Contact us today on: 01924 240164 | enquiries@kingstonunity.co.uk

Kingston Unity AGM 2020 Checklist

Due to the Coronavirus (COVID-19) pandemic, the AGM will be held via videoconference on Saturday, 26 September 2020. To support our Members with the technical requirements needed to attend our AGM, we have created this checklist, so you can make sure you’re prepared for the videoconference.

If you have any questions at all, our team is there to help you. Please get in touch and we’ll work through any questions that you might have. 

Setting up your Zoom

Do you have access to a device that can access the internet?

To access our AGM, you will need to use a device that lets you download the Zoom app from the internet. This could be a desktop computer, a laptop, a tablet or a mobile smartphone. If you're not sure if your device is able to download Zoom, give us a call and we can check for you.

It's important to note that multiple Delegates cannot use the same device to vote. Therefore, you will need to use one device each.

Have you downloaded Zoom to your device and tested it works?

You do not need to have a Zoom account to access the videoconference. You can click on the link we will provide you instead.

We recommend that you use the test link we have provided you to familiarise yourself with the Zoom app before the conference. You can also access the Zoom test using the link here.

When you click on the link for your meeting, you will be prompted to download the Zoom app. Simply follow the prompts to download the correct Zoom application for your computer.

If you are having any technical issues, Please get in touch before the date of the AGM and we will help you.

Registering as a Delegate

Have you registered to be a Delegate using the form provided?

To be a Delegate at our AGM you must notify us by registering using the Delegate registration form found here. 

You can apply to become a Delegate at the AGM before Monday, 17 August. Applications after this date will still be considered but would be too late for inclusion on the agenda.

The registration form also lets you apply to be a Delegate at our SGM that will be held later in the year. We encourage you to apply to be a Delegate at both our AGM and our SGM, but you are not required to.

Have you proposed any motions and/or rule changes you wish to?

If you are attending our AGM as a Delegate, you can propose any motions and/or rule changes to be discussed. If you wish to propose a rule change or a motion, you must provide us with this information by Friday, 7 August at the latest.

Notices of motions received after this date will not be included on the final agenda of the meeting and only with the approval of the AGM will they be debated.

Have you made a note of our SGM?

In addition to our AGM, we will be hosting a Special General Meeting (SGM) on Saturday, 17 October.

If you haven't already done so, you can register to be a Delegate for our SGM here. 

We strongly encourage Members to attend both our AGM and our SGM as Delegates.

Please note. Unless Government restrictions are put back in place, we intend to host our SGM in a physical location. You will receive more information about this in your Delegate packs.
To apply to be a Delegate at our SGM, you must register before Monday, 31 August.

On the day of the AGM

Have you tested your Zoom?

To ensure you have no technical problems on the day of the AGM, we strongly encourage you to test your connection to Zoom using the test link we have provided you. This will help to familiarise you with the layout of the Zoom platform and check that your device is compatible.

Have you checked you have the link we provided?

To access the AGM, we will be providing you with a unique meeting link. You will need this link to attend the videoconference. Please keep it safe and check you have access to it before the meeting begins.

If you are having trouble accessing this link, please contact us before the date of the AGM and we will help you.

Do you have your Delegate pack with you?

Your Delegate pack will provide you with the information you need and the agenda for the meeting. We recommend you have it with you when you attend the videoconference.

Download our guide for new Zoom users

Download our guide for new Zoom users

We've put together this quick guide for those Members who have not used Zoom before.

Download our guide

Please Note: You must confirm you have read the key facts, before downloading this document.

Key Facts about our services and costs

1. The Financial Conduct Authority (FCA)

The FCA is the independent watchdog that regulates financial services. This document is designed by the FCA to be given to consumers buying certain financial products. You need to read this important document. It explains the service you are being offered and how you will pay for it.

2. Whose products do we offer?

We offer products from the whole market

We only offer products from a limited number of companies

We only offer our own products

3. Which service will we provide you with?

We will advise and make a recommendation for you after we have assessed your needs.

You will not receive advice or a recommendation from us. We may ask some questions to narrow down the selection of products that we will provide details on. You will then need to make your own choice about how to proceed.

We will provide basic advice on a limited range of stakeholder products and in order to do this we will ask some questions about your income, savings and other circumstances but we will not:

  • conduct a full assessment of your needs;
  • offer advice on whether a non-stakeholder product may be more suitable.

We can only offer products from Kingston Unity Friendly Society. These products will enable you to:

  • protect yourself and your loved ones in the event of death
  • save and invest with the added benefit of protecting yourself and your loved ones in the event of death
  • provide benefit cover in the event of sickness

4. What will you have to pay us for our services?

Normally, if you buy a financial product direct from us, there will be no payments such as commission or fees payable. If there are any commission or fees payable, we will tell you how we get paid and the amount before we carry out any business for you.

5. Who regulates us?

Kingston Unity Friendly Society, 9 Navigation Court, Calder Park, Wakefield, WF2 7BJ is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and .the Prudential Regulation Authority. Kingston Unity Friendly Society’s FCA Registered Number is 110056.

Kingston Unity Friendly Society permitted business is advising and arranging life assurance and pensions business.

You can check this on the FCA’s Register by visiting the FCA’s website www.fsa.gov.uk/register or by contacting the FCA on 0845 606 1234.

6. What to do if you have a complaint

If you wish to register a complaint, please contact us:
…in writing Write to Kingston Unity Friendly Society, Complaints Department, 9 Navigation Court, Calder Park, Wakefield, WF2 7BJ. …by phoneTelephone (01924) 240164

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

7. Are we covered by the Financial Services Compensation Scheme (FSCS)?

We are covered by the FSCS. You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim.

Most types of insurance business are covered for 90% of the claim with no upper limit.

I have read the above

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