Investors’ Network Member Guide

9 August 2022

Summary

The Stock Doctor Investors’ Network (SDIN) connects you to the Stock Doctor investment community through local face-to-face or online meeting groups. Exclusive to Stock Doctor members, the SDIN enables you to engage, post, comment, discuss, learn, support, and connect with other investors who share an interest in the stock market. At the same time, you benefit from exposure to differing levels of experience, expertise, interests, goals, and views of individual members.

The members define every SDIN group with the help of convenors to manage the administration of the group. The culture of each group is shaped by the members’ rules and enforced by convenors and implicitly by the discussions of its group members. Please abide by the rules of groups you participate in and not interfere with those you are not a member of.

All members must read and agree to the SDIN Member Agreement terms before joining or participating in a local group. The Member Guide summarises the SDIN Member Agreement key rules governing each group and applies to everyone on the SDIN. We, the admins, enforce these rules.

Stock Doctor and its local groups are only what we make of them together and can only exist if we operate by a shared set of rules. We ask that you abide by not just the letter of these rules but also the Lincoln spirit.

Rule 1

Remember, all group members are human. The SDIN is a place for creating community and belonging and not attacking marginalised or vulnerable groups of people. All Stock Doctor members’ have a right to be involved in the SDIN free of behaviour that could be defamatory, discriminatory, racial, harassment, bullying, or threatening. Groups and members that incite violence or promote hate based on identity or vulnerability will be permanently banned from the SDIN local groups.

Rule 2

Abide by group rules. Discuss and post authentic content into groups where you have a personal interest, remembering you’re responsible for your content. Do not deceive or engage in content manipulation (including spamming, market manipulation, ban evasion or fraud) or otherwise interfere with or disrupt the SDIN groups.

Rule 3

Respect the privacy of others. Instigating harassment, for example, by revealing someone’s personal or confidential information, is not allowed.

Rule 4

Do not use the SDIN to promote, advertise or solicitation purposes either through discussions or posts, Including offering any financial products or services for sale or issue.

Rule 5

Do not make posts or comments as a permitted licensed investment advisor or as a representative of a licensed advisor.

Rule 6

Ensure members have specific experiences on SDIN by properly labelling content and groups, particularly hyperlinks you post, personal opinions or content you may have a personal interest in.

Rule 7

Keep it legal, and avoid posting illegal content or soliciting or facilitating unlawful, misleading or prohibited content in discussions or posts. Your use of Third-Party Content is at your own responsibility and risk.

Rule 8

Don’t break the site or do anything that interferes with the normal use of the SDIN.

Rule 9

Members who do not attend –nor provide apologies via the group’s online forum– for three consecutive meetings will be presumed inactive and will be removed from the group to allow more members to join in their place.

Rule 10

Ensure that where Lincoln provide venue facilities to an SDIN group, that the minimum attendance of five members is met for three consecutive meetings. The minimum attendance policy must be met to remain eligible for venue facilities provided by Lincoln. This rule does not apply to Zoom groups.

Rule 11

Members who choose not to renew their Stock Doctor membership, but are still actively invested in the Lincoln Managed Funds, are entitled to remain in their current local group if they request to do so upon Stock Doctor membership cessation, and subject to convenor agreement. Please contact the SDIN Specialist for more information on this.

Rule 12

Enjoy yourself, your fellow group members, and most importantly, have fun!

Rule 13

Last but not least, report content or conduct related to a group that you are aware of and believe violates these rules or the SDIN Member Agreement. Contact the SDIN Specialist at investorsnetwork@lincolnindicators.com.au or by phone on 1300 676 333.

Enforcement

We have a variety of ways of enforcing our rules, including, but not limited to:

• Reminding you to check your behaviour;
• Temporary or permanent suspension of access to the SDIN;
• Removal of privileges from, or adding restrictions to, SDIN member or group;
• Adding restrictions to SDIN groups, such as no longer providing online facilities or venues;
• Removal of content;
• Banning of SDIN member or group;