Useful Documents

You can use this page to download product application forms, the KUFS newsletter, information leaflets and other useful documents.

Child Trust Fund
Name:Description:Size:
Child Trust Fund Account - Stakeholder Application FormChild Trust Fund Account - Stakeholder Application Form35.5kb
Child Trust Fund Account - Non Stakeholder Application FormChild Trust Fund Account - Non Stakeholder Application Form35.5kb
Key Features of the Stakeholder Child Trust Fund AccountThis information forms the initial service agreement between the Registered Contact and the Kingston Unity Friendly Society.114.4kb
Key Features of the Non-Stakeholder Child Trust Fund AccountThis information forms the initial service agreement between the Registered Contact and the Kingston Unity Friendly Society.113.6kb
CTF Payment SlipsDownloadable payment slips to send with cheque payments for your Child's Child Trust Fund. 36.5kb
CTF Standing Order FormA downloadable standing order form to make payments into your child's Child Trust Fund. 606kb
CTF Transfer-in Form Non-StakeholderUse this form to transfer your child's Child Trust Fund to our non-stakeholder fund. 162.7kb
CTF Transfer-in Form StakeholderUse this form to transfer your child's Child Trust Fund to our stakeholder fund. 163.4kb
Product Information
Name:Description:Size:
Tax Exempt Savings Plan Information PackAn information pack containing full information and an illustration of our Tax Exempt Savings Plan. 2020.8kb
Stocks & Shares Tracker ISA Info PackAn information pack containing Product Guide & Key Features of our Tracker ISA, along with Client Agreement, Services & Costs Disclosure Document and Application Form. 2396.7kb
Stocks & Shares With Profits ISA Info PackAn information pack giving full details of the With Profits ISA - a product guide, key features and application form along with important documents on our costs and services and our client agreement. 3506.7kb
Child Tax Exempt Savings Plan Information PackAn information pack giving full details of the Child Tax Exempt Savings Plan including key features, illustration and other important documents. 2055.1kb
Regular Savings Plan Product GuideThe product guide for our Regular Savings Plan, giving more detailed information on the product. To be read in conjunction with the Key Features & Illustration Pack. 940.5kb
Regular Savings Plan Key Features & Illustration PackThe Key Features & Illustration for our Regular Savings Plan. Also containing other important documentation such as our client agreement and SCDD. 1093.3kb
Tax Exempt Savings Plan (with Life) Information PackAn information pack containing full product guide, key features & illustration for our TESP (with Life Cover) along with other important documents. 2020.4kb
Ten Year Option Key FeaturesOur Ten Year Option Plan - Key Features Document. 90.5kb
Disclosure Documents
Name:Description:Size:
Kingston Unity SCDDImportant information about Kingston Unity's services and costs. 50.8kb
Client AgreementKingston Unity's Client Agreement. 979.5kb
Annual Reports
Name:Description:Size:
2008 Annual Report & Finacial StatementsThe Society's 2008 Annual Report and Financial Statements. 321.6kb
Newsletter
Name:Description:Size:
opportUNITY - Autumn 2008 NewsletterThe latest news and information from Kingston Unity - 2008 AGM edition. 1125.4kb
opportUNITY - Summer 2008 NewsletterSummer 2008 news and information from Kingston Unity. 1130.7kb
opportUNITY - Autumn 2007 NewsletterNews and information from Kingston Unity. 3038.7kb
opportUNITY - Spring 2007 NewsletterNews and information from Kingston Unity. 7243.5kb