This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated...

15
UNOG Pre-Retirement Seminar Serving the People who Serve the World ® UNFCU October 2018 | www.unfcu.org Presented by Khalid Gherzeddine

Transcript of This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated...

Page 1: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

UNOG Pre-Retirement Seminar

Serving the People who Serve the World ®

UNFCU

October 2018 | www.unfcu.org

Presented by Khalid Gherzeddine

Page 2: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

2 UNFCU | serving the people who serve the world

DEDICATED TO SERVING THE UN COMMUNITY

UNFCU is a credit union…

The United Nations Federal Credit Union (UNFCU) was founded by thirteen UN staff

members in 1947.

A credit union is…

Not-for-profit

Member-owned cooperative

Exclusive to one type of clientele - the UN community.

UNFCU is…

US$ institution (except for multicurrency investments)

Based in the USA.

Page 3: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

3 UNFCU | serving the people who serve the world

THE UNFCU DIFFERENCE!

What makes UNFCU unique

We understand the UN community

We are a global institution serving members around the world

We offer full-service digital banking

We provide a full array of financial services

We offer low or no fees, and competitive rates

We provide a consistently high level of service

Our relationship with members is based on mutual trust

Once a member; always a member.

Page 4: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

4 UNFCU | serving the people who serve the world

UNFCU membership WHO IS ELIGIBLE

UN and affiliated agencies’ staff members

UN and affiliated agencies’ retirees

UN Consultants and Volunteers

Close family members (spouse, parents, siblings, children, grandchildren)

Individuals who reside in and share financial responsibility of a household with a UNFCU

member.

Page 5: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

5 UNFCU | serving the people who serve the world

A GLOBAL INSTITUTION

UNFCU facts and figures

Serving over 132,000 members worldwide

Administer close to US$ 4.5 billion in deposits

Handle more than US$ 2.6 billion in loans

Located in Entebbe, Geneva, Nairobi, New York, Rome, Vienna and Washington DC

Governed by a volunteer Board of Directors comprised of current and retired UN staff

members

500 UNFCU staff members working for you.

Page 6: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

6 UNFCU | serving the people who serve the world

TOTAL INDIVIDUAL MEMBERS: 132,303 (as of February 2018)

Membership map

37.76%

3.52%

1.02%

5.88%

2.76%

22.26%

24.34%

2.38%

Page 7: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

7 UNFCU | serving the people who serve the world

LOOKING AFTER YOUR FINANCIAL INTERESTS

Safety and soundness

We practice prudent and responsible investment and lending strategies

• Well-capitalized designation by regulator (NCUA)

• We meet members’ borrowing needs without compromising asset quality

Independently and annually audited

Ongoing monitoring against fraud

Operating with complete transparency

Your accounts insured by a US government agency (NCUSIF) for up to US$ 250,000.

Page 8: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

8 UNFCU | serving the people who serve the world

Financial options for every need

‘Savings’ and ‘checking’ accounts with no maintenance fees

Certificates of deposit

High-yield Savings: Money Market

‘Start Smart’ accounts for children and grandchildren

Investment options

Wide range of consumer loans

Visa® debit and credit cards.

Page 9: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

9 UNFCU | serving the people who serve the world

OFFERING A WIDE RANGE OF SERVICES AND PRODUCTS

Financial planning and investment services

Accredited financial advisors with extensive international experience offering to UN staff,

consultants and other eligible members:

Financial solutions for all stages of life

Complimentary consultations

Retirement planning

Financial planning

Wealth management.

Page 10: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

10 UNFCU | serving the people who serve the world

FOR ALL YOUR NEEDS

UNFCU loans

Loans up to $225,000

All types of contracts

Available for retirees

Quick feedback.

Different options, including…

Education loan

Auto loan

Home improvement loan

Savings or Share Certificate secured loan.

Page 11: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

11 UNFCU | serving the people who serve the world

INTERNATIONAL PAYMENT TOOLS

UNFCU Visa® credit cards

No foreign transaction fee with Elite card purchases

Free access to airport VIP lounges with Elite card

Automatic payments through Mobile or Internet Banking to avoid late charges

World-class travel rewards and benefits.

Page 12: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

12 UNFCU | serving the people who serve the world

UNFCU website

Page 13: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

13 UNFCU | serving the people who serve the world

Contact UNFCU

Internet and mobile banking www.unfcu.org

Call us - 24 hrs 7 days

Toll-free from Switzerland 0800 897 860

Toll-free from France 0800 902 637

or at +1 347 686 6000

WebChat - 24 hrs 7 days

Geneva Email [email protected]

NY Call Center Email [email protected]

Audio Skype unfcu.skype

In writing

United Nations Federal Credit Union

Court Square Place, 24-01 44th Road

Long Island City, NY 11101, USA

Page 14: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

14 UNFCU | serving the people who serve the world

Come visit us

Palais des Nations

Building E (UNCTAD)

Level 2 (next to Door 41)

8 – 14 Avenue de la Paix

Geneva, Switzerland

ILO / BIT

Level R2 (next to post office)

4 Route des Morillons

Geneva, Switzerland

MEET OUR FRIENDLY AND PROFESSIONAL GENEVA REPRESENTATIVES

Page 15: This is a title - learning.unog.ch · UNFCU membership WHO IS ELIGIBLE UN and affiliated agencies’ staff members UN and affiliated agencies’ retirees UN Consultants and Volunteers

15 UNFCU | serving the people who serve the world

Thank you!