“We now have rolling applications. Apply when you are ready!”
17 Chestnut St.
Portland, Maine 04101.
For Investors (club members):
Documents for New Investment Clubs:
Please Read: The materials available at this web site are for informational purposes only and not for the purpose of providing legal advice. You should contact an attorney to obtain advice with respect to laws in your state relating to the extension of credit and securities regulation.
- SEC Guidelines for Investment Clubs
- Sample Operating Agreement (pdf) (MS Word)
- Sample Loan Criteria (pdf) (MS Word)
- Sample Loan Application (pdf) (MS Word)
- Sample Promissory Note (pdf) (MS Word)
To learn about setting up an investment club contact Linzee Weld