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

  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.

• Nigel Silby

  IRN NFS01021

  • CF12A With-Profits Actuary (5 Sep 2007 to 30 Jun 2008)
  • CF12 Actuarial (17 Sep 2004 to 30 Jun 2008)
• Patrick Phelps

  IRN PXP01239

  • CF1 Director (21 Oct 2013 to 31 Oct 2014)
• Paul Alan Engers

  IRN PAE00009

  • CF2 Non Executive Director (22 Mar 2012 to 10 Jun 2012)
• Paul Austin

  IRN PXA01090

  • SMF10 Chair of the Risk Committee (16 Feb 2023 to 31 Oct 2024)
  • SMF11 Chair of the Audit Committee (16 Feb 2023 to 31 Oct 2024)
• Paul James Osborn

  IRN PJO01071

  • SMF1 Chief Executive (10 Dec 2018 to 30 Jun 2019)
  • SMF3 Executive Director (10 Dec 2018 to 30 Jun 2019)
  • SIMF1 Chief Executive Function (7 Mar 2016 to 9 Dec 2018)
  • CF11 Money Laundering Reporting (15 Apr 2013 to 19 Mar 2015)
  • CF10 Compliance Oversight (15 Apr 2013 to 19 Mar 2015)
  • CF3 Chief Executive (20 Aug 2012 to 6 Mar 2016)
  • CF8 Apportionment and Oversight (17 Jul 2008 to 18 Sep 2008)
  • CF1 Director (30 Jan 2007 to 9 Dec 2018)
• Penny Yvonne Elizabeth O'Nions

  IRN PYO00002

  • SIMF14 Senior Independent Director (7 Mar 2016 to 13 Jun 2016)
  • CF2 Non Executive Director (30 Jan 2007 to 6 Mar 2016)
• Peter Mitchell

  IRN PXM00138

  • CF21 Investment Adviser (9 Jan 2004 to 30 Sep 2004)
• Philip Joseph Howcroft

  IRN PXH01299

  • CF29 Significant management (12 May 2015 to 31 Jan 2016)
• Rachel Webb

  IRN RXH02308

  • SMF1 Chief Executive (29 Apr 2020 to 18 Oct 2024)
  • SMF3 Executive Director (14 Dec 2018 to 31 Oct 2024)
  • SMF2 Chief Finance (10 Dec 2018 to 9 Dec 2020)
  • SIMF2 Chief Finance Function (21 Feb 2018 to 9 Dec 2018)
• Raymond John Hildreth Milne

  IRN RJM01148

  • SMF15 Chair of With Profits Committee (since 13 May 2025)

• David Chilvers (no longer appointed)

  FRN 776890 · Appointed 19 Apr 2017 · Until 31 Dec 2021

• Gavin Hardie (no longer appointed)

  FRN 771315 · Appointed 9 Feb 2017 · Until 29 Apr 2020

• Stephen James Linsdell (no longer appointed)

  FRN 771054 · Appointed 7 Feb 2017 · Until 31 Dec 2021

• Darren Silver (no longer appointed)

  FRN 768281 · Appointed 29 Dec 2016 · Until 24 May 2018

• John David Levett (no longer appointed)

  FRN 763378 · Appointed 1 Nov 2016 · Until 31 Dec 2021

• Clive L J Bradley (no longer appointed)

  FRN 760052 · Appointed 5 Oct 2016 · Until 31 Dec 2021

• Marylyn E Springham (no longer appointed)

  FRN 757046 · Appointed 30 Aug 2016 · Until 31 Dec 2021

• Talwinder Singh (no longer appointed)

  FRN 753073 · Appointed 18 Jul 2016 · Until 31 Dec 2021

• colin westwood (no longer appointed)

  FRN 750634 · Appointed 22 Jun 2016 · Until 31 Dec 2021

• John Robert Franks (no longer appointed)

  FRN 748366 · Appointed 26 May 2016 · Until 31 Dec 2021

No changes recorded yet.