Investment Club Application - Better Investing

Transcription

Investment ClubApplicationClub Dues ( 52/Year Per Club) Include: General liability insurance covering loss resultingfrom damage to property of others or bodily injuryto others. One-year free subscription to myICLUB.com, theaccounting and club management platform of choicefor the majority of U.S. investment clubs. The Investment Club Operations Handbook( 25 value). Valuable support and education from your localChapter. Reduced-rate for Fidelity Bond Insurance, whichcovers theft of club funds. Mentoring from a stock investment club expert.All Club Members ( 45/Year Per Member) Receive: Special BetterInvesting membership pricing for clubmembers. Access to educational videos in the Video LearningLibrary. Subscription to BetterInvesting Magazine (available inprint, online and in app). Member-exclusive BetterInvesting Weeklye-newsletter delivered to your inbox. Members-only access to First Cut Stock Reports,Most Active Stocks, stocks to study and stock ideas. Local chapter training and support. Money-saving, member-only discounts. Admission to live, online, member-only classes.How Is Your Club Selecting Stocks? Upgrade Club Memberships to Core or Plus to Receive: Access to online stock selection and analysis tools featuring the well-known and extremely effective StockSelection Guide (SSG ). The online SSG is the foundation of the BetterInvesting stock selection approach. The SSG cuts through theclutter and organizes essential information on a company’s performance in a highly visual, logical format. Empowers individual investors to determine for themselves whether a company’s stock reflects a qualitygrowth company, and whether the stock is selling at a reasonable price. Features a simple, intuitive interface making it easy to find, analyze and compare high-quality growth stocks. Powered by Morningstar stock data, includes up-to-date information on more than 8,000 stocks.Please email, mail or fax all pages of this completed form with your payment to:BetterInvesting, PO Box 220, Royal Oak, Michigan 48068 service@betterinvesting.org I Fax: 248-583-4880 Phone: 248-583-624211111 Code 260

Investment ClubApplicationCore Membership 45 57 102/YearPlus MembershipPer Club Core Member 45 75 120/YearPer Club Plus MemberClub Core Membership includes everything in a ClubMembership plus:Club Plus Membership includes everything in a Cluband Core Membership plus: Limited access to more than 80 educational videos inthe Video Learning Library. Full access to more than 100 educational videos inthe Video Learning Library. Use of CoreSSG , which presents the core conceptsand guidelines of the SSG methodology in an easy-touse, step-by-step format. Unlimited use of SSGPlus , a more powerful toolfor the experienced user of the SSG, featuring morereports, more stock screening options, ability to savemore stock studies and a faster workflow. Perfect for the novice investor or the investor who isnew to the SSG methodology. Easy-to-follow visual analysis for 12 data items onthe SSG graphs. Compare selected stocks against 25 key benchmarksusing the Online Stock Comparison Guide, CoreSCG. Easy-to-follow visual analysis for 19 data items onthe SSG graphs. Compare selected stocks against 46 key benchmarksusing the Online Stock Comparison Guide, SCGPlus. Access to the Ticker Heat Map displaying like-minded,community-created stock studies. Access to both CoreSSG and SSGPlus.New Club Contact InformationClub NameAddressContact PersonCityPhone NumberStateZip CodeEmailCheck enclosed made payable to BetterInvestingAmExDiscoverMastercardName on Credit CardExpiration DateVisaEnter the Total Amount Due From theWorksheet at the Bottom of Page 4: Credit Card #Zip CodeSecurity Code #(3 digit # found on the back of your CC, or 4 digit # on front if AmEx)Please email, mail or fax all pages of this completed form with your payment to:BetterInvesting, PO Box 220, Royal Oak, Michigan 48068 service@betterinvesting.org I Fax: 248-583-4880 Phone: 248-583-624221111 Code 260

Club Application Price WorksheetSelect a MembershipLevel BelowFull NameAddressCityZip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120StateZip CodeClub 45Core 102Plus 120StateZip CodeClub 45Core 102Plus 120StateEmailPhone NumberFull NameAddressCityStateEmailPhone NumberFull NameAddressCityStateEmailPhone NumberFull NameAddressCityEmailPhone NumberFull NameAddressCityEmailPhone NumberPlease email,mailor faxallorpagesofpagesthis completedform withyourpaymentto BetterInvesting.Pleaseemail,mailfax allof this completedformwithyour paymentto:BetterInvesting, PO Box 220, Royal Oak, Michigan 48068 service@betterinvesting.org I Fax: 248-583-4880 Phone: 248-583-624231111 Code 260

Select a MembershipLevel BelowClub Application Price WorksheetFull NameAddressCityStateZip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120 EmailPhone NumberFull NameAddressCityStateEmailPhone NumberFull NameAddressCityStateEmailPhone NumberFull NameAddressCityStateEmailPhone NumberPlease select either a Club, Core, orPlus Membership for all members ofyour club, including the club contact.Totals: Then total club dues and member dueson the right. This will be the amountyou enter on page 2.Member Level Total: Club Dues: 52Total Due: If you have additional club membersmembers, please use pages 5–8.Please email, mail or fax all pages of this completed form with your payment to:BetterInvesting, PO Box 220, Royal Oak, Michigan 48068 service@betterinvesting.org I Fax: 248-583-4880 Phone: 248-583-624241111 Code 260

Please use this worksheet page to add additional club members.Ensure that you include these members in the total calculation on page 4.Club Application Price Worksheet for Additional Club MembersSelect a MembershipLevel BelowFull NameAddressCityZip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120StateZip CodeClub 45Core 102Plus 120StateZip CodeClub 45Core 102Plus 120StateEmailPhone NumberFull NameAddressCityStateEmailPhone NumberFull NameAddressCityStateEmailPhone NumberFull NameAddressCityEmailPhone NumberFull NameAddressCityEmailPhone NumberPlease email, mail or fax all pages of this completed form with your payment to:BetterInvesting, PO Box 220, Royal Oak, Michigan 48068 service@betterinvesting.org I Fax: 248-583-4880 Phone: 248-583-624251111 Code 260

Please use this worksheet page to add additional club members.Ensure that you include these members in the total calculation on page 4.Club Application Price Worksheet for Additional Club MembersSelect a MembershipLevel BelowFull NameAddressCityZip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120StateZip CodeClub 45Core 102Plus 120StateZip CodeClub 45Core 102Plus 120StateEmailPhone NumberFull NameAddressCityStateEmailPhone NumberFull NameAddressCityStateEmailPhone NumberFull NameAddressCityEmailPhone NumberFull NameAddressCityEmailPhone NumberPlease email, mail or fax all pages of this completed form with your payment to:BetterInvesting, PO Box 220, Royal Oak, Michigan 48068 service@betterinvesting.org I Fax: 248-583-4880 Phone: 248-583-624261111 Code 260

Please use this worksheet page to add additional club members.Ensure that you include these members in the total calculation on page 4.Club Application Price Worksheet for Additional Club MembersSelect a MembershipLevel BelowFull NameAddressCityZip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120StateZip CodeClub 45Core 102Plus 120StateZip CodeClub 45Core 102Plus 120StateEmailPhone NumberFull NameAddressCityStateEmailPhone NumberFull NameAddressCityStateEmailPhone NumberFull NameAddressCityEmailPhone NumberFull NameAddressCityEmailPhone NumberPlease email, mail or fax all pages of this completed form with your payment to:BetterInvesting, PO Box 220, Royal Oak, Michigan 48068 service@betterinvesting.org I Fax: 248-583-4880 Phone: 248-583-624271111 Code 260

Please use this worksheet page to add additional club members.Ensure that you include these members in the total calculation on page 4.Club Application Price Worksheet for Additional Club MembersSelect a MembershipLevel BelowFull NameAddressCityZip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120Zip CodeClub 45Core 102Plus 120StateZip CodeClub 45Core 102Plus 120StateZip CodeClub 45Core 102Plus 120StateEmailPhone NumberFull NameAddressCityStateEmailPhone NumberFull NameAddressCityStateEmailPhone NumberFull NameAddressCityEmailPhone NumberFull NameAddressCityEmailPhone NumberPlease email, mail or fax all pages of this completed form with your payment to:BetterInvesting, PO Box 220, Royal Oak, Michigan 48068 service@betterinvesting.org I Fax: 248-583-4880 Phone: 248-583-624281111 Code 260

The Investment Club Operations Handbook ( 25 value). Reduced-rate for Fidelity Bond Insurance, which covers theft of club funds. One-year free subscription to myICLUB.com, the accounting and club management platform of choice for the majority of U.S. investment clubs. Valuable support and education from your local Chapter.