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.

  • Barry Gray

    IRN BXG00040

    • CF1 Director (AR) (3 Apr 2023 to 4 Jun 2024)
  • Ceri Louise Gooder

    IRN CXG00298

    • SMF3 Executive Director (28 Oct 2022 to 31 Aug 2023)
    • SMF2 Chief Finance (14 Feb 2022 to 31 Aug 2023)
  • Christopher Lindsey King

    IRN CLK00005

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 2 Dec 2001)
    • CF21 Investment Adviser (1 Dec 2001 to 7 Dec 2001)
  • Christopher Michael Ward

    IRN CMW00030

    • CF21 Investment Adviser (4 Aug 2005 to 1 Jan 2007)
    • CF22 Investment Adviser (Trainee) (8 Jul 2005 to 4 Aug 2005)
  • Christopher Norman Critchlow

    IRN CNC01037

    • SMF20a With-Profits Actuary (10 Dec 2018 to 2 Jun 2020)
    • SMF20 Chief Actuary (10 Dec 2018 to 2 Jun 2020)
    • SIMF21 With-Profits Actuary (28 Aug 2018 to 9 Dec 2018)
    • SIMF20 Chief Actuary Function (21 Dec 2017 to 9 Dec 2018)
  • Christopher St.John Taylor

    IRN CXT00414

    • SMF2 Chief Finance (21 Aug 2023 to 17 Jun 2024)
  • Clive Merrick

    IRN CXM00021

    • CF21 Investment Adviser (8 Jun 2007 to 8 Jun 2007)
    • CF22 Investment Adviser (Trainee) (16 Nov 2006 to 8 Jun 2007)
  • Colin David Bielckus

    IRN CDB01096

    • CF2 Non Executive Director (1 Apr 2003 to 13 Feb 2009)
  • Craig Tarbet

    IRN CXT00096

    • CF21 Investment Adviser (11 Mar 2004 to 8 May 2006)
    • CF22 Investment Adviser (Trainee) (20 Nov 2003 to 11 Mar 2004)
  • Dalpatbhai Lallubhai Mistry

    IRN DXM00069

    • CF21 Investment Adviser (1 Dec 2001 to 1 Jan 2007)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

No changes recorded yet.