The Ancient Order of Foresters 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

    Foresters Friendly Society
    Enterprise House
    Ocean Way
    Southampton
    SO14 3XB
    UNITED KINGDOM
    Phone
    +4408009882418
    Web
    https://www.forestersfriendlysociety.co.uk

  • Complaints Contact

    Foresters Friendly Society
    Enterprise House
    Ocean Way
    Southampton
    SO14 3XB
    UNITED KINGDOM
    Phone
    +4408009882418

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.

  • 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.

  • Manages Insurance Policies

    For All, Life and annuity, Linked long-term, 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

    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, 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, Life and annuity, Linked long-term, Permanent health

  • 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.

  • John Charles Hughes

    IRN JXH01460

    • CF2 Non Executive Director (1 Jan 2003 to 14 Sep 2005)
    • CF5 Director of Unincorporated Association (1 Dec 2001 to 31 Dec 2002)
  • John David Levett

    IRN JDL01056

    • CF2 Non Executive Director (8 Oct 2003 to 28 Sep 2012)
  • John Edward Mills

    IRN JXM01669

    • SMF2 Chief Finance (12 Mar 2024 to 30 Apr 2024)
  • John Instance

    IRN JXI01051

    • SMF13 Chair of the Nominations Committee (11 Feb 2019 to 16 Apr 2020)
    • SMF9 Chair of the Governing Body (10 Dec 2018 to 27 Jun 2021)
    • SIMF9 Chairman (5 Oct 2016 to 9 Dec 2018)
    • SIMF11 Chair of the Audit Committee (7 Mar 2016 to 5 Oct 2016)
    • CF2 Non Executive Director (21 Nov 2012 to 6 Mar 2016)
  • John William Anderson

    IRN JWA00002

    • CF15 Internal Audit (31 Dec 2003 to 14 Sep 2006)
    • CF2 Non Executive Director (1 Jan 2003 to 14 Sep 2006)
    • CF5 Director of Unincorporated Association (1 Dec 2001 to 31 Dec 2002)
  • Joseph Joyce

    IRN JAJ00002

    • CF21 Investment Adviser (1 Dec 2001 to 30 Jun 2004)
  • Julian Adam Wrobel

    IRN JAW00032

    • CF21 Investment Adviser (9 Jan 2004 to 30 Jun 2004)
  • Kathryn Otto Vagneur

    IRN KOV01000

    • SIMF14 Senior Independent Director (27 Mar 2017 to 26 Jun 2017)
    • SIMF10 Chair of the Risk Committee (7 Mar 2016 to 26 Jun 2017)
    • CF2 Non Executive Director (15 Apr 2008 to 6 Mar 2016)
  • Kenneth Wilfred Strudwick

    IRN KXS01219

    • CF2 Non Executive Director (1 Jan 2003 to 10 Sep 2003)
    • CF5 Director of Unincorporated Association (1 Dec 2001 to 31 Dec 2002)
  • Kevin Glyndwr Carpenter

    IRN KXC01151

    • CF2 Non Executive Director (1 Jan 2003 to 28 Sep 2012)
    • CF5 Director of Unincorporated Association (30 Sep 2002 to 31 Dec 2002)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Lewis John Stammers (no longer appointed)

    FRN 807950 · Appointed 1 May 2018 · Until 30 Dec 2021

  • Christopher Graham Burrow (no longer appointed)

    FRN 797038 · Appointed 21 Dec 2017 · Until 31 Dec 2021

  • Leslie Victor Wallman (no longer appointed)

    FRN 795186 · Appointed 28 Nov 2017 · Until 31 Dec 2021

  • Juliet Bradd (no longer appointed)

    FRN 791487 · Appointed 13 Oct 2017 · Until 26 Apr 2019

  • Terence Holgate (no longer appointed)

    FRN 791488 · Appointed 13 Oct 2017 · Until 30 Dec 2021

  • Colin Foster (no longer appointed)

    FRN 787176 · Appointed 21 Aug 2017 · Until 31 Dec 2021

  • James Miller (no longer appointed)

    FRN 784794 · Appointed 21 Jul 2017 · Until 31 Dec 2021

  • Maureen Susan Ellerton (no longer appointed)

    FRN 782528 · Appointed 23 Jun 2017 · Until 31 Dec 2021

  • Christopher Whittingham (no longer appointed)

    FRN 780120 · Appointed 31 May 2017 · Until 24 May 2018

  • Alex Coombes (no longer appointed)

    FRN 780119 · Appointed 31 May 2017 · Until 24 May 2018

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Recent activity

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

No changes recorded yet.