Prospective members and access to bivio
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Prospective members and access to bivio Is it recommended to give prospective members access to our bivio site - before they join? Thanks, Hi Maureen,
In nearly 9 years, we've never had a reason to permit prospective members to view our personal information, or our books. And we've never had anyone ask. We do provide them with a Portfolio Management report and a Valuation Statement at the meetings. And those seems to be sufficient. I don't think it would hurt if they were privy to that information. But frankly, I think we overwhem them with all the other stuff we give them.
Lynn Ostrem
Crow River Investment Club
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