Family investments
membership information

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 below to download a copy of the Principles and Practices of Financial Management you require.

The Principles and Practices of Financial Management of the P.O.I.S Fund.

A guide to how we manage our P.O.I.S with-profits Fund.


The Principles and Practices of Financial Management of the Tax Exempt Life and Endowment Fund.

A guide to how we manage our Tax Exempt Life and Endowment Fund.



How We Manage Our Unit-Linked Funds
If you would like information on how our unit-linked funds are managed, please click on the link below to download a copy of our document 'How We Manage Our Unit-Linked Funds'.

How We Manage Our Unit-Linked Funds.


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.

Click Here to Get Acrobat Reader for Free





Family playing on a beach

Member Relations

Committee of Management

Sub-Committees Terms of Reference

Annual General Meeting (AGM)

Report & Accounts

Rules of the Society

Life Policies

Unit Trusts

Complaints Handling Procedures