Investment Clubs Manual005 - CONTENTS PAGE FOR EWOR D This...

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Unformatted text preview: CONTENTS PAGE FOR EWOR D This Manual About investment clubs PART ON E: SETTING UP AN INVESTMENT CLUB 1 What is an investment club? I Some important questions and their answers 5 STARTING A CLUB 9 Naming the club 9 The first informal get-together 9 Joining an existing investment club 12 The unit valuation system 12 The first (inaugural) meeting 14 Regular meetings 16 The constitution 18 Declaration of Trust 23 Rules of the club 26 New members agreement 32 Variation of proposed rules 33 PART TWO: RUNNING A CLUB 36 Investment clubs and the law 36 Stockbroking services 38 The first share purchases 38 Registration of securities 40 Banking/building society facilities 42 Trading units within the club 44 The periodic sell-out 45 October 2008 ProShare Investment Club THE MANUAL ...
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