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Handbook:Appendix 2: Template application form

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Model Trust Application Form

For the terms and conditions of: a) Trust; and b) The Trust Loan Notes Issue, please contact our office at XXXXXX, or see our website at www.XXXX

Please complete only one form per person. Additional application forms may be obtained from the Trust’s office or the Website. Please note that it will take up to 4 weeks for us to process your application.

1. GENERAL DETAILS ABOUT YOURSELF

Surname _____________________First Name _________________ Mr/Mrs//Ms/Other _____

Address ___________________________________________________________________________ ___________________________________________________________________________ ____________________________________________________Postcode ______________

Contact Telephone Number: ____________________________________________________ E-mail ______________________________________________________________________

Please tick here if you do not wish for the Trust to give your information to other companies who may contact you with details of their products and services [ ]

2. MEMBERSHIP OF TRUST (Members must be 16 or over)

I wish to become a member of [registered trust name](trading as XXXX) in accordance with its Rules and enclose [fee], being the membership subscription until XXXX. Members must be aged 16 or over.

Signed______________________________________________ Date ___________________

I enclose the Membership fee: £

3. LOAN OF MONEY TO THE TRUST

I wish to lend money (multiples of £XXXX only) to the [registered Trust name] (trading as XXXX) in accordance with the terms and conditions contained in the Loan Capital Instrument Constituting Unsecured Loan Notes Issue (contact our office for details). You must be a Trust member and aged 18 or over to make a loan to the Trust.

I wish to loan the sum of: £

4. DONATION OF MONEY TO THE TRUST

I wish to make a donation to the [registered name of Trust] (trading as XXXXX) in accordance with the objects of the Trust (contained within its rules) as the Trust Board, in its sole discretion, shall see fit.

I wish to donate the sum of: £

I would like to make donations by standing order, please send me a form Yes/No

5. TOTAL

Please send this form to Registered Trust Office Address accompanied by a cheque made payable to [Trust trading name], for the total of the three amounts contained in sections 2, 3 and 4. Please enter total amount in the box.

Signed_________________________________ Date ___________

TOTAL £

6. DONATION OF EXISTING SHARES

I have ................ (number) of shares in XXXX Football Club and wish to donate................(number) of them to the registered Trust name (trading as XXXX).

Please attach a copy of your share certificate if you have one.

Signed_________________________________ Date ___________

I wish to donate: Shares

7. PROXY VOTING RIGHTS FOR EXISTING SHARES

I have ................ (number) of shares in XXXX Football Club and wish to give pro xy voting rights for them to the [registered Trust name Limited] or its nominee.


Signed_________________________________ Date ___________





Warning Statement

The loan fund is launched specifically for the purpose of raising money for the acquisition of part of the issued share capital of XXXX Football Club. Investing in a football club is a risky business and, accordingly, the Trust does not expect to generate sufficient funds to redeem loans with any degree of certainty. The terms of the loan fund provide repayment of the loans only in very limited circumstances. Therefore, anyone lending money to the Trust under the loan fund should be aware that they are unlikely to see repayment of their loan in the short or medium term, if at all. For these reasons do not lend money to the Trust that you cannot afford to lose. If you are in any doubt as to the terms and conditions of the Loan Fund, please consult a solicitor, accountant or other professional advisor.

Trust Use Only
Date Application Received
Membership number
Trust Share Certificate mailed
Club Share Transfer completed
Club Share Proxy completed