The University of Kentucky Investment Club, AKA The Wildcat Investors 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

OfficerElected Officer of the UK Investment Club

$100,000.00

AnalystAnalyst of the UK Investment Club

$75,000.00

Member35% 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 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: ________________