FIDELITY ADVISOR INTERMEDIATE MUNICIPAL INCOME FUND
TELEPHONE VOTING SCRIPT
Introduction
HELLO, MR./MS. (SHAREHOLDER). MY NAME IS ___________. I AM CALLING
ON BEHALF OF FIDELITY INVESTMENTS FOLLOWING UP ON A RECENT PROXY
MAILING THEY SENT YOU REGARDING THE FIDELITY ADVISOR INTERMEDIATE
MUNICIPAL INCOME FUND. I'M ASSISTING FIDELITY IN CONNECTION WITH THE
PROXY VOTE TO APPROVE THE IMPORTANT PROPOSAL THAT AFFECTS THE FUND 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 FIDELITY ADVISOR INTERMEDIATE MUNICIPAL INCOME
FUND PROXY MATERIAL? THE PACKAGE WAS MAILED IN LATE FEBRUARY.
(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?
(If address is incorrect, please write down correct address at end of
script under "Comments" and forward to Fidelity.)
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 April 19. Inform
the shareholder that if he/she wishes to vote by fax, he/she may do
so. Thank the shareholder for his/ her time. (End phone call.)
I WILL HAVE A NEW PROXY PACKAGE MAILED TO YOU. PLEASE REVIEW THE
MATERIAL WHEN YOU RECEIVE IT 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 FOR
APRIL 19. IF YOU WOULD LIKE TO VOTE BY FAX, YOU MAY FAX YOUR SIGNED
PROXY CARD TO 1-888-451-8683. THANK YOU FOR YOUR TIME THIS EVENING.
(End 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 APRIL 19. IF YOU WOULD LIKE TO VOTE
BY FAX, YOU MAY FAX YOUR SIGNED PROXY CARD TO 1-888-451-8683.
If YES: DO YOU HAVE ANY QUESTIONS?
If YES: Only answer questions using the proxy material. (Approved Q&A
under separate cover). (DO NOT GUESS). If the shareholder has
questions that are account-specific and outside the scope of the proxy
statement, ask if they would like to be transferred to a Fidelity
representative.
If YES: Conference in Fidelity at 1-800-522-7297, introduce the
customer, and transfer the call. Note: Hours are 8:30am-7pm eastern
time Monday through Friday (End call.)
I'D BE GLAD TO TRANSFER YOU TO A FIDELITY REPRESENTATIVE RIGHT NOW TO
HELP ANSWER YOUR QUESTIONS. PLEASE HOLD WHILE I CALL FIDELITY. (Once
Fidelity rep answers and customer is still on hold ==> THIS IS
______FROM DF KING. WE ARE ASSISTING FIDELITY IN CALLING FIDELITY
ADVISOR INTERMEDIATE MUNICIPAL INCOME FUND SHAREHOLDERS TO ENCOURAGE
THEM TO VOTE THE PROXY THAT WAS RECENTLY MAILED TO THEM. I HAVE A
SHAREHOLDER ON HOLD AND THEY HAVE FURTHER QUESTIONS I AM UNABLE TO
ANSWER. COULD YOU PLEASE SPEAK TO HIM/HER? (Then conference call in
customer and introduce customer to Fidelity rep ==> HELLO, MR./MS.
______, I HAVE ________ FROM FIDELITY ON THE LINE AND HE/SHE'LL BE
HAPPY TO HELP ANSWER YOUR QUESTIONS. THANK YOU. (Transfer customer and
end call.)
If NO: Politely refer them to Fidelity at 1-800-522-7297. Thank the
shareholder for his/ her time. (End phone call.)
If shareholder sounds hostile:
Thank the shareholder for his/ her time. (End phone call.)
OKAY, I WILL GIVE YOU FIDELITY'S PHONE NUMBER IN CASE YOU'D LIKE TO
CALL THEM AT ANOTHER TIME. THE PHONE NUMBER IS 1-800-522-7297.
THANK YOU FOR YOUR TIME THIS EVENING. (End call.)
If not hostile: After answering all questions, offer the shareholder
the opportunity to vote by telephone. Let the shareholder know that
you will be recording the next part of the call, to ensure accuracy in
his/her vote. Confirm the shareholder's identity by having him/her
repeat his/her full name, address and the last 4 digits of his/her
social security number. Record the shareholder's vote on the proposal.
If the shareholder asks how the Board of Trustees voted, inform
him/her that the Board of Trustees recommend a vote in favor of the
proposal.
Inform the shareholder that a confirmation letter will be sent to
him/her, with a phone number to call if an error was made in recording
his/her vote, or if he/she wishes to change his/her vote for any
reason. Thank the shareholder for his/her time, and end the phone
call.
TO FACILITATE YOUR VOTING OF THE PROXY, YOU CAN VOTE BY TELEPHONE. IF
YOU WOULD LIKE TO VOTE BY TELEPHONE, THE NEXT PART OF OUR CALL WILL BE
RECORDED. THIS IS TO ENSURE ACCURACY OF YOUR VOTE. ALSO, WE WILL BE
SENDING YOU A CONFIRMATION LETTER FOR YOUR RECORDS WITH A PHONE NUMBER
TO CALL IN CASE ANY ERROR WAS MADE IN RECORDING YOUR VOTE, OR IF YOU
WISH TO CHANGE YOUR VOTE FOR ANY REASON.
WOULD YOU LIKE TO VOTE BY TELEPHONE?
If NO: Politely refer him/her to Fidelity at 1-800- 522-7297. (End
call)
If YES: Confirm the shareholder's identity by having him/her
repeat their full name, address and the last 4 digits of his/her
social security number. Record the shareholder's vote on the
proposal.
COULD I PLEASE HAVE THE LAST FOUR DIGITS OF YOUR SOCIAL SECURITY
NUMBER? (If it doesn't match, ask for the last four digits of the
social security number on the account.)
(If customer does not feel comfortable giving any part of his/her
social security number, empathize and say that we require
identification through this method to take a vote over the phone. If
the customer is still uncomfortable, explain that while you cannot
take the vote over the phone, you can mail him/her proxy materials and
they can vote by mail.)
I UNDERSTAND THAT YOU MAY FEEL UNCOMFORTABLE GIVING PART OF YOUR
SOCIAL SECURITY NUMBER OVER THE PHONE. IT IS PART OF OUR REQUIRED
PROCEDURES, HOWEVER, TO ENSURE PROPER IDENTIFICATION BEFORE WE TAKE
ANY VOTES OVER THE PHONE. IS THIS OK WITH YOU? (If customer agrees,
proceed with vote. If customer doesn't agree, offer to send proxy
materials.)
AGREES TO GIVE LAST FOUR DIGITS OF SSN:
NOW I WILL READ YOU THE PROPOSAL AND ASK YOU WHETHER YOU VOTE "FOR",
"AGAINST", OR "ABSTAIN".
FIDELITY ADVISOR INTERMEDIATE MUNICIPAL INCOME FUND
THE PROPOSAL IS (1) TO APPROVE AN AGREEMENT AND PLAN OF REORGANIZATION
BETWEEN FIDELITY ADVISOR INTERMEDIATE MUNICIPAL INCOME FUND AND
FIDELITY ADVISOR MUNICIPAL INCOME FUND, ANOTHER FUND OF THE TRUST.
THE AGREEMENT PROVIDES FOR THE TRANSFER OF ALL OF THE ASSETS OF
ADVISOR INTERMEDIATE MUNICIPAL TO ADVISOR MUNICIPAL INCOME IN EXCHANGE
SOLELY FOR SHARES OF BENEFICIAL INTEREST IN CLASS A, CLASS T, CLASS B,
CLASS C AND INSTITUTIONAL CLASS OF ADVISOR MUNICIPAL INCOME AND THE
ASSUMPTION BY ADVISOR MUNICIPAL INCOME OF ADVISOR INTERMEDIATE
MUNICIPAL'S LIABILITIES.
.
DO YOU VOTE "FOR", "AGAINST" OR "ABSTAIN?"
THANK YOU. AS I MENTIONED, I'LL BE SURE TO SEND A CONFIRMATION OF
YOUR VOTE TO YOU BY MAIL. THANKS FOR YOUR TIME THIS EVENING. (End
call.)
DOES NOT AGREE TO GIVE LAST FOUR DIGITS OF SSN: UNFORTUNATELY, I
WILL NOT BE ABLE TO TAKE YOUR VOTE OVER THE PHONE. WHAT I CAN DO IS
HAVE A NEW PROXY PACKAGE MAILED TO YOU. PLEASE REVIEW THE MATERIAL
WHEN YOU RECEIVE IT 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 FOR APRIL
19. IF YOU WOULD LIKE TO VOTE BY FAX, YOU MAY FAX YOUR SIGNED PROXY
CARD TO 1-888-451-8683. THANK YOU FOR YOUR TIME THIS EVENING. (End
call.)
FIDELITY ADVISOR INTERMEDIATE MUNICIPAL INCOME FUND
LOG SHEET
Date__________________
DF King 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
Proxy Card Only ________
Full Proxy Kit __________
Comments
Notable Shareholder Response____________________________________________
_____________________________________________________________________
_____________________________________________________________________
Other Comments________________________________________________________
______________________________________________________________________
______________________________________________________________________
Was Shareholder Transferred to Fidelity Representative? Yes_______ No______
FIDELITY ADVISOR INTERMEDIATE MUNICIPAL INCOME FUND
Script for Leaving a Message on an Answering Machine
HELLO, MR./MS. (SHAREHOLDER). MY NAME IS ___________. I AM CALLING ON
BEHALF OF FIDELITY INVESTMENTS FOLLOWING UP ON A RECENT PROXY MAILING
THEY SENT YOU REGARDING THE FIDELITY ADVISOR INTERMEDIATE MUNICIPAL
INCOME FUND. I'M ASSISTING FIDELITY IN CONNECTION WITH THE PROXY VOTE
TO APPROVE THE IMPORTANT PROPOSAL THAT AFFECTS THE FUND AND YOUR
INVESTMENT IN IT.
AS AN OWNER OF THE FIDELITY ADVISOR INTERMEDIATE MUNICIPAL INCOME
FUND, 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
PROPOSAL OR DID NOT RECEIVE ANY PROXY MATERIAL, PLEASE CALL FIDELITY
AT 1-800-522-7297 BETWEEN THE HOURS OF 8:30AM-7PM EASTERN TIME MONDAY
THROUGH FRIDAY. THANK YOU FOR YOUR TIME.
