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.

• Karen Rose

  IRN KXR00402

  • Director of firm who is not a certification employee or a SMF manager (since 1 May 2023)
• Kathryn Elizabeth Nicholas

  IRN KXN24780

  • [FCA CF] Material risk taker (since 10 Dec 2018)
  • [PRA CF] Significant risk taker or Material risk taker (since 10 Dec 2018)
• Keith Andrew Adamson

  IRN KAA01032

  • CF5 Director of Unincorporated Association (27 Mar 2003 to 27 May 2009)
• Keith Anthony Ashcroft

  IRN KAA01090

  • SMF2 Chief Finance (since 15 Jun 2023)
• Margaret Anne Winter

  IRN MAW01317

  • SIMF9 Chairman (7 Mar 2016 to 16 Jun 2016)
  • CF2 Non Executive Director (27 Nov 2015 to 6 Mar 2016)
  • CF1 Director (1 Jan 2013 to 10 Mar 2016)
  • CF5 Director of Unincorporated Association (28 Jun 2011 to 1 Jan 2013)
• Margaret Elizabeth Lickess

  IRN MEL00016

  • CF5 Director of Unincorporated Association (1 Dec 2001 to 30 May 2007)
• Mark Simkin

  IRN MXS01635

  • CF18 Significant Mgt (Insurance Underwriting) (1 Dec 2001 to 19 Jul 2002)
• Martin Robert Jackson

  IRN MRJ01085

  • CF2 Non Executive Director (12 May 2009 to 6 Mar 2016)
• Martin St Clair Pike

  IRN MXP00041

  • CF12 Actuarial (1 Dec 2001 to 12 Jul 2004)
• Martin Thomas Berry

  IRN MTB01106

  • [PRA CF] Significant risk taker or Material risk taker (10 Dec 2018 to 28 May 2020)
  • [FCA CF] Material risk taker (10 Dec 2018 to 28 May 2020)
  • SIMF7 Group Entity Senior Insurance Manager Function (7 Mar 2016 to 13 Jun 2018)
  • CF29 Significant management (12 Oct 2015 to 6 Mar 2016)

• 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.