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 Combined Code on Corporate Governance as relevant to mutual insurers. 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. To find out more on who qualifies as a member of the Society just click on the Annual General Meeting link on the right of this page.
Member Relations
Family Investments believe it is important for our directors to hear members' views and opinions so they can understand the issues that 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. Their details can be found by clicking here, or on the contact us link at the bottom of the page.
For details of our Member Relation Strategy, simply click on the link on the right of this page. You can also email members@family.co.uk or write to us at Member Relations Team, Family Investments, 16-17 West Street, Brighton, East Sussex BN1 2RL. 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.
Committee of Management and Sub-Committees
Full details of the Committee of Management are available on this website, and can also be found in the annual Report & Accounts. The Committee of Management also comprises various sub-committees that apply expertise to specific areas of the Society's business. The Terms of Reference for these sub-committees can be viewed by clicking on the link.
A specimen letter of appointment of a non-executive director, appointed to the Committee of Management, is also available for you to view by clicking on the Terms of Reference link.
Annual General Meeting
Each year the Society holds an Annual General Meeting (AGM). We encourage members to attend in person, or vote by proxy if they are unable to attend. Before each AGM we will send out a Notice of AGM to all members that are eligible to vote, and also put the Notice on this website so all members have access to it.
After the AGM has been held, the results will be published on this website. Information about voting rights and how voting takes place is available by clicking on the AGM link.
Report & Accounts
The Report & Accounts will be available to members prior to the AGM. You can print or view the latest copy by clicking on the link. Alternatively the Notice of AGM will advise you on how to obtain printed copies of the Report & Accounts.
Rules of the Society
Members of the Society have rights and obligations. These rights and obligations can be found in the Rules of the Society. To view please click on the link.
Life Policies
Principles and Practices of Financial Management (PPFM)
If you would like information on how the with-profits funds are managed, please click on the link to see a copy of our Principles and Practices of Financial Management (PPFM). You will find two versions of each PPFM – a standard version and a 'customer friendly' version.
How We Manage Our Unit-Linked Funds
If you would like information on how our unit-link funds are managed, please click on the link to see a copy of our document 'How We Manage Our Unit-Linked Funds'.
Unit Trusts
The Prospectus and the Report and Accounts for each of the Society's Unit Trusts are available to view or download. Please click on the link.
Complaints Handling Procedures
We value our customers and take any complaint received very seriously. We view a complaint as an opportunity to identify how we can improve the service we provide to our members. You can view and print the Complaints Handling Procedures from the link.
The Annotated Combined Code for Life Mutuals
For more details on the Annotated Combined Code for Life Mutuals, please visit www.mutualinsurers.org or www.afs.org.uk.
More Information
All documents mentioned here can be viewed and printed by clicking on the links on the right of this page. 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.
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