THOSE ON THE LIST --ACTION REQUIRED IF YOU ARE INTERESTED IN NDB!!
Our representative in negotiating this deal with NDB is John Cullen.
His phone number is 800-888-3999 X 5243. Email jcullen@ndb.com
He has guaranteed 5 free trades per account so far at this point. That means about $75
in free online trades to us. I told him I would put it to the group and we would see.
Personally, I think that is too low of an offer for what we are bringing them. He did say
once we get more info to him as to the actual amount of the accounts and the dollar
values we are talking about he can plead our case to upper management to see what
else they can do for us. I don't have John's direct e-mail address yet but I will Friday.
When I get it, or if you prefer phone the above number, we individually have to contact
him and tell him the following information.
1) Your name
2) Tell him you are part of the Silicon Investors group looking to move your
account/accounts to NDB.
3) Tell him how many and what type of accounts you are looking to move and a rough
dollar amount.
4) Request an application at this time (to expediate the process if we decide to go with
NDB)
5) Tell him what you feel would be a fair incentive for us to all move to NDB. (This is
just my opinion, but if we don't ask we won't get it- as they see a ton of money
between all of us coming to them or not, they will loosen up, in my opinion)
I don't want to handle your personal financial information and you should not want to
give it to anyone on the internet. That is why we are giving the info direct to John and
let him calculate it and see what else he can do for us.
Lurkers, not on the list, if you want to move your account to NDB, you can follow the
same method and get the same deal that we negotiate.
The more accounts and the more dollars in those accounts the better deal we will get, I
feel.
I propose after everyone has had a chance to get the info to John, probably Wed. of
next week, I can contact him again and he can tell me what they can do for us and at
that point I'll bring their response back here to SI, we can vote on it, if we choose to
accept the offer, we fill out the applications and process them according to the deal
they will give each and every one of us. |
