"New Member Application Form - Crow River Investment Club"

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Crow River Investment Club – New Member Application
Personal Information
Name
Name of Spouse
Home Address
City/State/Zip
Home Telephone
Best hours to call
Current Employer
City of Employer
OK to call @ work? Work Telephone
Email Address
Emergency Contact
Emergency Telephone
Club Requirements
By joining our club, you will be expected to meet certain requirements, some of which are listed here:
Meet the entry requirements of the club;
Attend and participate at a vast majority of the meetings;
Be financially able to contribute the required minimum dues each month in a timely manner;
Have at least 4 hours per month to spend on club activities (reading, researching, meeting w/others);
Purchase your own copy of the stock analysis software;
Have a computer that meets the requirements of this software;
Have an online service with email.
Have you read the Prospectus and will you be able to meet these requirements?
Yes
No
Club Interest
How did you hear about our club? _____________________________________________________________________
Have you been a member of an investment club in the past?
Yes
No
Are you currently a member of another club?
Yes
No
If yes, why are you looking to join a different club? _______________________________________________________
Are you currently investing in stocks or mutual funds?
Yes
No
Club Participation
Will the time, day or location of the meeting interfere with any other commitments you have?
Yes
No
Do your travel either for work or for extended periods of time for pleasure?
Yes
No
If yes to either, explain the frequency: _________________________________________________________________
Are you willing to share in the responsibility of club matters by taking a position on the board or
administrative team?
Yes
No
Are you willing to share the responsibility of managing our portfolio by following at least one company?
Yes
No
Check any special talents you possess that may contribute to the club:
Public Speaking;
Educator/Trainer;
Web Design/Graphic Arts;
Computers;
Public Relations;
Other: _________________
Are you willing to go along with a majority vote regarding a club decision, even if you voted against it?
Yes
No
Will you be able to handle some fluctuation in the profits of the portfolio due to market conditions?
Yes
No
Do you understand and agree with our long-term buy-and-hold philosophy?
Yes
No
Computer Experience:
What is your level of computer experience?
Know how to turn it on
Comfortable
Advanced
Will you need some additional help from us with your email program?
Yes
No
By signing this application, I state that I am aware of and meet all the Club Requirements. If not, I understand that I
cannot officially join the club until all requirements are met. Applicant___________________________Date________
“Be Creative! Don’t Steal”
Crow River Investment Club – New Member Application
Personal Information
Name
Name of Spouse
Home Address
City/State/Zip
Home Telephone
Best hours to call
Current Employer
City of Employer
OK to call @ work? Work Telephone
Email Address
Emergency Contact
Emergency Telephone
Club Requirements
By joining our club, you will be expected to meet certain requirements, some of which are listed here:
Meet the entry requirements of the club;
Attend and participate at a vast majority of the meetings;
Be financially able to contribute the required minimum dues each month in a timely manner;
Have at least 4 hours per month to spend on club activities (reading, researching, meeting w/others);
Purchase your own copy of the stock analysis software;
Have a computer that meets the requirements of this software;
Have an online service with email.
Have you read the Prospectus and will you be able to meet these requirements?
Yes
No
Club Interest
How did you hear about our club? _____________________________________________________________________
Have you been a member of an investment club in the past?
Yes
No
Are you currently a member of another club?
Yes
No
If yes, why are you looking to join a different club? _______________________________________________________
Are you currently investing in stocks or mutual funds?
Yes
No
Club Participation
Will the time, day or location of the meeting interfere with any other commitments you have?
Yes
No
Do your travel either for work or for extended periods of time for pleasure?
Yes
No
If yes to either, explain the frequency: _________________________________________________________________
Are you willing to share in the responsibility of club matters by taking a position on the board or
administrative team?
Yes
No
Are you willing to share the responsibility of managing our portfolio by following at least one company?
Yes
No
Check any special talents you possess that may contribute to the club:
Public Speaking;
Educator/Trainer;
Web Design/Graphic Arts;
Computers;
Public Relations;
Other: _________________
Are you willing to go along with a majority vote regarding a club decision, even if you voted against it?
Yes
No
Will you be able to handle some fluctuation in the profits of the portfolio due to market conditions?
Yes
No
Do you understand and agree with our long-term buy-and-hold philosophy?
Yes
No
Computer Experience:
What is your level of computer experience?
Know how to turn it on
Comfortable
Advanced
Will you need some additional help from us with your email program?
Yes
No
By signing this application, I state that I am aware of and meet all the Club Requirements. If not, I understand that I
cannot officially join the club until all requirements are met. Applicant___________________________Date________
“Be Creative! Don’t Steal”