Get Investment Club Application Form

Completing the Investment Club Application Form online is a crucial step in establishing your investment club. This guide provides detailed, step-by-step instructions to ensure that you fill out the form accurately and efficiently.

Follow the steps to successfully complete the application process.

1. Click the ‘Get Form’ button to access the Investment Club Application Form and open it in your preferred editor.
2. Begin with the 'Your Club Details' section. Fill in the name of your investment club, the club's address, and post code. Ensure that all details are accurate, as all payments and correspondence will be directed to this address.
3. Provide the names and titles of the chairperson, treasurer, and secretary. For each role, include the person's surname, forename(s), address, post code, and daytime telephone number.
4. In the 'Authorisation to Deal' section, include the names and signatures of two representatives who are authorized to give instructions regarding transactions. Ensure both representatives provide their signatures.
5. Complete the 'Banking Details' section if you plan to use a debit card for transactions. Specify the type of card, include the card number, security code, name on the card, and validity dates. Additionally, provide your bank's details, including the name, address, sort code, and account number.
6. Review the 'Documentation' requirements. You must gather and attach the completed application form signed by all club members, the club’s rules and constitution, and a certified copy of a bank or building society statement in the name of the club, as well as identification documents for all members.
7. In the 'Declaration' section, ensure all members confirm the accuracy of the information provided by signing. Each member must also confirm that they are 18 years of age or older and meet the residency requirements.
8. Final steps involve signatures and dates of all members in the 'Members’ Details and Signatures' section. Use an additional sheet if necessary for more members.
9. Once everything is completed, save your changes. You can then download, print, or share the form as required before returning it, along with the necessary documentation, to Jarvis Investment Management.

Start completing your Investment Club Application Form online today for a smooth application process.