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Part I. How to form and run an investment club
- What is an investment club?
- How to form an investment club?
- How to run an investment club?
- How to conduct elections and form committees?
- How to keep book and financial records?
- How to compensate members when they leave?
Part II. A crash course in investing
- Basic principles of growing money
- Stocks and mutual funds
- How to select stocks
- How to select mutual funds
Part III. Useful addresses & phone numbers
- Securities firms
- Government agencies
- Mutual funds
- DRIP stocks
Appendix
Useful documents included
- Sample agenda for the first meeting
- Membership information
- Club philosophy questionnaire
- Members of the executive form
- Member information form
- Carrying out a name search
- Club registration details
- Bank account details
- Club partnership account
- Sample agenda for meetings
- Sample minutes
- Individual investment record form
- Investment summary form
How to get your kit?
The Kit will not be mass-produced but will be printed in small batches. As we reprint the kit from time to time, orders will be filled on a 'first come first served' basis. The
cost of the kit is $29.95 + $2.10 tax + $4.95 pp. = $37.00. To make sure you get a copy by the end of the month, please send us an e-mail at
contact@iac.ca.
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