The Ancient Order of Foresters Friendly Society Limited

• 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

• 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 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.

• 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

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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, 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, 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

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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

  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.

• Kevin Philip Dann

  IRN KPD00001

  • CF1 Director (18 Sep 2008 to 10 Jun 2012)
  • CF3 Chief Executive (18 Sep 2008 to 6 Aug 2012)
  • CF8 Apportionment and Oversight (18 Sep 2008 to 6 Aug 2012)
• Kirsten Jane Glen-Holmes

  IRN KXG00180

  • SMF4 Chief Risk (16 Dec 2021 to 30 Jun 2022)
• Laurence Ian Lane

  IRN LIL00001

  • CF21 Investment Adviser (1 Dec 2001 to 30 Sep 2004)
• Linda Diane Griffin

  IRN LDG01025

  • CF10 Compliance Oversight (6 Nov 2013 to 9 Dec 2013)
  • CF11 Money Laundering Reporting (6 Nov 2013 to 9 Dec 2013)
• Lisa Isabella Gale

  IRN LIG01005

  • CF15 Internal Audit (1 Dec 2001 to 26 Sep 2003)
• Lisa Jane Russell

  IRN LJR01085

  • SIMF5 Head of Internal Audit Function (8 Jun 2016 to 24 Oct 2017)
• Mark Christian Allen

  IRN MXA00060

  • SMF2 Chief Finance (since 14 Jan 2025)
• Mark John Rothery

  IRN MXR01265

  • CF1 Director (30 Mar 2007 to 7 May 2008)
  • CF11 Money Laundering Reporting (22 Nov 2005 to 15 Jan 2007)
  • CF10 Compliance Oversight (22 Nov 2005 to 30 Mar 2007)
  • Responsible for Insurance Mediation (14 Jan 2005 to 7 May 2007)
  • CF13 Finance (15 Apr 2003 to 30 Jan 2007)
  • CF3 Chief Executive (1 Dec 2001 to 7 May 2008)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 7 May 2007)
• Michael Alfred Ernest Clarke

  IRN MAC01266

  • CF2 Non Executive Director (28 Oct 2005 to 10 Sep 2008)
• Michael David Wilkinson

  IRN MDW01037

  • SIMF9 Chairman (7 Mar 2016 to 13 Jun 2016)
  • CF2 Non Executive Director (17 Oct 2012 to 6 Mar 2016)

• 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

No changes recorded yet.