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.

• Graham Michael Berville

  IRN GMB01083

  • CF2 Non Executive Director (29 Jun 2009 to 9 Jun 2012)
• Graham Michael Bloor

  IRN GMB01141

  • CF1 Director (17 Jan 2007 to 21 Mar 2007)
• Graham Paul Setterfield

  IRN GPS00002

  • SMF15 Chair of With Profits Committee (28 Feb 2019 to 27 Jun 2021)
  • SMF14 Senior Independent Director (10 Dec 2018 to 27 Jun 2021)
  • SMF12 Chair of the Remuneration Committee (10 Dec 2018 to 27 Jun 2021)
  • SIMF14 Senior Independent Director (11 Jan 2018 to 9 Dec 2018)
  • SIMF12 Chair of the Remuneration Committee (7 Mar 2016 to 9 Dec 2018)
  • CF2 Non Executive Director (5 Sep 2014 to 6 Mar 2016)
• Grant Russell Streader

  IRN GRS01135

  • SMF24 Chief Operations (since 14 Sep 2023)
  • [FCA CF] Significant management (10 Dec 2018 to 13 Sep 2023)
  • CF29 Significant management (10 Dec 2007 to 9 Dec 2018)
• Helen Mackinnon

  IRN HXM44092

  • SMF10 Chair of the Risk Committee (25 Mar 2022 to 18 Jul 2022)
  • SMF14 Senior Independent Director (25 Mar 2022 to 18 Jul 2022)
  • SMF12 Chair of the Remuneration Committee (25 Mar 2022 to 18 Jul 2022)
  • SMF11 Chair of the Audit Committee (25 Mar 2022 to 18 Jul 2022)
  • Director of firm who is not a certification employee or a SMF manager (28 May 2021 to 25 Mar 2022)
  • [FCA CF] Significant management (10 Dec 2018 to 28 May 2021)
• JANET CLEMENTS

  IRN JXC00208

  • Director of firm who is not a certification employee or a SMF manager (13 Aug 2024 to 23 Jun 2025)
  • SMF12 Chair of the Remuneration Committee (31 Aug 2023 to 12 Aug 2024)
• James Robert Joiner

  IRN JRJ01072

  • SIMF20 Chief Actuary Function (7 Dec 2017 to 21 May 2018)
• Jane Grace Dumeresque

  IRN JGD01063

  • SMF10 Chair of the Risk Committee (since 25 Jun 2025)
  • SMF11 Chair of the Audit Committee (since 25 Jun 2025)
• Jill Chipchase

  IRN JXC02095

  • CF10 Compliance Oversight (30 Mar 2007 to 1 Mar 2009)
  • CF11 Money Laundering Reporting (15 Jan 2007 to 1 Mar 2009)
• Joanne Sarah Molloy

  IRN JSM01240

  • CF10 Compliance Oversight (14 Dec 2011 to 14 Sep 2012)
  • CF11 Money Laundering Reporting (14 Dec 2011 to 14 Sep 2012)

• James Brian Launchbury (no longer appointed)

  FRN 717603 · Appointed 21 Sep 2015 · Until 10 Apr 2019

• Barbara Mary White (no longer appointed)

  FRN 716177 · Appointed 8 Sep 2015 · Until 30 Dec 2021

• Gillian Phillips (no longer appointed)

  FRN 713227 · Appointed 7 Aug 2015 · Until 31 Dec 2021

• Michael James Bell (no longer appointed)

  FRN 710009 · Appointed 13 Jul 2015 · Until 31 Dec 2021

• Frank McAll (no longer appointed)

  FRN 709632 · Appointed 8 Jul 2015 · Until 31 Dec 2021

• Cheryl Fox (no longer appointed)

  FRN 707573 · Appointed 23 Jun 2015 · Until 31 Dec 2021

• Martin Lee Fisher (no longer appointed)

  FRN 707571 · Appointed 23 Jun 2015 · Until 31 Dec 2021

• John Leslie Potton (no longer appointed)

  FRN 707574 · Appointed 23 Jun 2015 · Until 31 Dec 2021

• Katarzyna Sharp (no longer appointed)

  FRN 698281 · Appointed 22 May 2015 · Until 31 Dec 2021

• Susan McCluskey (no longer appointed)

  FRN 697362 · Appointed 19 May 2015 · Until 7 Sep 2016

No changes recorded yet.