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

  Show 1 limitation Hide limitations

  • · Limited to accepting deposits in the course of carrying out transactions permitted by the rules of the Society.

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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

  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.

• 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

  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.

• 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

  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.

• 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

  Show 1 limitation Hide limitations

  • · 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.

• 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)

• 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

No changes recorded yet.