ShareSocTerms and Conditions

TERMS AND CONDITIONS OF THIS WEBSITE, MEMBERSHIP INFORMATION, PRIVACY POLICY AND OTHER INFORMATION

These terms and conditions apply to use of this website and to membership or associate membership of ShareSoc and/or SIGnet.

General Information

ShareSoc is a registered trademark and the principal operating name of the UK Individual Shareholders Society Ltd, a company limited by guarantee and registered in England – Registration Number 7503076. The liability of each statutory member is limited to £1.
ShareSoc is a not-for-profit organisation controlled by its members and funded primarily by membership fees and donations. ShareSoc provides a range of services to individual investors including information, networking, education and representation.
SIGnet is a membership activity facilitating networking and self-education for individual investors. Members of SIGnet are also covered by these terms and conditions, with references to ShareSoc being read as references to SIGnet. SIGnet is not separately incorporated and is administered by ShareSoc. Members of SIGnet are automatically associate members of ShareSoc and are encouraged to become full members.
This website and all material on it (unless otherwise specified) is owned by ShareSoc. Other products or service names mentioned on our site may be the trademarks of their respective owners.
All material on this web site is copyright of ShareSoc unless otherwise indicated. All rights are reserved and material on this web site must not be reproduced or distributed in any form or incorporated into other work without the written permission of ShareSoc and/or of any other copyright owner. Requests to use any of the material should be submitted to ShareSoc via email using the address given on the “Contact” page. Permission is however granted for use of any material on this web site that is generated by or on behalf of ShareSoc for any non-commercial purpose including educational or news reporting purposes provided ShareSoc is acknowledged as the source.

No Warranty

No warranty is given by ShareSoc as to the reliability, accuracy or completeness of the information provided on this web site. ShareSoc attempts to ensure the accuracy of any information provided, and any errors should be referred to ShareSoc for correction.
ShareSoc is not authorised to give investment advice, and is not regulated by any Regulatory Authority, and nor does it seek to give such advice. The information, services and data published on this website and in other ShareSoc publications are intended for general information only and must not be construed as advice under the UK’s Financial Services Acts or other applicable laws. Any actions you may take as a result of any information or advice contained on this web site or otherwise supplied to you by ShareSoc should be verified with third parties such as legal or other professional advisors. Use of such material is at your sole risk.
Investment in the stock market carries substantial risks and share prices can go down as well as up. Past performance is not necessarily an indication of future performance.

Third Party Information and Services

This website and other information provided to you by ShareSoc may contain links to other third-party websites, services or material. ShareSoc is not responsible for the operations of such third parties and provides no warranty as to the quality of information or services provided therein. This website may also contain third-party advertising material that is the sole responsibility of the advertisers.

Company Presentations

No warranty is given by ShareSoc as to the reliability, accuracy or completeness of the information provided in presentations to members by companies or by ShareSoc representatives in seminars or other meetings organised or sponsored by ShareSoc. Information given in such meetings does not constitute investment, legal, tax or other advice or any recommendation to buy, sell, or otherwise transact in the shares of the companies presenting. Prospective investors should take appropriate professional advice before making any investment decision or undertake their own further research.

Privacy Policy and Cookies

Our privacy policy and use of cookies is detailed at: https://www.sharesoc.org/privacy-policy/

Contributed Information and Forums

Any material, content or information submitted to ShareSoc may be published by ShareSoc and may be edited before publication unless you specifically state otherwise. By submitting such material to us you grant us full copyright over the work and over any derivative works that may arise as a result of our use thereof. You warrant that you have the right to grant copyright.
Material and comments placed on forums or bulletin boards maintained by ShareSoc will be available to the relevant audience as identified in any specific terms of use of that forum or bulletin board.
You may not use any discussion forums or bulletin boards maintained by ShareSoc to promote or denigrate companies, to promote investments or to publish inaccurate or defamatory material. You will use such services only for proper purposes and in accordance with all applicable laws and are solely responsible for any legal consequences arising as a result of placing any material on any bulletin board or forum maintained by ShareSoc. ShareSoc reserves the right to remove material which breaches these requirements and to terminate your membership of ShareSoc following such breach.
ShareSoc does not monitor or control information placed on forums or bulletin boards by contributors. You must use your own judgement about the accuracy of that information and the reliance you place on it. You must not republish any such information and if you do are solely liable for the consequences of so doing.

Membership

Paid membership of ShareSoc (“full membership”) conveys statutory membership of the UK Individual Shareholders Society Ltd., including the right to attend and vote at General Meetings thereof. It also allows access to services provided by ShareSoc (certain of which may attract incremental charges).
Associate membership of ShareSoc (“associate membership”) is free of charge. It allows limited access to services provided by ShareSoc.
Paid membership of SIGnet (“SIGnet membership”) conveys statutory membership including the right to attend and vote at General Meetings of the UK Individual Shareholders Society Ltd. Such membership is subject to convenor acceptance and permits access to SIGnet’s investor networking meetings. SIGnet members are automatically enrolled as associate members of ShareSoc.
Paid membership of both ShareSoc and SIGnet (“combined membership”) conveys the benefits of full membership and SIGnet membership at a reduced cost. Such membership is subject to SIGnet convenor acceptance. Should either full membership of ShareSoc or membership of SIGnet cease, the ‘combined’ discount will also cease and any subsequent SIGnet or ShareSoc renewal will automatically revert to full price.
Membership fees are non-refundable (except in respect of SIGnet fees, where a “no quibble guarantee” applies, as set out in the SIGnet rules). ShareSoc reserves the right to change membership fee rates and the terms and conditions that apply to membership without notice.
It is a condition of continuing membership that you provide ShareSoc with an accurate name and functioning email address, and that you do not unsubscribe from email communications.
Members must adhere to any membership rules and / or byelaws issued by ShareSoc and / or SIGnet from time to time.

VAT

ShareSoc applies standard rate UK Valued Added Tax (“VAT”) on certain services including membership fees. Our VAT Registration Number is GB 109 9122 18. A VAT invoice can be supplied upon request.

Waiver of Liability

By using this website, you accept that ShareSoc will not be liable in respect of any damage, expense or loss whether direct, indirect or consequential that you may suffer arising out the use of, or reliance on, any information on this website or otherwise supplied by ShareSoc or SIGnet.

Competitions

Additional terms and conditions apply to competitions and prize draws promoted by ShareSoc – refer to https://www.sharesoc.org/legal/competition-terms/

Jurisdiction and Amendments

These terms and conditions will be governed by and construed in accordance with English law. The courts of England and Wales will have sole jurisdiction over any disputes that may arise from use of this web site or from membership of ShareSoc. These terms and conditions may be varied at any time at the discretion of ShareSoc.

Last Revised 24/03/2022

Group description:	SIGnet Taunton is a new group with around 10 keen members at present, with a range of investment styles and experience. We welcome new members.
Meeting Type/Venue:	In person meetings at a golf club near to the centre of Taunton.
Meeting Frequency/Timing:	We meet on the first Monday of every month at a golf club near to the centre of Taunton, 11am until 3pm with a lunch break.

Group description:	An online group for those who are new to investing, or have only been investing for a few years. Including topics such as: – What is a share or a bond, why and how to buy them. – Comparing funds, unit trusts, Investment trusts and exchange traded funds. – Portfolio management and diversification. – ISAs, pensions, SIPPS and how to save tax. – How terms such as PE ratio and dividend yield are used to value a share. – How to use technical analysis or charting.
Meeting Type/Venue:	Online using Zoom.
Meeting Frequency/Timing:	Meetings are usually held on the last Monday of the month at 7:00pm.

Group description:	An online group for those who already have some experience in investing. Covering topics such as finding companies to invest in, financial statements and ratios, valuation / margin of safety, analysis of companies and investment trusts and exchange traded funds.
Meeting Type/Venue:	Online using Zoom.
Meeting Frequency/Timing:	Meetings are usually held on the last Wednesday of the month at 7:00pm.

Group description:	The Equity Income Group welcomes investors of all levels of experience, from beginners to advanced. The focus of meetings is on dividend paying Investment Trusts, though there is also discussion around individual shares.
Meeting Type/Venue:	Meetings are held online.
Meeting Frequency/Timing:	Meetings are held every 6 weeks on a weekday between 7 and 8:30pm.

Group description:	The Group welcomes investors of all levels of experience, from beginners to advanced. The focus of meetings is on all types of income generating financial instruments, from stocks through Trusts and Funds and ETFs to retail bonds. Meetings involve presentations from members, who are also expected to lead discussions from time to time, as well as discussions on what has been bought and sold since the last meeting.
Meeting Type/Venue:	Meetings are in-person in a venue in Central London.
Meeting Frequency/Timing:	Meetings are usually held on the last Thursday of every other month, starting with an informal lunch around 1pm followed by discussions until around 5pm.

Group description:	A welcoming group open to all types of investors. Typical meeting content is to have a deep dive presentation on a topic selected by the participants and a session on buy/ sell/ key lessons learnt last month.
Meeting Type/Venue:	In person at a friendly pub close to Piccadilly Circus
Meeting Frequency/Timing:	Monthly during the evening on the first Wednesday of the month.

Group description:	Our group is a broad church that contains investors of varying experience. Our members’ backgrounds are diverse and include corporate banking, engineering, teaching and the leisure industry. We generally pick a discussion topic for every meeting, e.g. housebuilders or the defence industry, and members are invited to research and discuss different aspects or companies within that industry. We also discuss stocks and investment trusts that we have bought, sold or are interested in and the reasons behind our decisions, and try to make sense of the ever changing investment environment. Discussions are robust and challenging but we are a friendly and approachable group who welcome investors of all levels – we just ask that you contribute, at whatever level you can.
Meeting Type/Venue:	Our meetings are held in a private room at a nice pub near to South Ealing tube station (Piccadilly Line), not far from Ealing Broadway (District, Central and Elizabeth Line).
Meeting Frequency/Timing:	We meet every 2 months, usually on a Wednesday morning at 11am.

Group description:	All levels of experience welcome. A typical meeting agenda includes: – Macro Environment – Trades: Members review existing positions and identify securities with promising TA entry patterns or setups and with suitable risk/reward. Any security, long, short, futures, options may be considered. The convener takes actual positions in trades and maintains his own detailed ledger, accurately measuring performance of individual securities and cumulative activity. Members are notified by e-mail prior to the entries or exits that are decided upon. Following each meeting an updated copy of the ledger is circulated together with the next meeting agenda. Members may wish to maintain similar ledgers of their own but there is no obligation to do so. – Technical Analysis: Techniques and systems used in trades. Members can request discussion of particular aspects of TA.
Meeting Type/Venue:	Online via Zoom
Meeting Frequency/Timing:	The first Tuesday of every month from 7 to 9pm

Group description:	Open to all investors / people with an interest in investing. Typical meeting will involve members talking about recent purchases, successes, failures and possible future purchases. Also with occasional visiting speakers or members making presentations on a topic of interest.
Meeting Type/Venue:	We aim to meet on the last Tuesday of each month in a private room at a pub in Playhatch. Start time 7pm with members encouraged to meet up around 6pm for a bite to eat / drink before hand, if their diaries allow.
Meeting Frequency/Timing:	7pm on the last Tuesday of the month. Meetings likely to last about two hours but with informal ‘overspill’ before / after.