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UNITED ASSET MANAGEMENT
Hello. My name is _____. May I please speak with _____? I'm calling on behalf of
your current investment in the _____ Fund. Briefly, I wanted to be sure you
received a proxy statement and card for the joint meeting of shareholders to be
held on October 27, 2000. Has that arrived?
<TABLE>
<S> <C>
YES NO
Have you had a chance to return that yet? I'd like to mail you another proxy card. Do you
live at (check address)? I'll mail that today.
YES NO
For whatever reason, that vote is not yet
registered. Would you like to place a Did you know that you can vote your
vote right now over the telephone? shares over the telephone instead of
returning the card?
YES NO
YES NO
Would you be interested in casting a vote now?
See Attachment (Insert 1)
YES NO
YES NO See Attachment (Insert 1)
I am recording your __ vote and
will send you a printed YES NO
confirmation to (address). For
confirmation purposes, may I
have the city, state and zip and
shares owned (and TID) that
we'll be mailing your confirm to?
YES NO If you could return your vote in the mail
or phone it in, it would be appreciated.
</TABLE>
Thank you for your time and have a good _____.
Machine Message: This message is to remind you that a joint meeting of the
_____ Fund is scheduled for October 27, 2000. To quickly
vote your shares over the telephone, simply call (800) 248-
3170. When calling please refer to record #___.
Representatives are available until 11:00 p.m. Eastern Time
and will be happy to assist. Your vote is important! Thank
you.
*** REMINDER: TO BE READ BEFORE CLOSING OUT A CALL AFTER TAKING A VOTE. ***
Shareholders have the right to change or revoke their proxy at any time before
the meeting via telephone, internet or mail. Also, shareholders may change their
vote by attending the meeting and voting in person.
INSERT I
I will now read and ask you to vote on each proposal. Before I do so, I would
like to remind you that the fund's Board has recommended that you vote in favor
of each proposal.
1. The Fund's Board has proposed that shareholders elect a Board of
Directors/Trustees. How would you like to vote?
2. The Fund's Board has proposed that shareholders reclassify the Fund's
investment objective from fundamental to non-fundamental. How would
you like to vote?
3. The Fund's Board has proposed that shareholders adopt standardized
fundamental investment restrictions for the Fund. How would you like
to vote?
4. The Fund's Board has proposed that shareholders ratify the selection
of PricewaterhouseCoopers LLP as independent auditors of the Fund. How
would you like to vote?
5. The Fund's Board has proposed that shareholders approve an interim
investment advisory agreement for the Fund. How would you like to
vote?
6. The Fund's Board has proposed that shareholders approve a new
investment advisory agreement for the Fund. How would you like to
vote?
