Forester Life Limited

• Principal Place of Business

  Foresters House

  2 Cromwell Avenue

  Bromley

  Kent

  BR2 9BF

  UNITED KINGDOM

  Phone

  +4402086283400

  Web

  https://www.foresters.com

• Complaints Contact

  Foresters House

  2 Cromwell Avenue

  Bromley

  Kent

  BR2 9BF

  UNITED KINGDOM

  Phone

  +4402086283400

• Bank Deposits

  For All, Deposit

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  • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.

• P2P Lending Advice

  For Commercial, Retail (Non-Investment Insurance)

• Investment Advice (no pensions)

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

• 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.

• Manages Insurance Policies

  For All, Life and annuity, Linked long-term, Marriage and birth, 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 (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Issues Insurance

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

• Consumer Loans

• Runs Stakeholder Pensions

  For Professional, Retail (Investment)

• Loan Servicing

• 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 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.

• Basic Pension Advice

  For Retail (Investment), Stakeholder products

• 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.

• Mehul Kapadia

  IRN MXK00510

  • SMF24 Chief Operations (3 Jan 2023 to 1 Nov 2023)
• Melanie Auger

  IRN MXA88454

  • [FCA CF] Client dealing (16 Jul 2020 to 14 Mar 2025)
• Melanie Clare Yates

  IRN MXY50291

  • [FCA CF] Client dealing (since 10 Dec 2018)
  • [FCA CF] Manager of certification employee (10 Dec 2018 to 29 Feb 2024)
• Michael Christophers

  IRN MXC01282

  • SMF10 Chair of the Risk Committee (19 Dec 2019 to 31 Dec 2021)
  • SMF11 Chair of the Audit Committee (10 Dec 2018 to 19 Dec 2019)
  • SIMF11 Chair of the Audit Committee (7 Mar 2016 to 9 Dec 2018)
  • CF2 Non Executive Director (1 Dec 2001 to 6 Mar 2016)
• Michael James Watts

  IRN MJW01523

  • [FCA CF] Client dealing (10 Dec 2018 to 4 Jul 2022)
• Michael James Wise

  IRN MJW34511

  • [FCA CF] Client dealing (since 10 Dec 2018)
• Michael John Bolton

  IRN MJB01237

  • CF2 Non Executive Director (18 Apr 2013 to 22 Jul 2015)
• Michael John Cleary

  IRN MXC01799

  • [FCA CF] Client dealing (10 Dec 2018 to 31 Dec 2021)
• Michael John Franklin

  IRN MJF01143

  • SMF18 Other Overall Responsibility (since 15 Sep 2022)
  • [FCA CF] Client dealing (since 10 Dec 2018)
  • [FCA CF] Manager of certification employee (10 Dec 2018 to 14 Sep 2022)
• Michael Kevin Walsh

  IRN MXK00876

  • [FCA CF] Client dealing (12 Dec 2024 to 15 Jul 2025)

No changes recorded yet.