| Transfer/Amalgamation of [Society A] to/with [Society B] | ||
|---|---|---|
| Proposed effective date: | ||
| Comparative financial positions | ||
| (a) Balance Sheet as at 31 December 20- | ||
| Society A | Society B | |
| ASSETS | ||
| Land and buildings (4) | ||
| Government securities | ||
| Equities | ||
| Other investments (6) | ||
| Fixed assets | ||
| Other assets | ||
| Cash at bank and in hand | ||
| ___________ | ___________ | |
| ___________ | ___________ | |
| LIABILITIES | ||
| Benefit funds [technical provisions] (7) | ||
| [Management fund] | ||
| Other liabilities and provisions | ||
| Reserve funds [Reserves] (8) | ||
| ___________ | ___________ | ___________ |
| ___________ | ___________ | ___________ |
| NOTES | ||
| (1) | The above figures are extracted from the audited accounts [unaudited accounts] of [Society A and Society B] for the year [period] ended: | |
| (2) | There has been no significant change in the financial position of the [participants] [except for ] | |
| (3) | The future capital commitments of [the participants] are:[None of [the participants] has any significant future capital commitments.] | |
| (4) | Land and buildings have been brought into account on the following bases: (include statement of any differences in accounting policies and where material any estimated financial effects) | |
| (5) | Investments have been brought into account on the following bases: (include statement of any differences in accounting policies and where material any estimated financial effects) | |
| (6) | Other investments comprise: (include statement of any differences in accounting policies and where material any estimated financial effects) | |
| (7) | Benefit Funds [Technical Provisions] comprise:(include statement of any differences in accounting policies and where material any estimated financial effects) | |
| (8) | Reserve Funds [Reserves] comprise: | |
| (9) | The membership at [ ] and premium income received during [ ] for each [participant] were: | |
| (10) | Brief summary of the financial position of each [participant] as shown in the last actuarial investigation: | |
| (11) | Summary of independent actuary's report under section 88 of the Friendly Societies Act 1992: | |
| (12) | The interests of committee members of the [participants] in the transfer [amalgamation] are: | |
| (13) | Proposed compensation to be paid to committee members and[/or] to other officers is: | |
| (14) | The terms of the transfer[amalgamation] are: | |
You are viewing SUP 18 Annex 1 Friendly Society transfer or amalgamation (Information requirements related to Schedule 15 Friendly Societies Act 1992) (This belongs to SUP 18.4.22G) as of . SUP 18 Annex 1 Friendly Society transfer or amalgamation (Information requirements related to Schedule 15 Friendly Societies Act 1992) (This belongs to SUP 18.4.22G) was last updated on 01/01/2005.
SUP 18 Annex 1 Friendly Society transfer or amalgamation (Information requirements related to Schedule 15 Friendly Societies Act 1992) (This belongs to SUP 18.4.22G)
21/06/2001G