Even before you organise your exploratory meeting, the very first thing to do is to buy The ProShare Investment Clubs Manual.
The Manual is essential for the successful formation and operation of an investment club.
It is a complete guide to setting up and running a club. Its contents have stood the test of time and are based on the experiences of clubs on both sides of the Atlantic. It is invaluable when setting your club up and will be very useful as a reference tool throughout your club's life.
No other publication or guide in the UK offers you the contents of this Manual. It contains details on:
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The preliminary discussions and inaugural meeting
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Draft club rules and constitution (also contained on disk)
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Choosing the club officials and what the jobs entail
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Setting the regular subscription
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Admitting new members and what to do when they leave
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Keeping club accounts and details of software to help
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Registering investments and dealing with stockbrokers
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Tax
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