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Practices and Patterns of Informal Investors

Appendix C: National Panel Description and Invitation

Invitation to Be Part of a National Panel of Informal Investors

Would you be willing to be part of a national panel of informal investors in Canada? As a member of this panel, your views, experiences and opinions would be used as input to the formation of public policies and tax policies re: investing in Canadian business. You would also have the opportunity to receive summaries of research done by us on informal investors such as yourselves. We envisage that your role in such a panel would be threefold:

1. you might be asked to join a discussion group such as this one – no more than once per year,
2. you might be asked to fill out a short questionnaire – probably once per year, and
3. you might be occasionally asked to participate in a short telephone or e-mail interview on an as needed basis on a specific topic.

We would summarize the information obtained from the panel and report upon it to Industry Canada for input into policy development. You may, of course, resign from the panel at any time and we would keep your name and contact information confidential to be used only by us in the ways described above. If you are willing to be part of our National Panel of Investors, would you please check the box below and give us your coordinates and contact information.

1. I would be willing to be part of a National Panel of Investors:
    Yes    No
   
   I can be reached at the address below:
   
   Name:
   Phone:
   Fax:
   E-mail:
   Address:
   
   
   
2. I would like to receive a summary copy of the research results gathered from the National Panel of Investors:  Yes    No
   
   Name:
   Phone:
   Fax:
   E-mail:
   Address:

We thank you for the opportunity to learn about your ideas, views and experiences and look forward to working with you in the future. A sincere 'Thank You' from the research team!

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