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Club Management
Documents & Forms

Documents you may need to start your club:

Club Check List — A convenient check list of tasks you will want to perform as you start your club.

Sample Invitation Letter — Used to invite potential members to an organizational meeting.

Sample Meeting Agenda — A guide to keep your meeting running smoothly.

Sample Meeting Minutes — A look at the minutes of a typical club.

Sample Partnership Agreement — New investment clubs that join BetterInvesting typically adopt and use this General Partnership Agreement.

Operating Procedures — Describes everyday rules and regulations.

Club Membership Application — Use this form to complete and mail to BetterInvesting to process your membership.

Add A Member Form — Use this form to complete and mail to BetterInvesting to add new members to your club.

Club General Liability Insurance — This liability insurance is included with club membership.

Frequently Asked Questions — A list of common questions asked by investment clubs and their answers.
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