Wesleyan Assurance Society

• Principal Place of Business

  Wesleyan

  Colmore Circus Queensway

  Birmingham

  B4 6AR

  UNITED KINGDOM

  Phone

  +4401212009711

  Web

  https://www.wesleyan.co.uk

• Complaints Contact

  Wesleyan

  Colmore Circus Queensway

  Birmingham

  B4 6AR

  UNITED KINGDOM

  Phone

  +4401212009639

• Bank Deposits

  For All, Deposit

  Show 1 limitation Hide limitations

  • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.

• 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 Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, 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, Stakeholder pension scheme, Unit, Warrant

  Show 4 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • · Limited to Occupational Pension Scheme activities and in carrying on such activities to the specified investments listed other than "stakeholder pensions scheme" and rights to or interests in investments - security”, (when the latter is associated with this specified investment).
  • · Limited to sub-underwriting on behalf of a customer for OPS activities only and in carrying on such activities to the specified investments "share", "debenture", "government and public security", "warrant", "certificate representing certain security", "unit" and "rights to or interest in investments - security", (when the latter is associated with these specified investments).

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, 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, 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, Capital redemption, General liability, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

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  • · Investment type General Liability (Class 13) is limited to industrial disease risks only.

• Credit Brokering

• Stockbroking

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, 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, Stakeholder pension scheme, Unit, Warrant

  Show 3 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • · Limited to Occupational Pension Scheme activities and in carrying on such activities to the specified investments listed other than "stakeholder pensions scheme" and rights to or interests in investments - security”, (when the latter is associated with this specified investment).

• Trades With You Directly

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, 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, Stakeholder pension scheme, Unit, Warrant

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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, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

• Consumer Hire

• Runs Stakeholder Pensions

  For Eligible Counterparty, Professional, Retail (Investment)

• Runs Personal Pensions

  For Eligible Counterparty, Professional, Retail (Investment), Personal pension scheme

• Consumer Hire Servicing

• Investment Setup

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, 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, Stakeholder pension scheme, Unit, Warrant

  Show 3 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • · Limited to Occupational Pension Scheme activities and in carrying on such activities to the specified investments listed other than "stakeholder pensions scheme" and rights to or interests in investments - security”, (when the latter is associated with this specified investment).

• Manages Your Portfolio

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, 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, Stakeholder pension scheme, Unit, Warrant

  Show 3 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Limited to Occupational Pension Scheme activities and in carrying on such activities to the specified investments listed other than "stakeholder pensions scheme" and rights to or interests in investments - security”, (when the latter is associated with this specified investment).

• Holds Your Assets

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, 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, 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.

• Barry Donald Andrew

  IRN BDA00005

  • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
• Barry Graeme Alder

  IRN BXA00022

  • CF21 Investment Adviser (1 Dec 2001 to 22 Jan 2004)
• Barry Stinton

  IRN BXS00370

  • [FCA CF] Client dealing (9 Dec 2022 to 1 Oct 2025)
• Beljinder Sidhu

  IRN BXS00224

  • [FCA CF] Client dealing (2 Apr 2021 to 1 Oct 2025)
• Benjamin Carmalt

  IRN BXC00270

  • [FCA CF] Client dealing (7 Jun 2022 to 8 Dec 2024)
• Bennard Boateng

  IRN BXB00281

  • [FCA CF] Client dealing (9 Dec 2022 to 1 Oct 2025)
• Bernard Fredrick Rust

  IRN BFR00003

  • CF21 Investment Adviser (1 Dec 2001 to 14 Jan 2005)
• Bernard Snape

  IRN BXS00089

  • CF21 Investment Adviser (1 Dec 2001 to 25 Nov 2003)
• Bethaney Coulson

  IRN BXC00342

  • [FCA CF] Client dealing (9 Dec 2023 to 1 Oct 2025)
• Bhupinder Singh Bhandal

  IRN BSB01027

  • CF21 Investment Adviser (2 Jul 2004 to 14 Jan 2005)
  • CF22 Investment Adviser (Trainee) (19 Mar 2003 to 2 Jul 2004)

• National Association of Head Teachers (no longer appointed)

  FRN 409345 · Appointed 8 Jul 2024 · Until 15 Dec 2025

• GP Care LLP (no longer appointed)

  FRN 478820 · Appointed 8 Feb 2008 · Until 12 Mar 2020

• Vernons Financial Services Limited (no longer appointed)

  FRN 162417 · Appointed 3 Mar 2003 · Until 15 Jul 2004

• The National Association of Schoolmasters & Union of Women Teachers (no longer appointed)

  FRN 223114 · Appointed 26 Feb 2003 · Until 9 Jul 2004

• The Prision Officers Association (no longer appointed)

  FRN 206221 · Appointed 28 May 2001 · Until 11 Mar 2004

• Medical Sickness Ltd (no longer appointed)

  FRN 110396 · Appointed 1 Jul 1997 · Until 17 Jan 2005

• Wesleyan Home Loans Ltd (no longer appointed)

  FRN 156227 · Appointed 23 Aug 1988 · Until 31 May 2004

No changes recorded yet.