The Ancient Order of Foresters Friendly Society Limited

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FRN: 110029
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
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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
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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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

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)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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

Recent activity

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

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.