CLIENT SERVICES CALLOUT SCRIPT
Introduction
HELLO, MR./MS. (SHAREHOLDER). MY NAME IS ___________. I AM CALLING
FROM FIDELITY INVESTMENTS FOLLOWING UP ON A RECENT PROXY MAILING WE
SENT YOU REGARDING THE ________ (FIVE OPTIONS HERE: FIDELITY
INSTITUTIONAL CASH PORTFOLIOS: MONEY MARKET, DOMESTIC, GOVERNMENT,
TREASURY, TREASURY ONLY). I'M ASSISTING FIDELITY WITH THE PROXY VOTE
TO APPROVE SEVERAL IMPORTANT PROPOSALS THAT AFFECT THE FUND(S) AND
YOUR INVESTMENT IN IT. I AM CALLING YOU TO ENCOURAGE YOU TO VOTE
YOUR PROXY IF YOU HAVE NOT YET DONE SO.
HAVE YOU RECEIVED THE ______ (FIVE OPTIONS HERE: FIDELITY
INSTITUTIONAL CASH PORTFOLIOS: MONEY MARKET, DOMESTIC, GOVERNMENT,
TREASURY, TREASURY ONLY) PROXY MATERIAL? THE PACKAGE WAS DATED LATE
OCTOBER. (Describe the mailings to the shareholder if he/she does not
recall it ==> 6"x9" envelope with yellow and black bar down the side.)
If NO: Confirm shareholder's address for the purpose of sending proxy
materials.
Q: COULD I PLEASE CONFIRM YOUR ADDRESS FOR THE PURPOSE OF SENDING
PROXY MATERIALS TO YOU?
Tell the shareholder that a new package will be mailed to him/her.
Ask the shareholder to review the material upon receipt and vote
his/her shares by signing, dating and mailing the proxy card in the
return envelope provided, before the shareholder meeting on December
17th. Thank the shareholder for his/ her time. (End phone call.)
If YES: Q: HAVE YOU REVIEWED THE MATERIAL?
If NO: PLEASE REVIEW THE MATERIAL AT YOUR EARLIEST CONVENIENCE AND
VOTE YOUR SHARES BY SIGNING, DATING AND MAILING THE PROXY CARD IN THE
RETURN ENVELOPE PROVIDED, TO ENSURE THAT YOUR VOTE IS COUNTED AT THE
SHAREHOLDER MEETING SCHEDULED ON DECEMBER 17TH. IF YOU WOULD LIKE TO
VOTE BY FAX, YOU MAY FAX BOTH SIDES OF YOUR SIGNED PROXY CARD TO
1-888-451-8683.
If YES: DO YOU HAVE ANY QUESTIONS?
If YES: Answer questions using the proxy material and Q&A and then
encourage
the shareholder to vote.
SCRIPT FOR LEAVING A MESSAGE ON AN ANSWERING MACHINE
HELLO, MR./MS. (SHAREHOLDER). MY NAME IS ___________. I AM CALLING
FROM FIDELITY INVESTMENTS FOLLOWING UP ON A RECENT PROXY MAILING WE
SENT YOU REGARDING THE ______ (FIVE OPTIONS HERE: FIDELITY
INSTITUTIONAL CASH PORTFOLIOS: MONEY MARKET, DOMESTIC, GOVERNMENT,
TREASURY, TREASURY ONLY). I'M ASSISTING FIDELITY WITH THE PROXY VOTE
TO APPROVE SEVERAL IMPORTANT PROPOSALS THAT AFFECT THE FUND(S) AND
YOUR INVESTMENT IN THEM.
AS AN OWNER OF THE ______ (FIVE OPTIONS HERE: FIDELITY INSTITUTIONAL
CASH PORTFOLIOS: MONEY MARKET, DOMESTIC, GOVERNMENT, TREASURY,
TREASURY ONLY), YOU SHOULD HAVE RECEIVED PROXY MATERIALS IN THE MAIL.
AT YOUR EARLIEST CONVENIENCE, PLEASE SIGN, DATE AND MAIL THE PROXY
CARD IN THE RETURN ENVELOPE PROVIDED TO YOU. IF YOU HAVE ANY
QUESTIONS ABOUT THE PROPOSALS OR DID NOT RECEIVE ANY PROXY MATERIAL,
PLEASE CALL FIDELITY AT 1-800-843-3001. THANK YOU FOR YOUR TIME.
LOG SHEET
Date__________________
Fidelity Rep_________________
Address Correction
Social Security No. (record from database; do not ask
shareholder)________________
Shareholder
Name_______________________________________________________
Street Address
_________________________________________________________
City_________________________State_____________Zip
Code_________________
Materials to Be Sent FICP
Proxy Card Only ________
Full Proxy Kit ________
Comments
Notable Shareholder
Response____________________________________________
_____________________________________________________________________
_____________________________________________________________________
Other Comments________________________________________________________
______________________________________________________________________
______________________________________________________________________
