Family Assurance Friendly Society Limited

Date authorised
1 April 2013
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Bank Deposits

    For All, Deposit

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying out transactions permitted by the rules of the Society.

  • Authorised to Operate

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • 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)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

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