ACCRA ACADEMY 90/92 YEAR GROUP
INVESTMENT CLUB

MEMBERSHIP APPLICATION AND PARTICIPATION AGREEMENT FORM

Please complete all sections accurately. All information is treated with strict confidentiality.

Fields marked * are required.

SECTION A: PERSONAL INFORMATION

Duplicate entries will be rejected

Duplicate entries will be rejected

Duplicate entries will be rejected

Duplicate entries will be rejected

SECTION B: NEXT OF KIN / BENEFICIARY DETAILS
Please name your Primary and (optionally) Secondary Beneficiary. Total percentage allocation must equal 100%.
Secondary Beneficiary — Optional
SECTION C: CONTRIBUTION DETAILS
SECTION D: MEMBER DECLARATIONS
By submitting this form, you declare that:
  1. The information provided is true and correct.
  2. You have read and agree to be bound by the Rules and Governance Framework of the Club.
  3. You understand that investments involve risks and returns are not guaranteed.
  4. You acknowledge membership is intended for long-term wealth creation and retirement preparedness.
  5. You understand withdrawal restrictions before completion of five (5) years and applicable early withdrawal charges.
  6. You agree to comply with all contribution requirements and lawful directives of the Club.
  7. You understand delayed contributions may result in fewer investment units based on prevailing NAV.
  8. You authorise the Club to maintain records relating to your membership and investments.
  9. You agree to maintain confidentiality of Club information and affairs.
  10. All funds contributed are derived from lawful sources.
SECTION E: SOURCE OF FUNDS DECLARATION
I confirm that my contributions are derived from lawful sources and do not originate from any illegal activity.
SECTION F: DATA PROTECTION CONSENT
I consent to the collection, storage, processing, and use of my personal information by the Club solely for purposes relating to membership administration, investment management, regulatory compliance, communication, and beneficiary administration.
SECTION G: APPLICANT CONFIRMATION
By typing your full name below you are providing your electronic signature and confirming the accuracy of all information submitted.
SECTION I: FOR OFFICIAL USE ONLY
To be completed by Club officials only.