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Guest Policies for Attending a Forum
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- No Solicitation
The InvestIN Forum maintains a strict no solicitation policy. Guests must not hand out business cards nor request business cards or contact details from our members or other guests.
- Types of Guests
There are two types of guests:
a. Potential Members; accredited investors only
b. Referral Sources; attorneys, corporate bankers, wealth managers, broker dealers and other professionals.
- Potential Members
Potential members must be accredited investors and may be invited by the forum management or by fully paid up members. Members that invite guests are requested to inform Barbara (barbara@theinvestinforum.com) of the full name of the guest prior to the event.
- Referral Sources
Referral Sources may be invited by the Forum management. Recommendations from members are well appreciated.
- Number of attendances as a Guest
a. A potential member may attend two forums as a guest. In order to continue participation the guest must apply to join, be accepted and be fully paid up.
b. Referral Sources may be invited by Forum management to attend more forums.
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