UKIC Fall 2014 Security Purchase Agreement

1. SECURITY PURCHASE AGREEMENT
UNIVERSITY OF KENTUCKY INVESTMENT CLUB
The Wildcat Investors
123 ASTeCC Building
University of Kentucky
The following document allows UK Investment Club guests, members, and leadership to
purchase securities for the club mock portfolio on Morningstar.com. All securities are purely
digital, no legal tender is required to participate, and there is no exchange of capital at any point
in this process.
Investor Name (Printed): ____________________________________
Academic Term: _______________________
Please “X” the box for your position within the organization. The amount allotted to you will
depend on your position within the Wildcat Investors.
Position Title Position Descriptions Amount Available “X” Your Position
Officer
Elected Officer of the UK
Investment Club
$100,000.00
Analyst
Analyst of the UK Investment
Club
$75,000.00
Member
35% attendance or greater in one
of the previous 2 semesters
$50,000.00
Guest No requirements necessary $25,000.00
The University of Kentucky Investment Club, AKA The Wildcat Investors 1

2. SECURITY PURCHASE AGREEMENT
Use this chart to select what you would like to invest in. Our fund allows you to invest in Mutual
Funds, ETFs, individual equities, and bonds. For simplicity we do not allow derivatives of any
kind for this exercise. Trading is not allowed and all positions are finalized once this form is
turned in. Security Name is simply the name of what you would like to invest in. The Ticker is
the short name used in financial markets for the security. Because of pricing fluctuations, please
use portfolio weights instead of dollar values for your investments. Your weights should add up
to 100% and the final dollar value invested is relative to your position within the organization.
Security Name Ticker Position Weight
The UK Investment Club Fund is intended for educational and recreational use only. Upon no
point in the process are investors required to contribute legal tender or is legal tender distributed.
Please note that the UK Investment Club reserves the right to deny any investment of their
choosing. Investing in the fund is a privilege which may be revoked.
Sign and turn in this form at your own discretion to a member of the UK Investment Club
leadership.
Investor Signature: ___________________________ Date Signed: ________________
The University of Kentucky Investment Club, AKA The Wildcat Investors 2