about us
company reports & governance
with profits reports
- Your guide to how we manage our with profits fund (2006) (pdf: 979kb)
Explains the main points about investing in the With-Profits Fund and contains important information about how it works.
- Principles & Practices of Financial Management for the With Profits Sub Fund (May 2008) (pdf: 150kb)
Sets out the Principles and Practices of Financial Management that Homeowners Friendly Society Limited applies in managing its with profits business. It plays an important role in the governance of with profits business and ensuring that with profits policyholders are treated fairly.
- With Profits Fund Annual Report to Policyholders for 2007 (pdf: 1MB)
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engage Mutual Assurance is a trading name of Homeowners Friendly Society Limited and its wholly owned subsidiary engage Mutual Funds Limited. Both are authorised and regulated by the Financial Services Authority.