Family Assurance Friendly Society Limited

• Principal Place of Business

  Family Assurance Friendly Society Ltd

  15-18 West Street

  Brighton

  Brighton And Hove

  BN1 2RL

  UNITED KINGDOM

  Phone

  +4403448920920

  Web

  https://www.onefamily.com

• Complaints Contact

  Family Assurance Friendly Society Ltd

  15-18 West Street

  Brighton

  Brighton And Hove

  BN1 2RL

  UNITED KINGDOM

  Phone

  +4403448920920

• Bank Deposits

  For All, Deposit

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

• Authorised to Operate

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  • · 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), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Insurance Admin

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

• Manages Insurance Policies

  For All, Life and annuity, Linked long-term, Pension fund management, Permanent health

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• 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), Life Policy, 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

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  • · 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

• Runs Personal Pensions

  For Personal pension scheme

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Holds Your Assets

  For Professional, Retail (Investment), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Simon Anthony Wright

  IRN SAW00031

  • CF1 Director (AR) (18 Nov 2022 to 21 Nov 2023)
• Simon Christopher Markey

  IRN SCM01102

  • SMF1 Chief Executive (10 Dec 2018 to 31 Dec 2019)
  • SIMF1 Chief Executive Function (7 Mar 2016 to 9 Dec 2018)
  • SIMF7 Group Entity Senior Insurance Manager Function (7 Mar 2016 to 29 Mar 2017)
  • CF1 Director (1 Nov 2012 to 6 Mar 2016)
  • CF8 Apportionment and Oversight (1 Nov 2012 to 6 Mar 2016)
  • CF30 Customer (1 Nov 2012 to 21 Apr 2015)
  • CF3 Chief Executive (1 Nov 2012 to 6 Mar 2016)
• Simon John Allford

  IRN SXA01423

  • [FCA CF] Significant management (10 Dec 2018 to 31 Oct 2023)
• Simon Stace

  IRN SXS57294

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Nov 2020)
• Simon Terence Williams

  IRN STW00002

  • CF17 Significant Mgt (Other Business Operations) (25 Mar 2002 to 31 Dec 2002)
• Stephen Anthony Gormley

  IRN SAG00031

  • CF21 Investment Adviser (15 Mar 2002 to 26 Jun 2002)
• Stephen David Turland

  IRN SDT01065

  • SIMF21 With-Profits Actuary (7 Mar 2016 to 22 Apr 2016)
  • SIMF20 Chief Actuary Function (7 Mar 2016 to 22 Apr 2016)
  • CF12A With-Profits Actuary (2 Jun 2015 to 6 Mar 2016)
  • CF12 Actuarial (2 Jun 2015 to 6 Mar 2016)
• Stephen Haines

  IRN SXH00011

  • CF21 Investment Adviser (21 Mar 2002 to 26 Jun 2002)
• Stephen William Humphries

  IRN SXH54720

  • [FCA CF] Manager of certification employee (1 Oct 2023 to 21 Dec 2023)
  • [FCA CF] Material risk taker (26 Feb 2021 to 21 Dec 2023)
  • [FCA CF] Significant management (10 Dec 2018 to 21 Dec 2023)
• Steven Ferrari

  IRN SXF01576

  • Responsible for Insurance Distribution (1 Nov 2023 to 3 Feb 2025)
  • SMF24 Chief Operations (20 Jun 2019 to 3 Feb 2025)
  • SMF18 Other Overall Responsibility (10 Dec 2018 to 30 Sep 2023)
  • CF30 Customer (15 Apr 2015 to 1 Jun 2018)
  • CF29 Significant management (8 Aug 2013 to 9 Dec 2018)

• Henry James Tragett (no longer appointed)

  FRN 497469 · Appointed 10 Mar 2009 · Until 31 Jul 2012

• Paul Bussell (no longer appointed)

  FRN 497468 · Appointed 10 Mar 2009 · Until 29 Nov 2011

• S G Mortgage Solutions Limited (no longer appointed)

  FRN 408946 · Appointed 4 Feb 2009 · Until 26 Sep 2014

• Karanjit Singh Aulakh (no longer appointed)

  FRN 495983 · Appointed 4 Feb 2009 · Until 26 Sep 2014

• Thomas Michael McIntegart (no longer appointed)

  FRN 495946 · Appointed 4 Feb 2009 · Until 26 Sep 2014

• Bounty (UK) Ltd (no longer appointed)

  FRN 222169 · Appointed 21 Jan 2003 · Until 13 Dec 2007

• Littlewoods Retail Limited (no longer appointed)

  FRN 211085 · Appointed 16 Apr 2002 · Until 23 Jan 2003

• Close Brothers Military Services Limited (no longer appointed)

  FRN 206231 · Appointed 11 Jun 2001 · Until 19 May 2004

• Open & Direct Limited (no longer appointed)

  FRN 201569 · Appointed 1 Feb 2000 · Until 7 Jan 2002

• Ecology Building Society (no longer appointed)

  FRN 162090 · Appointed 31 Dec 1980 · Until 9 Apr 2002

No changes recorded yet.