Rules

  1. WHAT IS For Advisors Only AND WHO RUNS IT?

    For Advisors Only is an electronic (web server and E-mail based) discussion list that allows professionals in the financial services and specifically insurance agents and brokers from around the country to carry on discussions -- amongst themselves --- of pertinent issues.

    At the present time, there is no cost to participate on the FOR ADVISORS ONLY list and anyone connected with insurance, mutual fund or securities brokerage and the giving of financial advice is invited to join in the spirit of more open and effective dialogue within the industry.

    The FOR ADVISORS ONLY list is hosted by Lawrence Ian Geller. Mr. Geller can be reached at geller@geller-insurance.com The phone number for For Advisors Only is (905) 854-4114 and the fax line is (905) 854-3939.


  2. HOW DO I SUBSCRIBE TO THE FOR ADVISORS ONLY LIST?

    Submissions to FOR ADVISORS ONLY are automatically posted and redistributed to all members. Membership is available by enrolling on our welcome page (click here) or by sending an E-mail to geller@geller-insurance.com and including the following message in the message text area:
    join fao, and your full name and an initial password for access to list posting and choices..


  3. HOW DO I UNSUBSCRIBE FROM THE FOR ADVISORS ONLY LIST?

    To "unsubscribe" from FOR ADVISORS ONLY and remove your E-mail address from the distribution list, just click on the button labelled LEAVE (Unsubscribe) on the general menu page or send an E-mail to geller@geller-insurance.com and include the following message in the message text area:
    leave fao

  4. HOW DO I POST A MESSAGE TO FOR ADVISORS ONLY?

    Click on the button labelled View List and then Create a New Message on the general menu page (http://www.foradvisorsonly.com/).
    Please remember that this is a professional forum. Be sure to SIGN every message you post.

    4(a). E-MAIL FILE ATTACHMENTS ... A "NO-NO."

    DO NOT send file attachments along with ANY POSTING TO THE LIST. There are many reasons for this "rule", most to do with the transfer of viruses and malicious applications, suffice it to say, just don't. Besides, many list members will automatically delete your message as soon as they see there is a file attachment connected to it. Instead, use the copy and paste features of your browser/word processor.


  5. HOW DO I SET For Advisors Only's DIGEST FEATURE? (Also known as, "I'm getting too much E-mail! What can I do?)

    Since FOR ADVISORS ONLY can be a be a fairly high volume list at times, some members may want to consider setting the digest or index features. These features cause all E-mail in a given day to be automatically compiled into one single message, either comprised of an index of all messages for that day (index) or a full copy of all messages for that day complete with a table of contents (digest). This feature can be "turned on" from the Your Settings button on the general menu page and changing your Status.
    Once you have set the digest feature, if you want to go back to receiving FOR ADVISORS ONLY on a non-digested, or message by message basis, just change the settings to "receive messages as they are contributed" from the Your Settings button on the general menu page.


  6. ACCEPTABLE USE GUIDELINES

    All E-mail sent to the FOR ADVISORS ONLY list (i.e., postings) must comply with the following set of acceptable use guidelines. Users who violate the acceptable use guidelines risk permanent expulsion from the list: All postings to www.foradvisorsonly.com are the responsibility of the poster. No postings to www.foradvisorsonly.com are moderated or edited, in any way, prior to dissemination.

    Submitted materials must not be copyrighted unless all necessary recognition of the source and author is made, as permitted;

    Submissions must be (at least remotely) related to the purposes of the list as outlined in Section 7, below;

    Basic rules of E-mail etiquette are expected; e.g., anonymous submissions, character assassination, profanity and discussions regarding politics, religion or sexuality and sexual preference are strictly prohibited unless directly related to the purposes of the list, as outlined below;

    Nothing communicated in this forum should be construed as legal advice, regardless of the source.

    Nothing communicated in this forum should be construed as computer or technical advice, regardless of the source.

    Nothing communicated in this forum should be construed as insurance or financial planning advice, regardless of the source.

    Users should refrain from posting commercial solicitations to the list. IF you are uncertain whether a post is "commercial" or not, simply send a preview of your message to geller@geller-insurance.com and ask for approval to submit your posting.


  7. WHAT KINDS OF TOPICS ARE DISCUSSED ON FOR ADVISORS ONLY?

    Possible topics for discussion on FOR ADVISORS ONLY might include any of the following:
    For Advisors Only is an online forum for professional insurance agents, financial advisors, mutual fund representatives and securities brokers from across Canada, to be used to carry on non-partisan discussions -- amongst themselves -- of issues relating to the regulation of their professional activities, compliance and governance issues, as well as other topics of interest. However, it is expected that the list will most frequently be used by participants to post questions --- and receive answers from others in their own profession and from regulators. As examples, "Here's my situation, what would you do?" Or, "Does anybody know anything about.....?" Or, "Is it true that?" Or, Have I interpreted ______ correctly?"


  8. HOW DO I OBTAIN MORE INFORMATION ABOUT FOR ADVISORS ONLY?

    In addition to the mailing list service, FOR ADVISORS ONLY also has a World Wide Web site at the following address:
    http://www.foradvisorsonly.com
    All messages sent to FOR ADVISORS ONLY are automatically indexed and archived on the World Wide Web at the address http://www.foradvisorsonly.com
    The archive provides, on a monthly basis, a complete compendium of all FOR ADVISORS ONLY messages that have ever been sent.
    If you have any further questions about FOR ADVISORS ONLY or the ancillary World Wide Web services, please contact geller@geller-insurance.com .


  9. LEGAL DISCLAIMER

    Lawrence Geller, host of FOR ADVISORS ONLY makes no representations whatsoever about the accuracy or validity of any information that appears on this discussion list. The FOR ADVISORS ONLY mailing list service is provided gratuitously and, accordingly, neither Lawrence Geller nor any of his employees, contractors or affiliates shall be liable under any theory or damages suffered by any subscriber to this service.
  10. This list serve and its contents are provided as an information service and may include items written by, posted by, or reported from other sources. We do not warrant its accuracy.

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