Stockbrokers for Investment Clubs Sep’25

Sky_Dragon

@johncalvert Thanks for the updates. As I said in my earlier posts, Gerry Perez says they have some informatioin they can email over, but I've been unable to get hold of it as the emails (in both directions) don't seem to be getting through.
In the absence of that, can you confirm you started the process via their online "Business/Organization" type application, as I may as well start the application even if it comes to nothing.

johncalvert

@Sky_Dragon That is how I started the application, so just have a go.

johncalvert

Thought we were there, but no.  Today's question: "Please provide details on the membership process including how new prospecting members become aware of the investment club and the specific criteria needed to be accepted as a member." We will keep trying.

findthetruth

johncalvert said:

Thought we were there, but no.  Today's question: "Please provide details on the membership process including how new prospecting members become aware of the investment club and the specific criteria needed to be accepted as a member." We will keep trying.

I have finished my application but so many of my answers were nonsense and I’m not sure they will accept the uploaded documents. You appear to be close……