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

• Kevin Francis Richardson

  IRN KFR01009

  • SIMF10 Chair of the Risk Committee (7 Mar 2016 to 26 May 2016)
  • SIMF11 Chair of the Audit Committee (7 Mar 2016 to 26 May 2016)
  • CF2 Non Executive Director (31 Mar 2008 to 6 Mar 2016)
• Lara Rippon

  IRN LXR25278

  • [FCA CF] Significant management (since 10 Dec 2018)
• Lynn Dixon

  IRN LXD25271

  • [FCA CF] Significant management (10 Dec 2018 to 5 Mar 2024)
• Mark James Moreland

  IRN MJM01318

  • CF29 Significant management (15 May 2009 to 6 Nov 2009)
  • CF1 Director (17 Dec 2003 to 31 Mar 2008)
• Michael Anthony O'Brien

  IRN MAO01084

  • CF29 Significant management (23 Sep 2010 to 17 Mar 2015)
• Michael Dowdeswell

  IRN MXD25272

  • [FCA CF] Significant management (10 Dec 2018 to 1 May 2020)
• Michael Harvey Dunford

  IRN MHD01033

  • CF28 Systems and controls (28 May 2008 to 23 Sep 2009)
  • CF29 Significant management (31 Mar 2008 to 7 Apr 2018)
  • CF12 Actuarial (2 Aug 2004 to 24 Jan 2006)
  • CF1 Director (19 Dec 2003 to 31 Mar 2008)
• Michael Moore

  IRN MXM25277

  • [FCA CF] Significant management (since 10 Dec 2018)
• Michael Payne

  IRN MXP17388

  • SMF20 Chief Actuary (since 26 Jun 2024)
  • SMF2 Chief Finance (since 26 Jun 2024)
  • SMF3 Executive Director (27 Oct 2023 to 26 Jun 2024)
• Neil Armitage

  IRN NXA01138

  • Responsible for Insurance Mediation (14 Jan 2005 to 3 Jul 2006)
  • CF1 Director (1 Dec 2001 to 21 Jun 2006)

• Christian Aid Trading Ltd (no longer appointed)

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• Telegraph Media Group Limited (no longer appointed)

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• 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.