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.

Trevor Malcolm Batten
IRN TXB01131
- SMF9 Chair of the Governing Body (9 May 2022 to 31 May 2024)
- SMF11 Chair of the Audit Committee (10 Dec 2018 to 11 Aug 2021)
- SMF10 Chair of the Risk Committee (10 Dec 2018 to 11 Aug 2021)
- SIMF10 Chair of the Risk Committee (22 Nov 2017 to 9 Dec 2018)
- SIMF11 Chair of the Audit Committee (22 Mar 2017 to 9 Dec 2018)
William Harry Thomas Dines
IRN WXD01037
- CF5 Director of Unincorporated Association (1 Dec 2001 to 12 Sep 2002)
Zoe Rosemary Leyland Shaw
IRN ZRS01002
- Director of firm who is not a certification employee or a SMF manager (since 20 Mar 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Geoffrey Peter Mannering (no longer appointed)
FRN 696192 · Appointed 18 May 2015 · Until 26 Jul 2018
Helen Sinclair (no longer appointed)
FRN 695266 · Appointed 14 May 2015 · Until 31 Dec 2021
Barbara Janet Clarke (no longer appointed)
FRN 693741 · Appointed 11 May 2015 · Until 8 Jun 2016
John William Clarke (no longer appointed)
FRN 693737 · Appointed 11 May 2015 · Until 8 Jun 2016
Irene Edge (no longer appointed)
FRN 693740 · Appointed 11 May 2015 · Until 16 Sep 2016
Jennifer Hall (no longer appointed)
FRN 691879 · Appointed 5 May 2015 · Until 31 Dec 2021
Arnold Hall (no longer appointed)
FRN 688075 · Appointed 22 Apr 2015 · Until 16 Sep 2016
Heather Davis (no longer appointed)
FRN 687441 · Appointed 21 Apr 2015 · Until 31 Dec 2021
Christine Pointon (no longer appointed)
FRN 687439 · Appointed 21 Apr 2015 · Until 31 Dec 2021
Anthony Nock (no longer appointed)
FRN 687440 · Appointed 21 Apr 2015 · Until 31 Dec 2021

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.