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Investment booklet Issued 1 October 2014 The information in this document forms part of the Product Disclosure Statement for Club Plus Super Industry and Personal Division dated 1 October 2014. A
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How to fill out investment booklet - club:

01
Start by gathering all the necessary information about the investment club, such as its name, purpose, and contact details.
02
Fill out the basic information section, including the club's mission statement, goals, and objectives. Be concise and clear in describing what the club aims to achieve.
03
Provide details about the club's membership, including eligibility criteria, membership fees or contributions, and any specific requirements.
04
Include a section on investment strategy, where you outline the club's approach to investing, such as long-term goals, risk tolerance, and desired asset allocation.
05
Specify the investment procedures and decision-making process, including how investment ideas are generated, evaluated, and executed within the club.
06
Discuss the roles and responsibilities of club members, such as the president, treasurer, secretary, and other positions within the club's organizational structure.
07
Provide instructions on how to conduct meetings, including the frequency, agenda, and decision-making protocols.
08
Prepare a section on financial reporting and record-keeping, detailing how the club's financial statements will be prepared, audited, and shared with members.
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Explain any additional club activities, such as educational programs, guest speakers, or investment research resources that members can utilize.
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Finally, include any necessary disclaimers or legal notices to ensure compliance with applicable laws and regulations.

Who needs investment booklet - club:

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Individual investors interested in joining or starting an investment club can benefit from the investment booklet - club. It provides a comprehensive guide on how to set up and manage an investment club effectively.
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Existing investment clubs looking to update their bylaws, operating procedures, or investor presentation can also find the investment booklet - club useful.
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Financial professionals, such as investment advisors or consultants, who work with investment clubs or provide guidance to individuals interested in forming one, can use the investment booklet - club as a resource to assist their clients.
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Investment booklet - club is a document that provides information about the investments made by a club or group of investors.
Any club or group of investors who have made investments are required to file investment booklet - club.
Investment booklet - club can be filled out by providing details of all investments made by the club including the amount, date, and purpose of the investment.
The purpose of investment booklet - club is to keep track of all investments made by the club and to maintain transparency and accountability.
The information that must be reported on investment booklet - club includes details of all investments made by the club, amount, date, purpose, and any returns or profits earned.
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