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

• Neil John McLeod

  IRN NJM01125

  • CF1 Director (1 Dec 2001 to 31 Mar 2008)
• Patrick David Egan

  IRN PDE01017

  • CF2 Non Executive Director (1 Dec 2001 to 31 Mar 2008)
• Paul Austin

  IRN PXA01090

  • SMF20 Chief Actuary (10 Dec 2018 to 10 Apr 2019)
  • SMF2 Chief Finance (10 Dec 2018 to 10 Apr 2019)
  • SIMF20 Chief Actuary Function (28 Oct 2016 to 9 Dec 2018)
  • SIMF2 Chief Finance Function (7 Mar 2016 to 9 Dec 2018)
  • CF28 Systems and controls (23 Sep 2009 to 6 Mar 2016)
  • CF1 Director (10 Feb 2009 to 6 Mar 2016)
• Paul Smith

  IRN PXS27150

  • SMF24 Chief Operations (9 Apr 2020 to 1 Jan 2024)
• Peter Edward James Le Beau

  IRN PEL01027

  • SIMF12 Chair of the Remuneration Committee (7 Mar 2016 to 15 Jun 2017)
  • CF2 Non Executive Director (31 Mar 2008 to 6 Mar 2016)
• Peter John Hubbard

  IRN PJH01249

  • SMF9 Chair of the Governing Body (since 11 Nov 2022)
  • Director of firm who is not a certification employee or a SMF manager (since 1 Aug 2022)
• Peter Reginald Easton

  IRN PXE01071

  • CF2 Non Executive Director (23 Dec 2003 to 1 Feb 2009)
• Richard Thomas Wyatt-Haines

  IRN RTW01035

  • CF1 Director (24 Jun 2008 to 6 Aug 2010)
• Robert Gill

  IRN RXG01184

  • CF2 Non Executive Director (1 Dec 2001 to 31 Jan 2002)
• Roger Bruce Cawse

  IRN RBC01028

  • CF1 Director (1 Dec 2001 to 1 Aug 2008)
  • CF3 Chief Executive (1 Dec 2001 to 31 Mar 2008)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2008)

• Christian Aid Trading Ltd (no longer appointed)

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• 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.