e-Delivery for Quick Receipt of
Now, if you elect, you can view many shareholder communications online, through a new electronic delivery ("e-delivery") service.
With e-delivery, you receive e-mail messages each time a fund prospectus, annual report or proxy statement for positions you hold becomes available on the Internet. You can read these materials right away or at your convenience, and you can print copies of those you need. (Should you want, you can ask your Financial Advisor or Private Wealth Adviser for a hard copy of any individual item, as well.)
You will, of course, continue to receive hard copies of all shareholder communications not available on the Internet.
For details, see the description below. To request this service, complete the form at right.
How e-Delivery Works
When you elect this service, you agree to receive e-mail notices when issuing corporations, mutual funds and other third parties issue shareholder communications. These notices will give you links to Internet addresses where you can view (and print) quarterly and annual reports, proxy statements, newsletters and similar items.
To qualify for automatic e-mail notification, you must have a security position in the underlying equity or mutual fund as of the record date when any specific document is published.
If shareholder materials are not issued electronically, you will receive hard copy versions as before. If you request a hard copy of a document available to you electronically, there may be a discretionary delivery fee for the extra copy.
The content of all shareholder communications is the responsibility of the issuing corporation, mutual fund or other outside party. If your securities are held by a financial institution, neither the broker nor the bank holding your securities is responsible for the information any electronic shareholder document may contain.
Your e-mail notification election will be effective for all holdings in your account, on an ongoing basis, unless you decide to change it.
You can update contact information such as your e-mail address or Personal Identification Number (PIN), or you may cancel your participation, by linking to http://www.investordelivery.com.
If an e-mail address you provide stops working, your participation in this electronic delivery service will be suspended. You will receive a hard-copy notice of the latest electronic posting and instructions on resuming e-mail notifications.
Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.