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
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.

Approved individuals

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

Donald Joseph Wild
IRN DXW01316
- CF2 Non Executive Director (1 Jan 2003 to 15 Sep 2004)
- CF5 Director of Unincorporated Association (1 Dec 2001 to 31 Dec 2002)
Edward Michael Truscott
IRN EMT00003
- CF13 Finance (1 Dec 2001 to 5 Apr 2003)
- CF12 Actuarial (1 Dec 2001 to 5 Apr 2003)
Edwin Malcolm Booth
IRN EMB01029
- CF11 Money Laundering Reporting (13 Feb 2002 to 31 Aug 2005)
- CF10 Compliance Oversight (13 Feb 2002 to 31 Aug 2005)
Erik Vynckier
IRN EXV01021
- Director of firm who is not a certification employee or a SMF manager (20 Sep 2020 to 23 Jun 2025)
- [FCA CF] Significant management (19 Sep 2020 to 20 Sep 2020)
Francis Robert Jacobs
IRN FRJ00001
- CF21 Investment Adviser (1 Dec 2001 to 5 Sep 2003)
Gary Spencer
IRN GXS00030
- CF21 Investment Adviser (1 Dec 2001 to 23 Aug 2006)
Gary Timothy Fox
IRN GTF00002
- CF21 Investment Adviser (1 Dec 2001 to 6 Mar 2002)
Gavin Philip Lock
IRN GPL01039
- CF12A With-Profits Actuary (18 Jul 2008 to 2 Dec 2013)
- CF12 Actuarial (18 Jul 2008 to 2 Dec 2013)
Graham David Lloyd
IRN GXL01164
- CF5 Director of Unincorporated Association (1 Dec 2001 to 19 Mar 2002)
Graham John Allan
IRN GJA01054
- CF29 Significant management (18 Jul 2008 to 1 Jan 2016)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Lucy Byford (no longer appointed)
FRN 968449 · Appointed 24 Jan 2022 · Until 18 Aug 2022
Jon Tait (no longer appointed)
FRN 952706 · Appointed 11 Jun 2021 · Until 31 Dec 2021
Tracey Helen Claire Summers (no longer appointed)
FRN 952665 · Appointed 10 Jun 2021 · Until 31 Dec 2021
Richard Short (no longer appointed)
FRN 922770 · Appointed 16 Mar 2020 · Until 31 Dec 2021
Clair Bell (no longer appointed)
FRN 922736 · Appointed 15 Mar 2020 · Until 31 Dec 2021
Alex Martin Coope (no longer appointed)
FRN 920501 · Appointed 31 Jan 2020 · Until 31 Dec 2021
Arfan Ibrahiam (no longer appointed)
FRN 919911 · Appointed 21 Jan 2020 · Until 31 Dec 2021
Nadim Mogul (no longer appointed)
FRN 918707 · Appointed 23 Dec 2019 · Until 30 Dec 2021
Karen Lynn Greaves (no longer appointed)
FRN 918515 · Appointed 19 Dec 2019 · Until 30 Dec 2021
Brian Leslie Robins (no longer appointed)
FRN 918350 · Appointed 16 Dec 2019 · Until 30 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.