Investors’ Network Member Guide

Investors’ Network member guide

The Stock Doctor Investors’ Network is exclusive to Stock Doctor members and connects you to like-minded investors through a combination of local group face-to-face meetings and online national discussions.

These guidelines will help you and your fellow members keep the Investors’ Network on track and true to its objectives. Enjoy the journey!

Access the Investors’ Network

The online Investors’ Network gives you the opportunity to communicate with members in your local group, access meeting information and view minutes of other local groups.

You can also communicate with the broader Investors’ Network community through national discussions and tap into a wider range of views and knowledge. National discussions are divided into broad topic categories to help you find topics of interest.

National discussion online posts

Stock Doctor members can utilise the national discussions to discuss market trends, companies of interest, key announcements or to pose a question to the greater Stock Doctor community.

  • It is important to remember that you cannot give personal or financial product advice to other members. Discussing investments that may warrant further consideration is fine, but you can’t make personal investment recommendations
  • If participating in national discussions, add your post to the most relevant category. If you can’t find the category you are looking for please contact Lincoln’s Membership Services Team on 1300 676 333
  • Review the content of your posts for legal compliance (in accordance with our Terms and Conditions), spelling, accuracy and relevance before posting
  • Offensive or insulting posts will not be tolerated. Lincoln regularly monitors posts and will remove such posts. Feel free to flag any posts you find offensive. Repeat offenders will be contacted by Lincoln and will ultimately be banned from accessing the online Investors’ Network
  • We encourage you to share information and experiences, however please be careful not to push products to other members
  • Every member has a right to privacy. You cannot share personal information without the member’s prior permission

Meet with your local group

Stock Doctor members are encouraged to connect with other Stock Doctor members in their community by joining a local group.

  • You can find and join groups in your local area via the Investors’ Network tab in the member website or by contacting us
  • Meetings are held every month, except January, for approximately two hours
  • Local groups are limited to a maximum of 15 members. Partners are welcome to attend local group meetings as full Investors’ Network members
  • If there is sufficient demand in one area, multiple local groups can be formed
  • In more remote areas smaller local groups may be allowed. These will be considered on a case-by-case basis
  • Local groups have access to a private online local group page to stay in touch between meetings. When communicating online, members should refer to the national discussion guidelines outlined above
  • Your local group convenor is a volunteer who assists in ensuring compliance requirements are met. We thank you in advance for your ongoing support to ensure an effective and rewarding outcome for all
  • Local groups are encouraged to nominate at least one co-convenor to support the convenor and lead the local group when the convenor is unable to attend. Please advise Lincoln once a co-convenor has been nominated so that we may provide the necessary compliance training
  • If you’re interested in becoming a convenor of a local group in your area please contact Lincoln’s Membership Services Team on 1300 676 333
  • A guest can attend your local group a maximum of three times, however they cannot access the online Investors’ Network. For compliance reasons you must register your guest’s name prior to the meeting by emailing investorsnetwork@lincolnindicators.com.au or calling Lincoln’s Membership Services Team on 1300 676 333

Face-to-face meetings

  • You cannot under any circumstances give personal or financial product advice to local group members. Discussing investments that may warrant further consideration is fine, but you can’t make personal investment recommendations. This is not only to protect Lincoln’s interests, but also for your own benefit as failure to comply may lead to possible litigation in the future. Your convenor has been trained to identify personal advice and can provide guidance on what you can and cannot discuss
  • Please feel free to share your information and experiences, but refrain from pushing products or services to group members
  • Every member has a right to privacy. You cannot share personal information without the member’s prior permission
  • Good manners, courtesy and consideration are vital for successful meetings. Remember:
  1. Everyone has a contribution to make
  2. Don’t interrupt or distract members who are addressing the local group
  3. Great ideas can come from anyone regardless of background or experience
  4. All members are valued and respected for their contribution
  5. Arrive on time

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