The code of conduct of a safe harbor is that members do not solicit other members for investments or services. We ask all members, guests and speakers to respect this non-commercial tradition and refrain from giving even informal investment presentations or making solicitations of any kind. Exchanging business cards is entirely appropriate. All IPI members, both new and veterans, agree to preserve this safe harbor.
An important feature of the IPI Code of Conduct is that private investor members are polite and professional in their interaction with all members. This includes welcoming advisors or speakers into the community of learners and respecting their interest in receiving feedback on forum presentations or their RFI responses.
Investor Conversations on Memberlink® – The freedom to ask, and the assurance of an ivory snow reply – all within a confidential, private network – are the foundation of the safe harbor on Memberlink®. Use your judgment when criticizing an advisor or fellow member; no “flaming.” Never print out and / or forward dialogues to anyone other than your own family / family office. IPI is not responsible for the views expressed or any actions taken as a result of information shared on Memberlink®. IPI does not edit or otherwise perform due diligence on the responses. Please remember that a member’s opinion may be biased. IPI urges members to perform their own extensive due diligence.
The value of the IPI network and community is greatly enhanced by the participation of members. IPI hopes you will complete at least one IPI survey per year, and if possible, answer or ask a question online at least once a year.
To maintain the integrity of the membership, IPI asks all members to disclose affiliations annually. Please complete the following:
