National Deposit Friendly Society Limited

• Principal Place of Business

  National Friendly

  11-12 Queen Square

  Bristol

  Bristol, City Of

  BS1 4NT

  UNITED KINGDOM

  Phone

  +4401172446048

  Web

  https://www.nationalfriendly.co.uk

• Complaints Contact

  National Friendly

  11-12 Queen Square

  Bristol

  Bristol, City Of

  BS1 4NT

  UNITED KINGDOM

  Phone

  +4407855353276

• 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.

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

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

• Stockbroking

  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.

• 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, Miscellaneous financial loss, Permanent health, Sickness

• Runs Personal Pensions

  For Personal pension scheme

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  • · Limited to the establishment, operation, and/or winding up of Immediate Vesting Personal Pension schemes as necessary: a) to facilitate the payment of Pension Commencement Lump Sums where required by the member, b) to effect and carry out Immediate Impaired Life Annuities, and c) to accept individual transfers from occupational pension schemes for the purpose of securing benefits by way of Impaired Life Annuities.

• 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.

• 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.

• Alan Hugh Gledhill

  IRN AHG00006

  • CF1 Director (4 Aug 2005 to 1 Nov 2009)
  • Responsible for Insurance Mediation (14 Jan 2005 to 1 Nov 2009)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 19 Jan 2006)
  • CF10 Compliance Oversight (1 Dec 2001 to 5 Jan 2006)
• Alan Stuart Lewis

  IRN ASL01015

  • CF2 Non Executive Director (12 Aug 2009 to 1 Apr 2014)
• Albert Royal Lawrence

  IRN ARL00003

  • CF1 Director (1 Dec 2001 to 1 Apr 2003)
• Albert Tandrew Haynes

  IRN ATH00005

  • CF1 Director (1 Dec 2001 to 31 May 2002)
• Alun Rhys Thomas

  IRN ART01104

  • CF29 Significant management (20 Mar 2009 to 17 Sep 2011)
• Amanda Louise Brown

  IRN ALB01129

  • SIMF20 Chief Actuary Function (7 Mar 2016 to 20 Oct 2017)
  • CF12 Actuarial (18 Feb 2013 to 6 Mar 2016)
• Andrea Jean Gray

  IRN AJG00124

  • CF1 Director (1 Dec 2001 to 1 Apr 2003)
• Andrew John Jeffree

  IRN AXJ00442

  • SMF5 Head of Internal Audit (since 23 Aug 2023)
• Anthony Peter William Smith

  IRN APS00045

  • CF21 Investment Adviser (1 Dec 2001 to 9 Jan 2006)
• Azim Dinani

  IRN AXD01390

  • CF12 Actuarial (31 Aug 2010 to 1 Mar 2013)

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No changes recorded yet.