Independent Order of Odd Fellows Manchester Unity Friendly Society Limited

• Principal Place of Business

  The Oddfellows

  Oddfellows House 184-186

  Deansgate

  Manchester

  M3 3WB

  UNITED KINGDOM

  Phone

  +441618329361

  Web

  https://www.oddfellows.co.uk

• Complaints Contact

  The Oddfellows

  Oddfellows House 184-186

  Deansgate

  Manchester

  M3 3WB

  UNITED KINGDOM

  Phone

  +441618329361

• 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 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.

• 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, Accident, Life and annuity, Linked long-term, Marriage and birth, Miscellaneous financial loss, Permanent health, Sickness

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  • · Miscellaneous financial loss restricted to contracts of insurance against any of the following risks, namely: (a) risks of loss to the persons insured attributable to their being unemployed, or (b) risks of loss to the persons insured attributable to their being in distressed circumstances, or (c) risks of loss to the persons insured attributable to sickness or infirmity, but not including contracts falling within the classes of sickness and 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, Accident, Life and annuity, Linked long-term, Marriage and birth, Miscellaneous financial loss, Permanent health, Sickness

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  • · Miscellaneous financial loss restricted to contracts of insurance against any of the following risks, namely: (a) risks of loss to the persons insured attributable to their being unemployed, or (b) risks of loss to the persons insured attributable to their being in distressed circumstances, or (c) risks of loss to the persons insured attributable to sickness or infirmity, but not including contracts falling within the classes of sickness and permanent health.

• Investment Setup

  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

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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.

• John Benjamin Pears

  IRN JBP01067

  • SMF3 Executive Director (30 May 2023 to 20 Dec 2023)
  • [FCA CF] Material risk taker (12 May 2021 to 20 Dec 2023)
  • [PRA CF] Significant risk taker or Material risk taker (12 May 2021 to 20 Dec 2023)
• John Davenport Farmer

  IRN JDF01075

  • SIMF7 Group Entity Senior Insurance Manager Function (7 Mar 2016 to 28 Jul 2016)
  • CF29 Significant management (1 Jan 2013 to 6 Mar 2016)
  • CF6 Small Friendly Society (26 Aug 2008 to 1 Jan 2013)
  • CF5 Director of Unincorporated Association (22 Jun 2004 to 30 May 2007)
• John Gary Morley

  IRN JGM01126

  • [FCA CF] Significant management (9 Dec 2019 to 31 Dec 2020)
  • SMF16 Compliance Oversight (10 Dec 2018 to 31 Dec 2020)
  • SMF17 Money Laundering Reporting Officer (MLRO) (10 Dec 2018 to 31 Dec 2020)
  • CF6 Small Friendly Society (3 Oct 2007 to 24 Jun 2011)
  • CF11 Money Laundering Reporting (29 Aug 2007 to 9 Dec 2018)
  • CF10 Compliance Oversight (29 Aug 2007 to 9 Dec 2018)
• John Howard Knaggs

  IRN JXK01165

  • CF5 Director of Unincorporated Association (1 Dec 2001 to 28 Feb 2003)
• John Lambert Midlane

  IRN JLM01165

  • Director of firm who is not a certification employee or a SMF manager (since 1 Apr 2024)
• John Leonard Mann

  IRN JXM04331

  • Director of firm who is not a certification employee or a SMF manager (since 1 Oct 2022)
• John Richard Gough

  IRN JRG00015

  • SMF15 Chair of With Profits Committee (10 Dec 2018 to 27 Oct 2023)
  • [FCA CF] Significant management (10 Dec 2018 to 27 Oct 2023)
  • CF2b Chair of the With-Profits Committee (31 May 2018 to 9 Dec 2018)
  • SIMF7 Group Entity Senior Insurance Manager Function (7 Mar 2016 to 31 May 2018)
  • CF29 Significant management (1 Jan 2013 to 6 Mar 2016)
  • CF6 Small Friendly Society (15 Jan 2010 to 1 Jan 2013)
• Karen Hain

  IRN KXH01428

  • SMF5 Head of Internal Audit (10 Dec 2018 to 21 Jan 2022)
  • [FCA CF] Significant management (10 Dec 2018 to 21 Jan 2022)
  • [PRA CF] Key function holder (10 Dec 2018 to 21 Jan 2022)
  • SIMF5 Head of Internal Audit Function (13 Feb 2017 to 9 Dec 2018)
  • CF28 Systems and controls (1 Nov 2007 to 14 Aug 2014)
  • CF14 Risk Assessment (13 Sep 2007 to 31 Oct 2007)
  • CF15 Internal Audit (13 Sep 2007 to 31 Oct 2007)
• Karen Marie Stuart

  IRN KMS01079

  • CF5 Director of Unincorporated Association (12 Jun 2008 to 26 Apr 2011)
• Karen Miller

  IRN KXM02241

  • SMF20a With-Profits Actuary (10 Dec 2018 to 31 Dec 2018)
  • SIMF21 With-Profits Actuary (24 Jun 2016 to 9 Dec 2018)

• Life Moments Ltd

  FRN 840830 · Appointed 25 Apr 2019

• Cecil James Pointon (no longer appointed)

  FRN 743648 · Appointed 11 Apr 2016 · Until 30 Jan 2018

• Claire Paskell (no longer appointed)

  FRN 743649 · Appointed 11 Apr 2016 · Until 30 Jan 2018

No changes recorded yet.