Register of Lords' Interests
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FOI6236-Information Provided Annex A
FRN Firm Name Status (Current) Dual Regulation Indicator Data Item Code 106052 MF Global UK Limited Authorised N FSA001 FSA002 110134 CCBI METDIST GLOBAL COMMODITIES (UK) LIMITED Authorised N FSA001 FSA002 113942 Gain Capital UK Limited Authorised N FSA001 FSA002 113980 Kepler Cheuvreux UK Limited Authorised N FSA001 FSA002 114031 J.P. Morgan Markets Limited Authorised N FSA001 FSA002 114059 IG Index Limited Authorised N FSA001 FSA002 114097 Record Currency Management Limited Authorised N FSA001 FSA002 114120 R.J. O'Brien Limited Authorised N FSA001 FSA002 114159 Berkeley Futures Ltd Authorised N FSA001 FSA002 114233 Sabre Fund Management Ltd Authorised N FSA001 FSA002 114237 GF Financial Markets (UK) Limited Authorised N FSA001 FSA002 114239 Sucden Financial Limited Authorised N FSA001 FSA002 114265 Stockdale Securities Limited Authorised N FSA001 FSA002 114294 Man Investments Ltd Authorised N FSA001 FSA002 114318 Whitechurch Securities Limited Authorised N FSA001 FSA002 114324 Bordier & Cie (UK) PLC Authorised N FSA001 FSA002 114354 Thesis Asset Management Limited Authorised N FSA001 FSA002 114402 Wilfred T. Fry (Personal Financial Planning) Limited Authorised N FSA001 FSA002 114428 Maunby Investment Management Ltd Authorised N FSA001 FSA002 114432 Investment Funds Direct Limited Authorised N FSA001 FSA002 114503 Amundi (UK) Ltd Authorised N FSA001 FSA002 114563 Richmond House Investment Management Limited Authorised N FSA001 FSA002 114617 Birchwood Investment Management Limited Authorised N FSA001 FSA002 114621 IFDC Ltd Authorised N -
Annual Report 2013
1 Annual Report & Financial Statements 2013 2 National Friendly Annual Report & Financial Statements 2013 Advisors Independent Auditors PricewaterhouseCoopers LLP, 31 Great George Street, Bristol, BS1 5QD Bankers HSBC, 62 George White Street, Cabot Circus, Bristol, BS1 3BA Custodians Northern Trust, 50 Bank Street, Canary Wharf, London, E14 5NT Internal Auditors Mazars LLP, Clifton Down House, Beaufort Buildings, Clifton, Bristol, BS8 4AN Investment Managers Equity and Fixed Income Fund Fidelity Investments Limited, 25 Cannon Street, London, EC4M 5TA Contact Details Unit Linked Fund Church House Investments, 3 Goldcroft, Head Office Yeovil, Somerset, BA21 4DQ 4-5 Worcester Road, Clifton, Bristol BS8 3JL Telephone 0117 973 9003 [email protected] Solicitors www.nationalfriendly.co.uk Thring Townsend Lee & Pembertons, The Paragon, Counterslip, Bristol, BS1 6BX Established 1868 – Registered and incorporated Friendly Society no. 369F. Beachcroft LLP, 100 Fetter Lane, London, EC4A 1BN Member of the Association of Financial Mutuals. Authorised by the Prudential Regulation Authority Lovells, Atlantic House, Holborn Viaduct, and regulated by the Financial Conduct Authority London, EC1A 2FG. and the Prudential Regulation Authority. Chief Executive Officer: Jonathan Long Surveyors Company Secretary: Sandy Richards Mellersh and Harding LLP, Kingsbury House, 15-17 King Street, London SW1 6QU With-Profit Actuary BWCI Limited, Albert House, South Esplanade, St Peter Port, Guernsey, GY1 1AW Chairman’s review 3 highlights Financial Strategic -