"Hello, I'm
trying to reach <s/h name>. Is he/she
available? My
name is ____ and I'm
calling on a recorded
line regarding your investment in the <fund
name>.
We sent you a
proxy card to register your vote for the shareholder meeting and haven't
received it back, so we're calling to ask if
you would have
any objections to voting along with the recommendations of the
Fund's Board?"
|
||||||||||||||
No
|
Yes
|
|||||||||||||
< Use
Appropriate Rebuttal >
Would
you have any objections to vote along with the recommendations of the
Fund's Board?
|
Shareholder
agrees
to
vote
|
Shareholder
declines
to vote
|
|||||||||||||
I
am recording your < > vote and wll send you a
printed
confirmation to (address). For
confirmation
purposes,
may I have the city, state and zip code
that
we'll be mailing your confirmation to?
|
Would you like
our toll free number so you can call back at your
convenience? Your
participation would be greatly appreciated and it would
just take a
brief moment to vote your shares over the phone.
|
Yes
|
No
|
|||||||
Thank you for
your time and your vote
Mr./Mrs.
_____ have a good _____!
|
Please call
<inbound toll free> any time
between 9am
and 11pm EST weekdays or
between Noon
and 6pm on Saturday.
|
Thank you for
your time. Have a good
day/evening!
|
||
Thank you for
your time. Have a good
day/evening!
|
SH
states ……
|
Response
|
“My
spouse takes care of it.”
|
I
understand. Is your wife/husband available to speak with
me?
(If wife/husband is
unavailable)
CSR: “Your
vote is very important to the fund, as your wife/husband/spouse is
unavailable, I would be more than happy to assist you with voting by
reviewing the proposal(s). This would only take a brief moment
of your time.”
|
“I
don’t know how to
vote
… ”
|
Your board of
directors has reviewed the proposal(s) and believes their recommendations
are in the best interest of the fund and its shareholders. Your
Board is recommending shareholders vote <Vote Recommended line from
briefly paragraph >. Would you have any objections to voting
along with the recommendations of the Funds’ Board?
|
"My broker takes care of
it "
|
I understand
that your Broker may help you choose your funds, however certain
proposal(s) for this proxy require a direct vote from the shareholder and
cannot be voted by your Broker. I can go over the proposal(s) quickly for
you now if you wish.
|
“I
don’t have the time right now …”
|
I understand,
however, your vote is very important. Voting now will only take
a brief moment of your time. Would you have any objections to voting along
with the recommendations of the Funds’ Board?
|
“I’m not interested
/
I
don’t want to vote /
I
don’t have enough shares to vote”
|
Every vote is
important to the fund and helps bring the fund a step closer to holding
the meeting. If not enough votes are received, the shareholder
meeting may have to be adjourned. Would you have any objections
to voting along with the recommendations of the Funds’
Board?
|
“I
sold my shares /
I
no longer own shares in that Fund”
|
I
understand. However you were a shareholder as of the record
date and therefore you are the only person who can vote those shares. As a
courtesy to the remaining shareholders, would you have any
objections to voting along with the recommendations of the Funds’
Board?
|
SH
states ……
|
Response
|
“I’ve
never received a call like this before"
|
This has
become a standard in the industry and the proxy statement mentions that if
your vote is not received you may receive a call offering you the
convenience of voting by telephone. Would you have any objections to
voting along with the recommendations of the Funds' Board?
|
|
“I’ll
vote later”
OR:
I’ll
vote via mail,
online,
etc”
|
I
understand. We are calling today because your Board would like
to hear from all shareholders on this matter. Your Fund has asked us
to call to offer you the convenience of voting over the phone, which makes
the voting process much easier and faster. I would be happy to record your
vote for you now and send you a printed confirmation that your vote has
been recorded.
Would you
like to vote along with the recommendations of the Funds’
Board?
|
|
If
the shareholder only says YES
when they are asked if they have objections…
Agent note: use this rebuttal
if the shareholder’s YES means that either they don’t want to vote today
or do not want to vote with the Board’s
recommendations.
|
I
see. Just to clarify, are you indicating you’d like to vote
differently, or not vote at all today
?
|
SH
States …
|
Response
|
“Why
are you calling me?”
#
1
|
Your Fund has
asked us to contact you because we sent you a proxy card to register your
vote for the upcoming shareholder meeting and haven’t received it back, so
we are calling to encourage you to vote your shares. Would you
have any objections to voting along with the recommendations of the Funds’
Board?
|
“Why
are you calling me?”
# 2 (to use if the first answer
does not satisfy the shareholder).
|
Your Board
would like to hear from all shareholders on this matter and your Fund has
asked us to call to offer you the convenience of voting over the
phone. This makes your voting process much easier and
faster. Would you have any objections to voting along with the
recommendations of the Funds’ Board?
|
“I
don't accept these types of calls.”
|
I am sorry
for any inconvenience, however, I did want to let you know that this call
is in regards to your current investment in the < Fund name > and we
are simply calling to advise you of a shareholders meeting and are asking
if you would like to register your vote. Would you like to
vote?
Agent Note: if
shareholder is irate, or reiterates that they do not want to accept these
types of calls, please see the ‘Please do not call me again’ response
below.
|
Please
do not call me again.
OR
Please
add me to your do not call list.
|
I understand
how you feel about unwanted calls and will add you to our internal Do Not
Call list. However, I did want to let you know that this call
is regarding your current investment in the <Fund Family name> and
we are simply calling to advise you of the shareholder meeting and are
asking if you would like to register your vote.
|
“How
many votes do you still need?”
|
I have
limited information on that. What I do know is that every vote is
important at this point and that is why we are calling you and other
shareholders to ask if you would have any objections to voting along with
the recommendations of the Funds’ Board?
|
Computershare
Fund
Services
|
AMERICAN
FUNDS/WO# 20478: TOUCH-TONE TELEPHONE VOTING
SCRIPT
|
"American
Funds Proxy"
|
EXPECTED
MAIL DATE: 08/28/2009
|
MEETING
DATES: 10/27/09 & 11/24/09
|
WHEN
CONNECTED TO OUR PHONE VOTING SYSTEM ACCESSED VIA OUR TOLL-FREE NUMBER,
THE SHAREHOLDER HEARS:
|
THE
INITIAL PROMPT:
|
"Thank
you for calling Computershare's proxy voting line. Before you
can vote, I'll need to validate
|
some
information from your proxy card. On your card there’s a shaded box with a
14 digit number
|
inside.
Please enter that number now."
|
AFTER
THE SHAREHOLDER ENTERS THEIR 14 DIGIT CONTROL NUMBER, HE/SHE
HEARS:
|
"Next,
located in the un-shaded box is an 8 digit number. Please enter this
number now."
|
THEN
YOU HEAR:
|
"Thank
you. Please hold while I validate those numbers."
|
IF
VALID CODES WERE ENTERED, THE SHAREHOLDER WILL HEAR THE FOLLOWING JOB
SPECIFIC SPEECH:
|
"Okay,
you'll be voting your proxy for American Funds."
|
IF
THERE IS A PRIOR VOTE IN THE SYSTEM FOR THE CONTROL NUMBER ENTERED YOU
HEAR:
|
"
I see that you’ve already voted. If you don’t want to change your vote you
can just hang-up. Otherwise,
|
remain
on the line and I’ll take you through the voting process
again..."
|
IF
THERE IS NO PRIOR VOTE, THE FOLLOWING IS HEARD:
|
"Im
about to take you through the voting process. Please keep your
voting card in front
|
of
you to follow along. Okay, let's begin…"
|
THE VOTING OPTIONS ARE
THEN OFFERED:
|
"You
can vote in one of two ways...To vote as the Board Recommends on All
Proposals, press 1;
|
or
To vote on Each Proposal Individually, press 2."
|
OPTION
1: VOTING AS THE BOARD RECOMMENDS:
|
IF
THE SHAREHOLDER PRESSES 1 TO VOTE AS THE BOARD RECOMMENDS ON ALL
PROPOSALS, HE/SHE WILL HEAR:
|
"You’ve
elected to vote all proposals in accordance with the recommendations of
the Board."
|
"If
this is correct, press 1; otherwise, press 2. If you'd like to
hear the information again, press # (pound). "
|
IF
THE SHAREHOLDER PRESSES 1, INDICATING THE VOTE IS CORRECT, HE/SHE WILL
HEAR:
|
"Please
hold while I record your vote."
|
THEN
THEY HEAR:
|
"Your
vote has been recorded. It’s not necessary for you to mail in
your proxy card.
|
"If
you want to vote another proxy card or change your vote, press one
now.
|
Thank
you for voting, goodbye."
|
IF
THE SHAREHOLDER PRESSES 2, INDICATING AN INCORRECT VOTE, HE/SHE WILL
HEAR:
|
"Okay, lets
change your vote." The
system then prompts the voting options again.
|
AFTER
THE SHAREHOLDER'S VOTE IS RECORDED, IF THEY CHOOSE TO VOTE ANOTHER PROXY
THEY HEAR:
|
"Before
you can vote, I'll need to validate some information from your proxy card.
On your card there’s a shaded box
|
with
a 14 digit # inside. Please enter that number
now."
|
IF
THE SHAREHOLDER ELECTS TO END THE CALL, HE/SHE WILL
HEAR:
|
"Thank
you for voting, goodbye."
|
OPTION
2: IF THE SHAREHOLDER OPTS TO VOTE ON EACH PROPOSAL
SEPARATELY:
|
THE
SHAREHOLDER HEARS:
|
"Okay,
I'll take you through each proposal"
|
THEN,
MATCHING THE SHAREHOLDER'S PROXY CARD, THEY WILL BE PROMPTED TO VOTE ON
EACH APPLICABLE PROPOSAL:
|
FOR
EACH APPLICABLE DIRECTOR/TRUSTEE PROPOSAL (Numbered: 1A through 1Z,
then 1AA through 1AM) THEY HEAR:
|
EXAMPLE
BOARD VOTING PROMPT FOR "DIRECTORS":
|
"Proposal
1A: Election of Directors
for AMCAP
Fund, To
vote FOR
ALL nominees,
Press 1.
|
To
WITHHOLD
YOUR VOTE FROM ALL nominees, press
2. Or
to WITHHOLD
YOUR VOTE FROM INDIVIDUAL nominees press
3."
|
EXAMPLE
BOARD VOTING PROMPT FOR "TRUSTEES":
|
"Proposal
1AG: Election of Trustees
for The New Economy
Fund, To
vote FOR ALL nominees, Press 1.
|
To
WITHHOLD your vote from all nominees, press 2. Or
to WITHHOLD
YOUR VOTE FROM INDIVIDUAL nominees press
3."
|
THEN,
FOR EACH
APPLICABLE DIRECTOR/TRUSTEE PROPOSAL THEY HEAR THE
FOLLOWING:
|
IF
THE SHAREHOLDER PRESSES 1, TO VOTE FOR ALL NOMINEES THEY WILL
HEAR:
|
"Okay,
voting for all nominees"
|
IF
THE SHAREHOLDER PRESSES 2, TO WITHHOLD FROM ALL NOMINEES THEY WILL
HEAR:
|
"Okay,
withholding your vote on all nominees "
|
IF
THE SHAREHOLDER PRESSES 3, TO WITHHOLD FROM INDIVIDUAL NOMINEES THEY WILL
HEAR:
|
"Okay,
we'll withhold your vote on the nominees you specify. All other
nominees will be voted FOR. "
|
THEN
THEY HEAR: "For each nominee listed on your proxy card there's a
corresponding two-digit number. Please enter the number of
the
|
nominee
you want to withhold your vote from."
|
AFTER
THE SHAREHOLDER ENTERS A NOMINEE NUMBER TO WITHHOLD FROM, HE/SHE
HEARS:
|
"OK,
withholding from nominee number…N" [Where N is the nominee
number entered by the shareholder]"
|
THEN
THE SHAREHOLDER HEARS:
|
"To
withhold your vote from another nominee, enter the two-digit
number. If there are no other nominees you wish
to
|
withhold
from press # (pound)."
|
WHEN
# IS PRESSED, THE SHAREHOLDER HEARS:
|
"Okay,
finished withholding from nominees"
|
"Proposal
2:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL
HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press
2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
3A:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL HOLDINGS, Press
1; AGAINST on ALL HOLDINGS, Press 2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
3B:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL
HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press
2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
3C:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL
HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press
2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
3D:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL
HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press
2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
3E:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL
HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press
2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
3F:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL
HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press
2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
3G:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL
HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press
2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
3H:" [ONLY APPLIES TO ONE SPECIFIC
FUND]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
3I:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL
HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press
2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
4:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL
HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press
2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
5:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL
HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press
2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
6:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL
HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press
2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
7:" [ONLY APPLIES TO ONE SPECIFIC
FUND]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"Proposal
8:" [FOR ONE HOLDING THEY
HEAR]: "To
vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
[FOR MULTIPLE HOLDINGS THEY HEAR]: "To vote FOR on ALL
HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press
2;
|
Abstain
on ALL HOLDINGS, Press 3; or to vote on EACH HOLDING INDIVIDUALLY, press
4."
|
WHEN
A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING
INDIVIDUALLY, THEY HEAR:
|
"FOR
HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
"FOR
HOLDING 4: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN, Press
3"
|
WHEN
THE SHAREHOLDER HAS COMPLETED VOTING ON ALL PROPOSALS, HE/SHE WILL
HEAR:
|
"Okay,
you've finished voting but your vote has not yet been
recorded."
|
"To
hear a summary of how you voted, press 1; To record your vote, Press
2."
|
IF
THE SHAREHOLDER PRESSES 1, TO HEAR A SUMMARY OF THEIR VOTES, HE/SHE WILL
HEAR:
|
"Please
note your vote will be cast automatically should you decide to hang up
during the summary."
|
"You've
elected to vote as follows..." [THEN A PLAYBACK OF THE VOTES COLLECTED FOR
EACH PROPOSAL AND HOLDING IS HEARD]
|
THEN
AFTER THE VOTE PLAYBACK, THE SHAREHOLDER HEARS:
|
"If
this is correct, press 1; Otherwise, press 2. If you'd like to
hear the information again press # (pound)."
|
IF
THE CALLER CHOOSES TO RECORD THEIR VOTE (EITHER BEFORE OR AFTER THE
SUMMARY IS HEARD), THEY HEAR:
|
"Please
hold while I record your vote."
|
THEN
THEY HEAR:
|
"Your
vote has been recorded. It’s not necessary for you to mail in
your proxy card.
|
"If
you want to vote another proxy card or change your vote, press one
now.
|
Thank
you for voting, goodbye."
|
IF
THE SHAREHOLDER PRESSES 2, INDICATING AN INCORRECT VOTE, HE/SHE WILL
HEAR:
|
"Okay, lets
change your vote." [The system then prompts
the voting options again.]
|
AFTER
THE SHAREHOLDER'S VOTE IS RECORDED, IF THEY ELECT TO VOTE ANOTHER
PROXY, HE/SHE HEARS:
|
"Before
you can vote, I'll need to validate some information from your proxy card.
On your card there’s a shaded box
|
with
a 14 digit # inside. Please enter that number
now."
|
IF
THE SHAREHOLDER ELECTS TO END THE CALL, HE/SHE WILL
HEAR:
|
"Thank
you for voting, goodbye."
|