The Rechabite Friendly Society Limited

• Principal Place of Business

  Healthy Investment

  Unit 2

  The Old Court House

  Tenterden Street

  Bury

  BL9 0AL

  UNITED KINGDOM

  Phone

  +4401617625790

  Web

  https://www.healthyinvestment.co.uk

• Complaints Contact

  Healthy Investment

  Unit 2

  The Old Court House

  Tenterden Street

  Bury

  BL9 0AL

  UNITED KINGDOM

  Phone

  +4401617625790

• 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 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.

• 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, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), 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 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.

• 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.

• Elaine Fairless

  IRN EXF01040

  • SMF15 Chair of With Profits Committee (since 20 Sep 2019)
  • CF2 Non Executive Director (7 Mar 2013 to 6 Mar 2016)
• Frank Jefferson

  IRN FJJ01004

  • CF2 Non Executive Director (1 Dec 2001 to 5 Dec 2002)
• Gina Harlin

  IRN GXH01359

  • CF1 Director (6 Feb 2003 to 24 Aug 2004)
• Gordon Rex Dance

  IRN GRD01051

  • CF2 Non Executive Director (1 Dec 2001 to 31 May 2003)
• Graeme Robert Caughey

  IRN GRC00050

  • SMF9 Chair of the Governing Body (since 21 Jul 2025)
• Helen Elizabeth Boardall

  IRN HXB00014

  • Director of firm who is not a certification employee or a SMF manager (since 1 Oct 2020)
• Ian Giles Coventry

  IRN IGC01009

  • CF22 Investment Adviser (Trainee) (18 Nov 2002 to 16 Apr 2003)
• Ian Passey

  IRN IXP00011

  • CF2 Non Executive Director (25 Jul 2008 to 14 Jun 2013)
• Irene Wilson

  IRN IXW01110

  • CF2 Non Executive Director (7 Oct 2002 to 15 Apr 2003)
• Jerrol George Ainsworth

  IRN JXA00348

  • 17. Administrative functions in relation to managing investments
  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Jul 2024)
  • [FCA CF] Functions requiring qualifications (since 16 Dec 2021)

• Parental Choice Limited (no longer appointed)

  FRN 580478 · Appointed 2 May 2012 · Until 15 Jul 2013

No changes recorded yet.