Member Information

  1. Member Information
  2. Committee of Management
  3. Group Report & Accounts
  4. Life Policies
  5. Unit Trusts/ICVC Report & Accounts
  6. Unit Trusts/ICVC Scheme Prospectuses
  7. UK Stewardship Code
  8. Changes to our Investment Adviser

Member Information

Family Investments is a trading name of Family Assurance Friendly Society Limited ('the Society') and is a mutual organisation. This means that we are owned by, and run for the benefit of, our members.

Family Investments is committed to complying with the UK Corporate Governance Code as relevant to mutual insurers (the Code). In accordance with the Code we have provided on this website information on the Society, its management and other information that members may want to know.

Contact us

The Secretary,
Family Investments, 16-17 West Street,
Brighton, East Sussex BN1 2RL.

Email: members@family.co.uk

Please direct any policy-specific questions to our Customer Services Team.

Annual General Meeting

Each year the Society holds an Annual General Meeting. We encourage members to attend in person, or vote by proxy if they are unable to attend. Before each AGM we will place a notice in two national newspapers. We will also send out a Notice of AGM to all members that are eligible to vote and who have opted in to receive Notice, and we also put the Notice on this website so all members have access to it. Please contact us if you wish to opt in to receive Notice of the AGM by post.


The 2012 Annual General Meeting will take place on 25th May 2012.

Notice of meeting (PDF)

Summary Financial Statements 2011 (PDF)

Voting and Member Information (PDF)

After each AGM has been held, the results will be published on this website.

Member Relations

Family Investments believe it is important for our directors to hear members' views and opinions so they can understand the issues than affect the running of the Society. We encourage members to talk to us, and invite all members to take an active interest in the governance of the Society.

The Member Relations Team cannot answer policy-specific questions. If your query is about the policy you hold with us, then please contact our Customer Services Team.

For details of our Member Relation Strategy, simply click on the link below. You can also email members@family.co.uk or write to us at the address at the top of this page. As a general rule we will reply to queries in writing, so please ensure you give us your full name and details of your address or a policy number so we can reply to you.

Member Relations Strategy

The link below provides information on the Society's strategy for managing and encouraging the relationship between our members and us.

Member Relations (PDF)

Rules of the Society

Members of the Society have rights and obligations. These rights and obligations can be found in this document.

Rules of the Society (PDF)

The UK Corporate Governance Code for mutual insurers

The Society's Corporate Governance Statement 2011 (PDF)

For more details on the UK Corporate Governance Code for mutual insurers, please visit the Association of Financial Mutuals website.

Complaints

For information about how we deal with complaints received, please visit our complaints page.

More information

All documents mentioned here can be viewed and printed. Alternatively, you can email us at members@family.co.uk or write to The Secretary, Family Investments, 16-17 West Street, Brighton, East Sussex, BN1 2RL, to request printed copies of any of the documents.

In order to view and print the files, you'll need the free Acrobat Reader from Adobe. If you do not already have Acrobat Reader from Adobe installed, click here to download it for free.