National Deposit 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

    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

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.

  • P2P Lending Advice

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

  • 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, 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

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

  • Runs Personal Pensions

    For Personal pension scheme

    Show 1 limitation
    • · 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
    • · 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.

  • James Rollo Brant

    IRN JRB01171

    • CF1 Director (1 Dec 2001 to 31 May 2002)
  • Joan Mary Lamberts

    IRN JXL01277

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

    IRN JXB02792

    • SMF20 Chief Actuary (10 Sep 2020 to 23 Sep 2021)
  • John Edwin Madgin

    IRN JEM00018

    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2003)
  • John Howard Greenhalgh

    IRN JHG01019

    • CF2 Non Executive Director (5 Nov 2007 to 31 Jul 2014)
  • Jonathan Benton

    IRN JXB02229

    • CF1 Director (AR) (23 Jun 2024 to 10 Mar 2026)
  • Jonathan James Long

    IRN JJL01073

    • SMF2 Chief Finance (17 Oct 2019 to 19 Dec 2019)
    • SMF1 Chief Executive (10 Dec 2018 to 14 Dec 2020)
    • SMF5 Head of Internal Audit (10 Dec 2018 to 19 Dec 2019)
    • Responsible for Insurance Distribution (1 Oct 2018 to 14 Dec 2020)
    • SIMF1 Chief Executive Function (7 Mar 2016 to 9 Dec 2018)
    • SIMF5 Head of Internal Audit Function (7 Mar 2016 to 9 Dec 2018)
    • CF8 Apportionment and Oversight (1 Sep 2011 to 6 Mar 2016)
    • CF3 Chief Executive (1 Sep 2011 to 6 Mar 2016)
    • Responsible for Insurance Mediation (11 Nov 2009 to 30 Sep 2018)
    • CF10 Compliance Oversight (1 Jun 2007 to 25 May 2012)
    • CF1 Director (30 Apr 2007 to 6 Mar 2016)
  • Julian Marc Ellacott

    IRN JXE00052

    • SMF2 Chief Finance (since 25 Jul 2024)
    • SMF20 Chief Actuary (since 23 Sep 2021)
    • [PRA CF] Key function holder (1 Oct 2020 to 3 Feb 2022)
  • Julie Hansen

    IRN JXS00249

    • Director of firm who is not a certification employee or a SMF manager (27 Sep 2021 to 25 Nov 2021)
  • Kenneth Harold Hunter

    IRN KHH00001

    • CF1 Director (1 Dec 2001 to 1 Apr 2003)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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