Fundamental Buy Proposal Form Template

A buy proposal form must be filled in for any company to be eligible for consideration for the Fundamental Portfolio. All mandatory sections must be complete. This form can also be used for proposals for the Speculative Portfolio if desired.

Fundamental Buy Proposal Template

 

Speculative Buy Proposal Form Template

This is one page version of the buy proposal form intended for candidates for the Speculative Portfolio. It may not be used for the Fundamental Portfolio.

Speculative Buy Proposal Template

 

Monthly Report Template

Each company in the Fundamental Portfolio and, optionally, the Speculative Portfolio is assigned a 'champion'. The champion is responsible for monitoring the company and keeping the rest of the club aware of significant developments. This template should be used to produce a report to be distributed in advance of the monthly meeting.

Monthly Report Template

 

Form 185(new)

Copy of the Inland Revenue form 185(new) that clubs which have adopted the 'Standard Form of Agreement' need to fill in each year.

Form 185(new)

NB: You are advised to check with the Inland Revenue that this is the correct copy of the form before using it. The IR's Capital Gains Manual pages for Investment Clubs can be found here