)
  • Director of firm who is not a certification employee or a SMF manager (since 1 Aug 2023)

• 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.