Fidelity Investments



[pic]

MARKETING OPPORTUNITIES FOR PARTICIPATING FUND PARTNERS

Portfolio Manager Conference Calls

Many of our mutual fund partners host conference calls featuring their portfolio managers for the benefit of registered investment advisors. We are pleased to be able to post your portfolio manager conference calls on (Fidelity’s website for investment advisors). The process for announcing a conference call is to simply send the following required information to me via e-mail:

Conference call date and time, fund company name, portfolio manager name, name of the fund(s) managed, conference call phone number, conference call password (if applicable). Also, please provide a phone number and/or website address for the advisor to contact for additional information.

Please submit the required information to me via e-mail at james.rice@. I would also recommend calling me at 617.563.8075 to confirm that I received the information.

Investment Advisor Mailings

No-transaction-fee (NTF) fund partners are allowed the opportunity to "pass-through" a mailing to our investment advisor client base each year. The process for conducting a mailing is as follows:

1. Each NTF Fund company is allowed one mailing per year. These mailings can promote any subject the fund family chooses (i.e. company-specific funds, upcoming events, newsletters, websites, etc.). However, we request that the mailing be kept brief (no more than two pages long).

2. The mailing should include a reference within the salutation or the first paragraph to the fact that the funds are available on an NTF basis to clients of Fidelity Investments Institutional Brokerage Group.

3. The fund company coordinates the mailing directly with our external mailing vendor: DAP Associates in Beverly, MA. To schedule a mailing date and to determine quantities, please contact Priscilla Aucone at DAP Associates at (978) 524-8555. Her e-mail address is paucone@. Priscilla will ask for a sample of the piece to be mailed that, in turn, she will forward to Fidelity for approval. Also, please factor in sufficient lead-time for the mailing.

4. Fidelity will not edit the piece at all, since Fidelity does not assume legal review responsibility for the materials. It is the responsibility of the fund family to file the collateral with the appropriate regulatory agency. Fidelity merely will ensure that Fidelity is mentioned and that the mailing piece is of appropriate length.

5. DAP Associates will bill the fund company directly for the cost of the mailing.

-----------------------

[pic]

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download