Investment Clubs
Investment Clubs are growing rapidly in number in the UK
This module guides you through the stages needed to set up and maintain a successful Investment Club
The PDF document takes you, step by step, through the whole process and covers:
Formulating your investment objectives.
Formulating the club’s Rules and Constitution.
Recruiting members.
The right mix of members.
Member duties.
The club’s legal formation and Tax status.
Electing Officers and their duties.
Conducting the meetings.
Keeping accounts.
How funds are received and used.
Researching investment opportunities.
Education.
Finding and working with your Stockbroker.
Banking and Auditing.
Risk and reward.
Along with many more sections designed to make the process as simple as possible with examples of all administrative forms and management and accounting systems.
Go to The Investment Vehicles Main Blog for more private investor information.
The Investment Club Training Module is currently under construction, please subscribe to receive the module in bite-sized stages.
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