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SCHEDULE 14A INFORMATION |
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PROXY STATEMENT PURSUANT TO SECTION 14(a) |
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OF THE SECURITIES EXCHANGE ACT OF 1934 |
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Filed by the Registrant |
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Filed by a Party other than the Registrant |
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Preliminary Proxy Statement |
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Confidential, for Use of the Commission Only (as
permitted by Rule 14a-6(e)(2)) |
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Definitive Proxy Statement |
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Definitive Additional Materials |
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Soliciting Material under Rule 14a-12 |
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Fidelity Aberdeen Street Trust
(Name of Registrant as Specified In Its Charter) |
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| Payment of Filing Fee (Check the appropriate box): |
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No fee required. |
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Fee computed on table below per Exchange Act Rules
14a-6(i)(1) and 0-11. |
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Title of each class of securities to which transaction
applies: |
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Aggregate number of securities to which transaction applies: |
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Per unit price or other underlying value of transaction computed
pursuant to Exchange Act Rule 0-11: |
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Proposed maximum aggregate value of transaction: |
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Total Fee Paid: |
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Fee paid previously with preliminary materials. |
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Check box if any part of the fee is offset as provided
by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the
previous filing by registration statement number, or the Form or Schedule and the date of its filing. |
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(1) |
Amount Previously Paid: |
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Form, Schedule or Registration Statement No.: |
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Filing Party: |
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Date Filed: |
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Proxy
Materials
PLEASE
CAST YOUR VOTE NOW!
Fidelity
Income Fund:
Fidelity
Managed Retirement Income Fund
Fidelity
Managed Retirement 2010 Fund
Fidelity
Managed Retirement 2015 Fund
Fidelity
Managed Retirement 2020 Fund
Fidelity
Managed Retirement 2025 Fund
Fidelity
Managed Retirement 2030 Fund
Fidelity
Managed Retirement 2035 Fund
Dear
Shareholder:
A
special meeting of shareholders of the Fidelity funds mentioned above will be held on April 16, 2026. The purpose of each meeting
is to provide you with the opportunity to vote on important proposals that affect the funds and your investment in them. As a shareholder
and a valued Fidelity customer, you have the opportunity to make your voice heard.
Proxy
campaigns are costly, so your timely vote will help to control proxy expenses that may be borne by shareholders. This letter and accompanying
proxy statement contain important information about the proposals and the materials to use when casting your vote.
Please
read the enclosed materials and cast your vote on the proxy card(s). Please vote your shares promptly. Your vote is extremely important,
no matter how large or small your holdings may be.
Each
proposal has been carefully reviewed by the trust’s Board of Trustees. The Trustees, most of whom are not affiliated with Fidelity,
are responsible for protecting your interests as a shareholder. The Trustees believe that each of the seven separate proposals are in
the best interests of each fund’s shareholders: (1) to merge Fidelity Managed Retirement Income Fund into Fidelity Freedom Blend
Retirement Fund; (2) to merge Fidelity Managed Retirement 2010 Fund into Fidelity Freedom Blend Retirement Fund; (3) to merge Fidelity
Managed Retirement 2015 Fund into Fidelity Freedom Blend 2010 Fund; (4) to merge Fidelity Managed Retirement 2020 Fund into Fidelity Freedom
Blend 2015 Fund; (5) to merge Fidelity Managed Retirement 2025 Fund into Fidelity Freedom Blend 2020 Fund; (6) to merge Fidelity Managed
Retirement 2030 Fund into Fidelity Freedom Blend 2025 Fund; and (7) to merge Fidelity Managed Retirement 2035 Fund into Fidelity Freedom
Blend 2030 Fund. They recommend the approval of each of these proposals.
The
following Q&A is provided to assist you in understanding each proposal. They are also described in greater detail in the enclosed
proxy statement.
Voting
is quick and easy. To cast your vote, you may:
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Visit the web site indicated on your proxy card(s), enter the control number found on the card(s), and follow the on-line instructions;
OR
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Call the toll-free number indicated on your proxy card(s), enter the control number found on the card(s), and follow the recorded instructions;
OR
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If you have received a paper copy of the proxy card(s), complete the proxy card(s) and return the signed card(s) in the postage-paid
envelope.
If
you have any questions before you vote, please call Fidelity at the toll-free number on your proxy card(s). We will be glad to help you
submit your vote. Thank you for voting your shares and for your confidence in entrusting Fidelity with your investments.
Sincerely,
Jennifer
Toolin McAuliffe
Chairman |
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Important
information to help you understand and vote on the proposals
Please
read the full text of the proxy statement. We’ve provided a brief overview of the proposals to be voted upon below. Your vote is
important. We appreciate you placing your trust in Fidelity and look forward to helping you achieve your financial goals.
What
proposals am I being asked to vote on?
Proposal
1 – Shareholders of Fidelity Managed Retirement Income FundSM are being asked to vote
on Proposal 1. As more fully described in Proposal 1 in the attached proxy statement, shareholders of Fidelity Managed Retirement Income
FundSM are being asked to approve merging the fund into Fidelity Freedom® Blend Retirement Fund by approving
an Agreement and Plan of Reorganization.
Proposal
2 – Shareholders of Fidelity Managed Retirement 2010 FundSM are being asked to vote
on Proposal 2. As more fully described in Proposal 2 in the attached proxy statement, shareholders of Fidelity Managed Retirement 2010
FundSM are being asked to approve merging the fund into Fidelity Freedom® Blend Retirement Fund by approving
an Agreement and Plan of Reorganization.
Proposal
3 – Shareholders of Fidelity Managed Retirement 2015 FundSM are being asked to vote
on Proposal 3. As more fully described in Proposal 3 in the attached proxy statement, shareholders of Fidelity Managed Retirement 2015
FundSM are being asked to approve merging the fund into Fidelity Freedom® Blend 2010 Fund by approving an Agreement
and Plan of Reorganization.
Proposal
4 – Shareholders of Fidelity Managed Retirement 2020 FundSM are being asked to vote
on Proposal 4. As more fully described in Proposal 4 in the attached proxy statement, shareholders of Fidelity Managed Retirement 2020
FundSM are being asked to approve merging the fund into Fidelity Freedom® Blend 2015 Fund by approving an Agreement
and Plan of Reorganization.
Proposal
5 – Shareholders of Fidelity Managed Retirement 2025 FundSM are being asked to vote
on Proposal 5. As more fully described in Proposal 5 in the attached proxy statement, shareholders of Fidelity Managed Retirement 2025
FundSM are being asked to approve merging the fund into Fidelity Freedom® Blend 2020 Fund by approving an Agreement
and Plan of Reorganization.
Proposal
6 – Shareholders of Fidelity Managed Retirement 2030 FundSM are being asked to vote
on Proposal 6. As more fully described in Proposal 6 in the attached proxy statement, shareholders of Fidelity Managed Retirement 2030
FundSM are being asked to approve merging the fund into Fidelity Freedom® Blend 2025 Fund by approving an Agreement
and Plan of Reorganization.
Proposal
7 – Shareholders of Fidelity Managed Retirement 2035 FundSM are being asked to vote
on Proposal 7. As more fully described in Proposal 7 in the attached proxy statement, shareholders of Fidelity Managed Retirement 2035
FundSM are being asked to approve merging the fund into Fidelity Freedom® Blend 2030 Fund by approving an Agreement
and Plan of Reorganization.
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Fidelity
Managed Retirement Income Fund |
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Fidelity
Freedom Blend Retirement Fund |
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Fidelity
Managed Retirement 2010 Fund |
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Fidelity
Freedom Blend Retirement Fund |
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Fidelity
Managed Retirement 2015 Fund |
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Fidelity
Freedom Blend 2010 Fund |
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Fidelity
Managed Retirement 2020 Fund |
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Fidelity
Freedom Blend 2015 Fund |
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Fidelity
Managed Retirement 2025 Fund |
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Fidelity
Freedom Blend 2020 Fund |
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Fidelity
Managed Retirement 2030 Fund |
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Fidelity
Freedom Blend 2025 Fund |
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Fidelity
Managed Retirement 2035 Fund |
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Fidelity
Freedom Blend 2030 Fund |
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Approval
of each proposal will be determined solely by the voting results of shareholders of each Acquired Fund. It will not be necessary for all
seven proposals to be approved for any one of them to occur. Additionally, although it is proposed that Fidelity Managed Retirement Income
Fund and Fidelity Managed Retirement 2010 Fund be merged into the same Acquiring Fund, neither proposal is subject to, or contingent upon,
the approval by the other Acquired Fund’s shareholders of that fund’s reorganization.
Have
the funds’ Boards of Trustees approved the reorganizations?
Yes.
Each fund’s Board of Trustees has carefully reviewed the proposal and approved the Agreement and Plan of Reorganization.
The Board of Trustees unanimously recommends that you vote in favor of your fund’s Agreement and Plan of Reorganization by approving
your fund’s proposal. If a proposal is not approved by shareholders, the fund proposed to be
acquired will liquidate on or about June 5, 2026 for Fidelity Managed Retirement 2025 FundSM, Fidelity Managed Retirement
2030 FundSM, and Fidelity Managed Retirement 2035 FundSM, and on or about June 12, 2026 for Fidelity Managed
Retirement Income FundSM, Fidelity Managed Retirement 2010 FundSM, Fidelity Managed Retirement 2015 FundSM,
and Fidelity Managed Retirement 2020 FundSM.
What
are the reasons for and advantages of the proposed reorganizations?
We
believe, and each fund’s Board of Trustees unanimously agreed, that each reorganization, also known as a merger, is in the best
interest of shareholders.
For
each proposal, the Board of Trustees considered the following factors, among others, in determining that you vote in favor of your fund’s
reorganization:
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Each reorganization will permit
shareholders to pursue a similar investment strategy in a fund with similar investment exposure and the same portfolio managers, in a
portfolio with a larger asset base and better long-term viability. |
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Shareholders will experience
an expense reduction of 2 to 5 basis points, depending on the fund. |
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Each reorganization will qualify
as a tax-free reorganization for federal income tax purposes. |
For
more information, shareholders of Fidelity Managed Retirement Income FundSM please refer to the section entitled “The
Proposed Transactions –
Proposal
1 – Reasons for the Reorganization.”
For
more information, shareholders of Fidelity Managed Retirement 2010 FundSM please refer to the section entitled “The Proposed
Transactions –
Proposal
2 – Reasons for the Reorganization.”
For
more information, shareholders of Fidelity Managed Retirement 2015 FundSM please refer to the section entitled “The Proposed
Transactions –
Proposal
3 – Reasons for the Reorganization.”
For
more information, shareholders of Fidelity Managed Retirement 2020 FundSM please refer to the section entitled “The Proposed
Transactions –
Proposal
4 – Reasons for the Reorganization.”
For
more information, shareholders of Fidelity Managed Retirement 2025 FundSM please refer to the section entitled “The Proposed
Transactions –
Proposal
5 – Reasons for the Reorganization.”
For
more information, shareholders of Fidelity Managed Retirement 2030 FundSM please refer to the section entitled “The Proposed
Transactions –
Proposal
6 – Reasons for the Reorganization.”
For
more information, shareholders of Fidelity Managed Retirement 2035 FundSM please refer to the section entitled “The Proposed
Transactions –
Proposal
7 – Reasons for the Reorganization.”
Who
bears the expenses associated with the reorganizations?
For
each Acquired Fund, FMR will bear a portion of the one-time administrative costs associated with the reorganization. Any transaction costs
associated with portfolio adjustments to an Acquired Fund and an Acquiring Fund due to the respective reorganization that occur prior
to the Closing Date will be borne by such Acquired Fund and such Acquiring Fund, respectively. Any transaction costs associated with portfolio
adjustments to an Acquiring Fund due to the respective reorganization that occur after the Closing Date and any additional merger-related
costs attributable to such Acquiring Fund that occur after the Closing Date will be borne by the respective Acquiring Fund.
For
more information, please refer to the section entitled “Voting Information – Solicitation of Proxies; Expenses.”
How
will you determine the number of shares of the Acquiring Fund that I will receive?
Although
the number of shares you own will most likely change, the total value of your holdings will not change as a result of your fund’s
reorganization.
Each
Acquired Fund will distribute shares of the Acquiring Fund to its shareholders so that each shareholder will receive the number of full
and fractional shares of the Retail Class, Class A, Class I, Class K, and Class K6 of the Acquiring Fund equal in
value to the net asset value of shares of the applicable Acquired Fund held by such shareholder on the Closing Date.
The
anticipated closing date of the reorganizations is on or about June 5, 2026 for Fidelity Managed Retirement 2025 FundSM,
Fidelity Managed Retirement 2030 FundSM, and Fidelity Managed Retirement 2035 FundSM, and on or about June 12,
2026 for Fidelity Managed Retirement Income FundSM, Fidelity Managed Retirement 2010 FundSM, Fidelity Managed Retirement
2015 FundSM, and Fidelity Managed Retirement 2020 FundSM.
Is
a reorganization considered a taxable event for federal income tax purposes?
No.
Each fund will receive an opinion of counsel that its reorganization will not result in any gain or loss for federal income tax purposes
either to the Acquired Fund or the Acquiring Fund or to the shareholders of either fund. Any portfolio adjustments to the funds may result
in net realized gains which may need to be distributed in the form of taxable distributions to shareholders before and/or after the date
of a reorganization.
For
more information, shareholders of Fidelity Managed Retirement Income FundSM please refer to the section entitled “The
Proposed Transactions –
Proposal
1 – Federal Income Tax Considerations.”
For
more information, shareholders of Fidelity Managed Retirement 2010 FundSM please refer to the section entitled “The Proposed
Transactions –
Proposal
2 – Federal Income Tax Considerations.”
For
more information, shareholders of Fidelity Managed Retirement 2015 FundSM please refer to the section entitled “The Proposed
Transactions –
Proposal
3 – Federal Income Tax Considerations.”
For
more information, shareholders of Fidelity Managed Retirement 2020 FundSM please refer to the section entitled “The Proposed
Transactions –
Proposal
4 – Federal Income Tax Considerations.”
For
more information, shareholders of Fidelity Managed Retirement 2025 FundSM please refer to the section entitled “The Proposed
Transactions –
Proposal
5 – Federal Income Tax Considerations.”
For
more information, shareholders of Fidelity Managed Retirement 2030 FundSM please refer to the section entitled “The Proposed
Transactions –
Proposal
6 – Federal Income Tax Considerations.”
For
more information, shareholders of Fidelity Managed Retirement 2035 FundSM please refer to the section entitled “The Proposed
Transactions –
Proposal
7 – Federal Income Tax Considerations.”
What
if there are not enough votes to reach quorum by the scheduled shareholder meeting date or if a reorganization is not approved?
To
facilitate receiving a sufficient number of votes, we may need to take further action. Broadridge Financial Solutions, Inc., a proxy solicitation
firm, or Fidelity, may contact you by mail or telephone. Therefore, we encourage shareholders to vote as soon as they receive the enclosed
proxy materials to avoid additional mailings or telephone calls, as well as potentially increased expenses to the applicable fund.
If
shareholder approval is not achieved, the fund proposed to be acquired will liquidate on or about June 5, 2026 for Fidelity Managed
Retirement 2025 FundSM, Fidelity Managed Retirement 2030 FundSM, and Fidelity Managed Retirement 2035 FundSM,
and on or about June 12, 2026 for Fidelity Managed Retirement Income FundSM, Fidelity Managed Retirement 2010 FundSM,
Fidelity Managed Retirement 2015 FundSM, and Fidelity Managed Retirement 2020 FundSM.
Will
retirement plan participants continue to have access to Fidelity’s withdrawal feature that is paired with the Managed Retirement
Funds?
No,
the withdrawal feature will not be available after the Acquired Funds are merged or liquidated.
What
role does the Board play?
The
Trustees serve as the fund shareholders’ representatives. Members of the Board are fiduciaries and have an obligation to serve the
best interests of shareholders. In addition, the Trustees review fund performance, oversee fund activities, and review contractual arrangements
with companies that provide services to the funds.
General
Questions on the Proxy
Who
is Broadridge Financial Solutions, Inc.?
Broadridge
Financial Solutions, Inc. is a third party proxy vendor that has been hired to call shareholders and record proxy votes. In order to hold
a shareholder meeting, quorum must be reached. If quorum is not met (or the required vote is not achieved), the meeting may adjourn to
a future date. The campaign attempts to reach shareholders via multiple mailings to remind them to cast their vote. As the meeting approaches,
phone calls may be made to shareholders who have not yet voted their shares so that the shareholder meeting does not have to be adjourned.
Voting
your shares immediately will help minimize additional solicitation expenses and prevent the need to call you to solicit your vote.
How
many votes am I entitled to cast?
As
a shareholder, you are entitled to one vote for each dollar of net asset value you own of each of the Acquired Funds on the record date,
with fractional dollar amounts entitled to a proportional fractional vote. The record date is February 9, 2026.
How
do I vote my shares?
You
can vote your shares by visiting the web site indicated on your proxy card(s), entering the control number found on the card(s), and following
the on-line instructions. You may also vote by touch-tone telephone by calling the toll-free number on your proxy card(s) and following
the recorded instructions. In addition, if you have requested paper proxy materials, you may vote by completing and signing the proxy
card(s) and mailing them in the postage-paid envelope. If you need any assistance, or have any questions regarding the proposals or how
to vote your shares, please call Fidelity at the toll-free number(s) on the Proxy Statement.
How
do I sign the proxy card?
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Individual
Accounts: |
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Shareholders
should sign exactly as their names appear on the account registration shown on the card or form. |
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Joint
Accounts: |
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Either
owner may sign, but the name of the person signing should conform exactly to a name shown in the registration. |
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All
Other Accounts: |
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The
person signing must indicate his or her capacity. For example, a trustee for a trust or other entity should sign,
“Ann
B. Collins, Trustee.” |
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eFail Buckslip - to be sent to a shareholder that has consented
to receive proxy solicitations electronically but in attempting to deliver an e-mail failure occurred:
Dear Investor,
We were unable to notify you electronically of the Availability of
Important Proxy Materials for a Fidelity fund maintained in your account(s). We attempted to send the notice to your e-mail address, as
reflected on our records. That e-mail address appears to be invalid.
To correct your e-mail address, please log in to one or more of your
online account(s) and follow the instructions.
If this e-mail address is correct, there may be another issue preventing
the receipt of these e-mails. Here are some things you should do:
| • | Confirm that your e-mail account is still active. |
| • | Make sure that your e-mail inbox is not full (over its capacity). |
| • | If you are using an e-mail address provided by your employer, make sure that you can receive e-mails from outside parties. |
| • | Ask your e-mail provider if it has experienced an outage in its system. |
Because we were unable to send the notice to you electronically,
we are sending this notice and the related Proxy Materials (enclosed) to you in paper form. You may continue to receive Proxy Materials
in paper form until you provide us with a valid e-mail address.
Please read the enclosed Proxy Materials and vote your shares promptly.
Your vote is extremely important, no matter how large or small your holdings may be.
Form of
Broadridge Touch–Tone Voting Script
1–877–296–4941
| Generic Greeting: |
| “Thank you for calling the Automated Proxy Voting Service.” |
| Shareholder Hears: |
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“You must be calling from a touch–tone telephone in order
to use this system and already have read the proxy statement and made your voting decisions.”
“Press 1 if you are calling from a touch–tone telephone
and have your proxy card in front of you.” |
| Shareholder presses “1” and hears: |
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“Let’s Begin.”
** If shareholder does not press anything two times they will hear
after each non– response: “I have not received your response. Press 1 if you are calling from a touch–tone telephone
and have your proxy card in front of you.”
** If the shareholder does not press anything a third time they
will hear: “Please call back when you have your proxy card available. Thank you for calling. Good–bye.” |
| Enter Control Number Script - Shareholder hears: |
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“Please enter the control number, which is located in the box
indicated by the arrow on your proxy card or notice, followed by the pound sign.”
** After pressing the number 1; if shareholder does not enter a
control number after one and/or two prompts, they will hear: “I have not received your response. Please enter the control number,
which is located in the box indicated by the arrow on your proxy card or notice, followed by the pound sign.”
** After pressing the number 1; if shareholder does not enter a
control number after three prompts, they will hear: “Sorry, since your entry of the control number was invalid, we are not able
to process your transaction at this time. You will be able to access the system again in 24 hours. We have not recorded a vote. Good–bye.” |
| Shareholder Enters Control number ☐ |
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Valid Control Number: (See
“Voting” Script)
Invalid (Input 1 or 2 times) less than
16 digits: “Sorry your input was invalid”. Please enter the control number, which is located in the box indicated by the
arrow on your proxy card or notice, followed by the pound sign.”
Invalid (input 1 or 2 times) more
than 16 digits: “Sorry your input was invalid.” Please enter the control number, which is located in the box indicated
by the arrow on your proxy card or notice, followed by the pound sign.” |
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Invalid control number (input 1 or
2 times): 16 digits: “Control number is invalid”. Please enter the control number, which is located in the box indicated
by the arrow on your proxy card or notice, followed by the pound sign.”
Invalid Input = (Input 3 times) less
than or more than 16 digits: “Sorry, since your entry of the control number was invalid, we are not able to process your transaction
at this time. You will be able to access the system again in 24 hours. We have not recorded a vote. Good–bye.”
Invalid 16 digit control number (Input
3 times): “Control number is invalid. Sorry, since your entry of the control number was invalid, we are not able to process
your transaction at this time. You will be able to access the system again in 24 hours. We have not recorded a vote. Good–bye.”
If shareholder calls back and tries
to record a vote after Invalid Input = 3x. The following is heard: “Sorry, since your entry of the control number was invalid,
we are not able to process your transaction at this time. You will be able to access the system again in 24 hours.”
Valid control number, but Shareholder
has already voted: “A vote has already been recorded for this control number. If you want to change your vote, press 1, if you
do not want to change your vote press 2. (See “Enter Control Number Script).
If shareholder presses 1 –
shareholder is directed to the “Voting” Script
Valid control number, but Shareholder
has just voted a proxy with the same proposals: “The nominees and/or proposals for this control number are the same as your
last proxy vote. If you would like to vote this control number in the same manner as the previous control number, press 1. If you
would like to vote this control number differently, press 2.”
If shareholder presses 1 - shareholder
goes to “Completed Proposal Voting” Script #2
If shareholder presses 2 - shareholder
goes to “Voting” Script |
| Voting: |
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“Press 1 to vote each item individually. You are encouraged
to specify your choices by voting each item individually. However, if you do not vote each item individually, your vote will be cast as
recommended by the Board of Directors. Press 2 if you will not vote on each item individually.”
If shareholder doesn’t make a selection: the first
two times the shareholder hears: “I have not received your response” followed by a repeat of “Voting” Script;
Upon the third non–response the shareholder hears “We have not recorded a vote - good–bye” and the call
ends
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| Shareholder presses: |
Shareholder hears: |
| 1 |
“If you wish to vote for all nominees press 1. To withhold all nominees, press 2. To withhold specific nominees, press 3.” Upon selection shareholder goes to “Nominee Vote Script” |
| 2 |
Shareholder goes to “Completed Proposal Voting” Script #2 |
| Nominee Vote Script: (Trustee election proposal) |
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| Shareholder presses: |
Shareholder hears: |
| 1 |
“Proposal Voting.” Goes to “Proposal Vote Script”. |
| 2 |
“Proposal Voting.” Goes to “Proposal Vote Script”. |
| 3 |
“To withhold a nominee, enter the 2 digit number that is in
front of the name of the nominee you wish to withhold. If you are finished, enter 00.”
After each election shareholder hears: “O.K. If you wish
to withhold another nominee enter the 2 digit number that is in front of the name of the nominee you wish to withhold. If you are finished,
enter 00.”
Upon entering ‘00’ shareholder goes to “Proposal
Vote Script.”
(Continued and confirmed for each nominee(s))
See Confirm Options below. |
| Proposal Vote Script: |
| If there are not additional proposals, Shareholder hears: |
| “There are no proposals for this proxy vote.” Goes to “Completed Proposal Voting” Script 2 |
| If there are additional proposals, Shareholder hears: |
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“(There are/There is)<#Proposals> (additional) proposal[s]
to vote on.” Before each proposal the Shareholder will hear “We are ready to accept your vote for proposal <n>.”
The selections are:
For/Against/Abstain
For/Against
For/Abstain
For/Withhold
For/Against/Withhold
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| For/Against/Abstain Script: |
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“If you are voting for this proposal, press 1. If you are voting
against this proposal press 2, If you wish to abstain press 3.”
**Based on the shareholder’s selection, the prompt will confirm
their choice of [for/against/abstain] |
| For/Against Script: |
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“If you are voting for this proposal, press 1. If you are voting
against this proposal press 2.”
**Based on the shareholder’s selection, the prompt will confirm
their choice of [for/against].
See Confirm Options below. |
| For/Abstain Script: |
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“If you are voting for this proposal, press 1. If you wish to
abstain press 2.”
**Based on the shareholder’s selection, the prompt will confirm
their choice of [for/abstain].
See Confirm Options below. |
| For/Withhold Script: |
| “If you are voting for this proposal, press 1. If you wish to withhold press 2.” |
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**Based on the shareholder’s selection, the prompt will confirm
their choice of [for/withhold].
See Confirm Options below. |
| For/Against/Withhold Script: |
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“If you are voting for this proposal, press 1. If you are voting
against this proposal press 2, If you wish to withhold press 3.”
**Based on the shareholder’s selection, the prompt will confirm
their choice of [for/against/withhold].
See Confirm Options below. |
| Completed Proposal Voting: |
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Script 1: “You have completed Proposal Voting”
Script 2: “One moment, while I log your ballot. A
vote has been recorded for control number <Control Number>.”
This text will be heard following the final proposal on the voting
ballot. |
| Confirm Options: |
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“Let me confirm.” [If shareholder pressed 2 in the
“Voting” section to not vote each item individually he/she will hear: “You have elected to vote as the Board recommends”
before the vote is summarized as detailed immediately below:
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Nominee Confirmation:
Proposal Confirmation:
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[You have voted for all nominees]/
[You have voted to withhold all nominees]/
[You have voted to withhold specific
nominees. You have voted to withhold nominee ## (Repeated as necessary)]
“You have voted [For/Against/to Abstain from] Proposal ##.”
(Repeated as necessary)
|
| |
|
| Vote Logged |
Script: |
| Vote is sent to mainframe |
“If these elections are correct, press 1. To vote again, press
2. To hear your vote again, press 3.”
If shareholder presses 1: Shareholder
then goes to “Vote Another?” Script.
If shareholder presses 2: they
are directed to the “Voting” Section.
If shareholder presses 3: they
are directed to the “Confirmation Options” Section. |
| Vote Another?: |
Script: |
| Shareholder wants to/does not want to vote on another proposal. |
“If this concludes your business press 1, if you would like to vote
another proxy press 2.”
|
| |
If shareholder presses 1: “All
of your votes have been recorded by the telephone proxy voting service. Do not mail in your proxy card. Keep it as a record of your vote.
Thank you for calling. This concludes your transaction. Good–bye.”
If shareholder presses 2: Shareholder
is directed to “Enter Control Number Script” Section. |
| Error Messages: |
| Auto Proxy Unavailable Error: |
“We are sorry. The Automated Proxy Voting Service system is unavailable at this time. Please try your call again later.” |
| Meeting Date has passed: |
“Sorry, the control number you entered is no longer valid. |
| Control number no longer valid: |
“Sorry, the control number you entered is no longer valid. |
| Invalid Control Number entered 3 times: |
“Sorry, since your entry of the Control Number was invalid we are not able to process your transaction at this time. You will be able to access the system again in 24 hours.” |
FORM OF
BROADRIDGE INTERNET SCREEN SCRIPT FOR INTERNET VOTING
AND NOTICE OF INTERNET AVAILABILITY OF PROXY MATERIALS
SCREEN 1
[Prior to entering a control number at
www.proxyvote.com/proxy, shareholder sees Screen 1]
Text – (centered )
Proxy Vote
Text - centered
POWERED BY {logo} Broadridge
Text – (centered )
Make your vote count today.
Text – (centered)
Enter ProxyVote.com below with your control number or sign in.
Page is divided into 2 sections
Left hand side
Vote without signing in
Enter Your Control Number:
Input - (indented)
[box in which to enter your control number appears here]
Question mark in which circle follows the box in which to enter control
number:
If shareholder clicks “?”, a pop-up box with the following
language appears:]
Postal Mail Recipients
Please enter your control number which is labeled as such or is located
in a box with an arrow
E-Mail Recipients
Your Control Number can be found next to the field labeled “Control
Number” in the body of your email.
Forgot your control Number? Sign in or Create an Account
Centered orange box: Get Started
[If shareholder clicks on “Get Started” before inputting
a valid control number, the following error message appears:]
No control number entered: “Caution symbol” Please enter
your control number to continue.
Invalid Control number entered: “Caution Symbol” We
weren’t able to verify the control number you entered. Please re-enter the number or contact your financial institution for more
help.
Control number entered is not 13 or 16 digits: “Caution Symbol”
Control number should be 13 or 16 digits.
[If shareholder clicks on “Get Started” after inputting
a valid control number, Screen 2 appears.]
If shareholder already has a proxyvote account set up and does
not sign into their account, they will receive the following pop up message:
Blue banner with which text: !We see that you have a ProxyVote
account. Sign in below, or skip sign in to go straight to the agenda.
White X will close the pop up if shareholder chooses to sign in
If shareholder click the ‘skip sign in’ url they will be
brought directly to agenda page
If shareholder clicks link to Create an Account they are brought
to the Create an Account page.
Heading: ProxyVote logo | Powered by Broadridge
<Sign In Create
an account – White circle with blue question mark *Required Field
If shareholder clicks on the question mark the following pop up
appears
Why Create a ProxyVote Account?
You’ll be able to enter ProxyVote.com without a Control
Number and access all of the open meeting agendas you are eligible to vote.
Shareholder inputs information in white boxes
| Your first name* |
Email address* |
| Your last name* |
Choose a password* (Minimum 8 characters, 1uppercase letter, |
| |
1 lowercase letter, 1 number, 1 special character) |
| Mobile number with country code (optional) |
Re-enter password* |
White Box: By checking this box, I agree to the Terms and Conditions
for creating a ProxyVote account and to receive emails regarding my account.
When shareholder clicks the box the following pop up window opens:
ProxyVote Account Establishment Terms
This website and mobile application (“ProxyVote”),
is a service of Broadridge and its affiliates, and is offered to you conditioned upon your acceptance of the terms and conditions set
forth in the Terms of Use and Linking Policy, our Privacy StatementOpens in new window and the additional terms set forth below (the
“ProxyVote Terms”).
We operate and host ProxyVote on behalf of our bank, broker/dealer,
and issuer clients. ProxyVote is being provided as an administrative convenience to users, and the platform and its contents do not constitute
an independent solicitation by Broadridge or its clients. We may collect personal information that you provide on ProxyVote, which may
include the log-in email address and password you provide when you create an account on ProxyVote, as well as information you may provide
to “link” accounts held through multiple clients to ProxyVote. This data is being collected by Broadridge, not directly,
but on behalf of our clients, to enable us to provide services through ProxyVote. All personal information collected via ProxyVote is
Confidential Information of each client where you have an account, and Broadridge may share such information with such clients upon request.
When you create an account on ProxyVote, and “link”
any accounts held through multiple clients, you instruct Broadridge, and Broadridge will, on behalf of our clients, display data for
multiple meetings relating to different client Control Numbers assigned to you (found on your mailed Voter Instruction Form), using only
your ProxyVote log-in email address and password.
When shareholder returns to the Create an account page, they must
click the Create Account button: Orange box with white text: Create Account.
The following message appears: Green background with white text
Please verify your email. Check your email at the address you provided
and click the “Verify My Email Address” button provided to return to ProxyVote.com, where you will have access to any available
meetings. This verification will expire after 10 minutes. Didn’t receive your verification email? Resent Verification Email
Below email sample
From: registrar@proxyvote.com
Date: April 25, 2024 at 12:52:26 PM EDT
To: khoyt1107@gmail.com
Subject: Complete your ProxyVote account setup
Your account setup is almost complete!
To complete your new ProxyVote account setup, please verify
this email address by pressing the “Verify My Email Address” button below. This verification email will expire after 10 minutes.
You will be taken to a screen that displays all of the meetings
that you are currently eligible to vote, as well as links to update your settings.
Blue button with white text: Verify My Email Address
If you did not initiate this email by creating a ProxyVote account,
you may ignore this email and the new account will not be created.
| ProxyVote logo |
Powered by Broadridge |
When shareholder click the Verify my Email Address button they
are brought directly to the welcome page on proxyvote.com (Screen 2 Meeting Agenda tab)
Right hand side of the Landing Page
Sign In To Your Account
Your email address
Input - (indented)
[box in which to enter your control number appears here]
Your password
Input - (indented)
[box in which to enter your password appears here]
Forgot Your password?
If shareholder clicks the link Forgot Your password, the following
pop up appears:
Text centered: Enter Your Email Address
An email will be sent to you with a verification
code. Enter that code and your new password on the Reset Password Page.
Heading: Email address
Box in which to enter your Email address
Blue button with white text: Submit
Orange button with white text: Sign In
If shareholder signs in with incorrect email address or password
they receive the following message:
!Invalid email address and/or password. Please try again or create
an account.
Hit the X to get out of the message
If shareholder successfully enters their Email address and password
they are brought to Screen 2 by hitting the Sign In button (Orange box with white text: Sign In
What is a proxy vote? Followed by a question mark. If shareholder
clicks the ? the following pop-up opens
If shareholder does not have an account and wants to set up an
account, they can click the following:
Blue Box with white text: Create an Account
Shareholder is brought to the Create an Account page (see above
steps to create an account)
What is a proxy vote?
Public companies and mutual
funds hold shareholder meetings where key issues on business strategy or how the organization is governed are discussed. Shareholder
meeting attendees are asked to vote on issues that impact the future direction of the company or fund. And while many shareholders do
not attend these meetings, they are still able to have their voice heard by voting by proxy.
Go to www.shareholdereducation.com
to learn more.
To access materials without a control number: Click Here (link
appears here} to view Proxy Materials or Information Statements for the Fidelity funds. [If shareholder clicks on “Click here”,
they are taken to the Proxy Materials web page at materials.proxyvote.com.]
Protected by reCAPTCHA and Google’s Privacy and Terms
© 2024 Broadridge Financial Solutions, Inc. ProxyVote and
Broadridge are registered trademarks of Broadridge Financial Solutions, Inc.
CUSIP is a registered trademark of the American Bankers Association.
All other trademarks belong to their respective owners.
Links right justified
Accessibility Statement Privacy Statement Terms
of Use & Linking Policy.
SCREEN
2 – Meeting Agenda tab
Shareholder
has an account
[Upon
entering valid email address and password on page 1, shareholder sees screen 2]
Blue
banner with white text. Left Justified
Sign
In/Create Account Exit ProxyVote
If shareholder clicks
Exit ProxyVote, this pop up appears:
Text centered:
Exit ProxyVoteAre
you sure you want to sign out?
If you have any unsaved changes, they will be lost.
White button blue
text centered:
No, Cancel
If shareholder selects
No, Cancel they are brought back to voting page
Blue button white
text:
Yes, Sign Out Now >
If shareholder select
Sign Out Now they are brought back to the landing page to enter control number
Blue X in upper
right hand corner of pop up
If Shareholder clicks
blue X, Shareholder is brought back to agenda page
ProxyVote logo centered
2 tabs:
My Meetings Investor Education
Greeting: Hello,
{shareholder name}!
My Available Meetings
Enter your control
number
Blank box Blue
box with white text Get Started
If shareholder enters
a control number and hits the ‘Get Started’ button they are brought to the Agenda page
Here are the meetings
you can vote
3 tabs
Active Meetings
Recently Voted Meetings
Past Meetings –
Note: Shareholder
is in the Active Meetings tab which is underlined
Search active meetings
- Shareholder can enter their control number here. This will not populate unless shareholder does have other
active meetings.
Blank box with magnifying
glass symbol
The following meetings
are available now for you to vote. They are ordered by voting deadline date.
To access other
meetings you may link a new investment account or enter a control number above.
If shareholder click
the ‘link a new investment account’ url, they are brought to the My Settings page.
Text Centered: My
Settings
These settings will
apply to all your linked accounts across any investment entities you have associated with ProxyVote.com
My Account is underlined
and active
First name
{shareholders name}
Last name
{shareholders last
name}
Email address
{shareholder email
address}
Mobile number (optional)
Will be displayed
if previously provided
Password
***** (masked)
Blue button white
text: small pencil icon Edit
Shareholder can
update their account information above
Linked Accounts
Financial institutions named
here if applicable
Linked by method
of linking an account. Either by control number or by email address
Account number ********
(masked) icon unlink
If shareholder clicks
the unlink icon the following pop up message appears
Unlink Account
Are you sure you
want to unlink this account? This action cannot be undone.
| White box blue
text: No, cancel |
Blue box white
text Yes, unlink this account |
Dark bolded line
Blue circle with
white + Add a new email address linked to another investment account
When shareholder
click the +
Enter a new email
address
White box
Blue Submit button
Blue circle with
white +
Add a control number
linked to another investment account
Enter your control
number
White box to input
Enter postal code
Which box to input
Blue submit button
| Fund name |
Blue button with
white text: Vote> |
Meeting
Voting Deadline:
MM DD, YYYY
Control # xxxxxxxxxxxxxxxx
When shareholder
hits the Vote button they are brought to the Agenda page for voting
If shareholder selects
the Recently Voted Meetings tab
Message displayed
if not applicable: You have no recently voted Meetings
If shareholder has
a meeting they recently voted on
Fund name
Meeting
Control # xxxxxxxxxxxxxxxx
If there are no
recently voted meetings the message displayed is: You have no recently voted meetings
If shareholder selects
the Past Meetings tab
Search past meetings
Blank box with magnifying
glass symbol
The following meetings
are now closed. They are ordered by meeting date.
| Fund Name |
Blue button with
white text: Review Your Vote> |
Meeting Date: mm
dd, yyyy
Control # xxxxxxxxxxxxxxxx
If shareholder clicks
the Review Your Vote button they are brought to the agenda page for that control number.
SCREEN 2 – Meeting Agenda tab
Shareholder does not have an account and entered
their control number on Page 1
Text Centered – Grey Banner
Applicable {FIDELITY FUND NAME} for a single control number or {Blank}
upon entering a consolidated control number
{Tabs - Centered}
| My Meetings |
Meeting Agenda |
Learn Before You Vote |
Meeting Agenda Tab is underlined. This is the current view
Learn Before You Vote Tab brings shareholder to Screen 3
Text - (Centered)
[YYYY] [year of shareholder meeting appears
here] Special Meeting
To be held [DAY, MONTH DD, YYYY] [initial or subsequent
adjourned meeting date appears here]
Meeting Agenda
Not Voted / Voted
Vote by {Month DD, YYYY} 11:59 p.m. EDT / EST
Documents to Review Before You Vote: {Question mark
in blue circle)
Upon clicking question mark: In advance of a
meeting of shareholders, the company is required to provide proxy materials digitally or physically to all shareholders, including information
in the proxy statement regarding items to be considered at the meeting.
ICON {Piece of paper with folded right corner}
One ICON represents each applicable document e.g.,
Proxy statement, Prospectus
Hyperlink to Proxy Statement
Pop up appears upon clicking on materials link:
This link will open a page outside of ProxyVote.com
Don’t worry - ProxyVote.com
will remain open in this window for you to return and finish your session.
Shareholder click blue X to exit pop up
White box blue text – Cancel
- Pop up window closes
Blue box white text – Continue >
- Shareholder is brought to proxy material
Notice and Access link to request materials
Hyperlink underlined: Request Printed Materials for this
Meeting >
Pop Up box Opens
Blue X in right hand corner will close this box.
Request Printed Materials
The following documents will be delivered to the mailing address
you have on file for this account:
Radio Button with applicable materials {Proxy Statement}
Open Box Deliver printed documents for all meetings associated
with your account.
A check mark populates when shareholder clicks this box
Hyperlink in white text in blue box: Send Printed Documents
>
After selecting the Send Printed Documents link the following
box opens
Your request for materials has been submitted. Green check within
a green circle
Blue X in right hand corner will close this box
If shareholder makes additional request for hard copy the following
message appears in red text preceded by a red triangle caution symbol: You have a pending request on file.
Text - (left justified)
Proposal(s)
| Text - (left justified) |
Text right justified (if not consolidated) |
| Mark your selections below, using the options on the right
side of the page. |
Shares available: x.xxxxx |
Text (left justified) if Consolidated control number:
Grey Banner
You have multiple investments which are grouped together and can
be voted the same way or voted individually.
Vote Options are right justified
Radio button Group Proposals Radio
Button Vote Individually
*see below for details
| 01. [Title of proposal will be inserted]. |
|
| Text - (left justified) |
|
| Vote Board of Trustees: |
|
| |
Text (right justified) |
| |
Box: Vote Trustees individually* |
| |
Radio Button For All Radio Button Withhold All |
| [Name of nominee for Trustee election] |
|
| [Name of nominee for Trustee election] |
|
| [Name of nominee for Trustee election] |
|
| Board Recommendation: For |
|
| [If shareholder selects the “Vote
Trustees Individually” button, the Trustee list is expanded as shown below: |
| |
|
| [Name of nominee for Trustee election] |
[FOR][WITHHOLD] |
| Board Recommendation: For |
|
| |
|
| [Name of nominee for Trustee election] |
[FOR][WITHHOLD] |
| Board Recommendation: For |
|
| |
|
| [Name of nominee for Trustee election] |
[FOR][WITHHOLD] |
| Board Recommendation: For |
|
| 02. [Title of proposal will be inserted]. |
|
| Text - (left justified) |
Radio Buttons Right
Justified: For Against Abstain |
| Board Recommendation: [For / Against] |
|
| |
|
| 03. [Title of proposal will be inserted]. |
|
| Text - (left justified) |
Radio Buttons Right
Justified: For Against Abstain |
| Board Recommendation: [For / Against] |
|
| |
|
| 04. [Title of proposal will be inserted]. |
|
| Text - (left justified) |
Radio Buttons Right
Justified: For Against Abstain |
| Board Recommendation: [For / Against] |
|
| Right justified: X within a circle
– Reset. If this button is selected pop up message appears: Click this icon to reset your voting choice |
| |
|
| For Proxy Cards |
| |
|
| Text right justified |
|
By
clicking Submit Vote, I am hereby appointing a proxy
When shareholder clicks link to ‘appointing
a proxy’ the following pop up appears. Click Blue “X” to close |
| |
|
| Text Centered: |
Appointee
Designation
Click the submit vote button to sign and submit
your proxy vote and to appoint [Name of Chairman], [Name of Proxy Agent], and [Name of Independent Trustee Proxy Agent], or any one
or more of them, attorneys, with full power of substitution to vote all Fund shares that you are entitled to vote. |
| |
|
| |
Right justified Blue Box: “Submit Vote”
button |
| |
|
| |
|
| Shareholder will exit by clicking the blue X |
|
| Return to the Meeting Agenda page |
|
*If shareholder selects: Vote Individually button, the Fund
Names will populate
Text Left justified
FIDELITY FUND NAME
Control # XXXXXXXXXXXX1234
| 01. [Title of proposal will be inserted]. |
|
| Text - (left justified) |
|
| Vote Board of Trustees: |
|
| |
Text (right justified) |
| |
Box: Vote Trustees individually |
| |
Radio Button For All Radio Button
Withhold All |
| Election of Trustee: [Name of nominee for Trustee election] |
|
| Election of Trustee: [Name of nominee for Trustee election] |
|
| Election of Trustee: [Name of nominee for Trustee election] |
|
| Board Recommendation: For |
|
| |
|
| [If shareholder selects the “Vote
Trustees Individually” button, the Trustee list is expanded as shown below: |
| |
| 1. Vote Board of Trustees: |
|
| Election of Trustee: [Name of nominee for Trustee election] |
|
| Board Recommendation: For |
|
| |
[FOR][WITHHOLD] |
| |
|
| Election of Trustee: [Name of nominee for Trustee election] |
|
| Board Recommendation: For |
|
| |
[FOR][WITHHOLD] |
| |
|
| Election of Trustee: [Name of nominee for Trustee election] |
|
| Board Recommendation: For |
|
| |
[FOR][WITHHOLD] |
| |
|
| 02. [Title of proposal will be inserted]. |
|
| Text - (left justified) |
Radio Buttons Right Justified: For Against Abstain |
| Board Recommendation: [For / Against] |
|
| |
|
| 03. [Title of proposal will be inserted]. |
|
| Text - (left justified) |
Radio Buttons Right Justified: For Against Abstain |
| Board Recommendation: [For / Against] |
|
| |
|
| 04. [Title of proposal will be inserted]. |
|
| Text - (left justified) |
Radio Buttons Right Justified: For Against Abstain |
| Board Recommendation: [For / Against] |
|
| |
|
| Right Justified - Button with Blue Text |
|
| Reset All |
|
| When shareholder click Reset All, pop up appears: |
|
Reset
All Proposals.
This will clear all the voting choices you have made
so far on this page. Are you sure you want to continue?
|
| White box – blue text: No Cancel |
Blue box – white text – Yes, Reset All |
| |
|
For
Consolidated: If Fund is not voting on a proposal, the non- applicable proposals will be
displayed as follows:
Text left justified |
| |
| {proposal #} Proposal text: Not Applicable |
{No
voting buttons} |
| |
|
| |
|
| For Proxy Cards Text
right justified |
| |
|
By
clicking Submit Vote, I am hereby appointing a proxy
When shareholder clicks link to ‘appointing
a proxy’ the following pop up appears. Click Blue “X” to close |
| |
|
| |
|
Text
Centered:
Appointee Designation
Click the submit vote button to sign and submit
your proxy vote and to appoint [Name of Chairman], [Name of Proxy Agent], and [Name of Independent Trustee Proxy Agent], or any one
or more of them, attorneys, with full power of substitution to vote all Fund shares that you are entitled to vote. |
| |
|
| Right justified Blue Box: “Submit
Vote” button |
| |
|
| If shareholder leaves a proposal unvoted the following
pop up appears: |
|
Text centered
Just a moment…
We noticed that you left at least one proposal unvoted. Please
note that any unvoted proposals will be counted as voting with the Board of {Trustees}
Shareholder can select blue X to exit the pop up
Shareholder can select Submit. If Submit is selected,
the shareholder is sent back to the Thank you Page Screen 4.
Text - (centered)
{copyright symbol} 2023 Broadridge Financial Solutions, Inc. ProxyVote
and Broadridge are registered trademarks of Broadridge Financial Solutions, Inc.
CUSIP is a registered trademark of the American Bankers Association. All
other trademarks belong to their respective owners.
Links - (right justified)
Accessibility Statement Privacy Statement Terms
of Use & Linking Policy
SCREEN 3 – Learn Before You Vote Tab
Blue banner with white text. Left Justified
Control #************1234 Sign Out
See Screen 2 for Sign Out button functionality
Text Centered
Applicable {FIDELITY FUND NAME} for a single control number or {Blank)
upon entering a consolidated control number or clicking the smartlink from their email.
2 Tabs open
Meeting Agenda tab Learn Before Your Vote
Learn Before You Vote tab is underlined. This is the active page
YYYY Special Meeting
To be held Day, Month DD, YYYY {Meeting Date}
Documents to Help You Learn Before You Vote {Blue
Circle with question mark}
If shareholder clicks the “?”, a pop-up
box with the following language appears:]
In advance of a meeting of shareholders, the company
is required to provide proxy materials digitally or physically to all shareholders, including information in the proxy statement regarding
items to be considered at the meeting.
{Text: Centered}
Be more informed before making your vote count. Download
and read these helpful documents to learn more about the proposals we’re asking our shareholders to vote on.
ICON – Piece of paper with folded right hand
corner
Hyperlink to Proxy materials
One ICON represents each applicable document e.g.,
Proxy statement, Prospectus
Notice and Access link to request materials
Hyperlink underlined: Request Printed Materials for this
Meeting >
Pop Up box Opens
Blue X in right hand corner will close this box.
Request Printed Materials
The following documents will be delivered to the mailing address
you have on file for this account:
Radio Button with applicable materials {Proxy Statement}
Open Box Deliver printed documents for all meetings associated
with your account.
A check mark populates when shareholder clicks this box
Hyperlink in white text in blue box: Send Printed Documents
>
After selecting the Send Printed Documents link the following
box opens
Your request for materials has been submitted. Green check within a green
circle
Blue X in right hand corner will close this box
If shareholder makes additional request for hard copy the following
message appears in red text preceded by a red triangle caution symbol: You have a pending request on file.
Proxy Card Text Centered:
Appointee Designation
Click the submit vote button to sign and submit your
proxy vote and to appoint [Name of Chairman], [Name of Proxy Agent], and [Name of Independent Trustee Proxy Agent], or any one or more
of them, attorneys, with full power of substitution to vote all Fund shares that you are entitled to vote.
Footer Text (Centered)
© 2023 Broadridge Financial Solutions, Inc.
ProxyVote and Broadridge are registered trademarks of Broadridge Financial Solutions, Inc.
CUSIP is a registered trademark of the American Bankers Association. All other trademarks belong to their respective owners.
Links right justified:
Accessibility Statement Privacy Statement Terms of Use & Linking Policy
Screen 4 - Vote Submission Page
[Upon casting a vote by clicking “SUBMIT VOTE”
on Screen 2, shareholder sees Screen 4]
Text - (Centered)
YYYY Special Meeting
To be held Day, Month DD, YYYY
Voted
Thank you for voting!
Your selections have been submitted successfully
(Applicable for Other Investments)
Please scroll down to see additional positions are
available for voting.
Box with Printer Icon – Blue text: Print
My Voting Choices Blue Box with white text Back to Agenda >
If shareholder chooses Print My Voting Choices,
the Print box opens and shareholder proceeds to print the page
If shareholder chooses Back to Agenda button shareholder
is brought back to Voting Screen 2.
Text within Box – Would you like to receive an email with
your voting choices?
Label: Your email address
Box where shareholder enters their email address
Blue Box with white text: Send Email >
After shareholder enters their email address pop up box opens: The
email with your voting choices has been sent. Green circle with green checkmark.
Shareholder clicks the blue X to close the window
Box where shareholder can enter another control number.
Label: Enter another control number
Box where shareholder enters the control number
Blue box with white text: Vote This Control Number >
After shareholders enters their next control number, they are brought
back to the Agenda page
Text centered:
More options for this meeting (if applicable)
Enter another control number followed by blank box Blue Box with White
Text: Vote This Control Number>
The following centered text appears for unvoted positions:
[Lists unvoted accounts with the same TIN and email address
as the control number just voted]
| Text centered: |
|
| You have other active meetings
to vote: |
| |
|
| |
|
| Text left justified |
Right Justified |
| Fidelity Funds – YYYY Special Meeting |
|
| Meeting to be held {Month Day, YYYY} |
Blue Box: Vote> |
| Control # XXXXXXXXXXXX3456 |
|
| |
|
| Fidelity Funds – YYYY Special Meeting |
|
| Meeting to be held {Month Day, YYYY} |
Blue Box: Vote> |
Control # XXXXXXXXXXXX7890
Upon choosing the Vote> button, shareholder is brought to the voting
page. Only applicable proposals appear.
If E-delivery shareholder has additional proxies to vote, the following
will appear:
Text
centered:
You have other active meetings to vote: |
| |
|
| Text left justified |
Right justified Blue box with white text: |
| Fidelity Funds – YYYY Special Meeting |
|
| Meeting to be held {Month Day, YYYY} |
Blue Box: Vote> |
| Control # XXXXXXXXXXXX3456 |
|
Upon choosing the Vote> button, shareholder is brought to the voting
page. Only applicable proposals appear.
The following centered text appears for voted positions in jobs whose
meeting date is in the future
| |
|
| Review or Change your recently
voted meetings: |
| |
|
| Text left justified |
Right justified Blue box with white text: |
| Fidelity Funds – YYYY Special Meeting |
|
| Meeting to be held {Month Day, YYYY} |
Blue Box: Review/Change> |
| Control # XXXXXXXXXXXX3456 |
|
| |
|
| |
|
| If shareholder selects Review / Change button
shareholder is brought back to Screen 2 Voting Page |
| |
|
| The following centered text appears for positions in meetings that are now closed. These disappear one week after meeting date |
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| Fidelity Funds – YYYY Special Meeting |
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| Meeting to be held {Month Day, YYYY} |
Blue Box: Review |
| Control # XXXXXXXXXXXX3456 |
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Text centered: Thank you for Voting!
Shareholder can select Back to Agenda
FIDELITY FUND NAME
YYYY Special Meeting
Meeting to be held Month DD, YYYY
Control # XXXXXXXXXXXX1234
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Fidelity funds
Proxy Materials
| Proxy
Dated |
Trust
Name: Fund Name(s) |
Link(s) |
| [MM,
DD, YYYY][Date of Proxy Inserted here] |
[Trust
Name:
Fund Name(s)
Inserted Here] |
[Links
to Letter, Q&A, Notice, Proxy Statement, Prospectus, Additional Solicitation Material,
and Information Statement
Inserted Here,
as applicable] |
| [MM,
DD, YYYY][Date of Proxy Inserted here] |
[Trust
Name:
Fund Name(s)
Inserted Here] |
[Links
to Letter, Q&A, Notice, Proxy Statement, Prospectus, Additional Solicitation Material,
and Information Statement
Inserted Here,
as applicable] |
| [MM,
DD, YYYY][Date of Proxy Inserted here] |
[Trust
Name:
Fund Name(s)
Inserted Here] |
[Links
to Letter, Q&A, Notice, Proxy Statement, Prospectus, Additional Solicitation Material,
and Information Statement
Inserted Here,
as applicable] |
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©2023 Broadridge Financial Solutions, Inc. ProxyVote and Broadridge
are registered trademarks of Broadridge Financial Solutions, Inc. CUSIP is a registered trademark of the American Bankers Association.
All other marks belong to their respective owners.
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VOTE
RECORD EMAILS
EZ
VOTE Consolidated – Vote each account individually
Vote
Trustees as a group & Individually
SUBJECT
LINE: Here are your voting choices
From:
registrar@proxyvote
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| Thanks
for voting! |
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| {EXPANDED FUND NAME} |
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| YYYY Special Meeting |
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| To be held Day, Month DD, YYYY |
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received on {Month DD, YYYY at Hour:minute} p.m. ET. |
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{EXPANDED
FUND NAME}
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#: xxxxxxxxxxxxxxxx |
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Election of Trustees: Trustee One
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Election of Trustees: Trustee Two
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Election of Trustees: Trustee Three
You
Voted: For / Withhold
You
Voted: For / Withhold
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You Voted: For / Against / Abstain
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You Voted: For / Against / Abstain
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Voted: For / Withhold
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Election of Trustees: Trustee Two
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Voted: For / Withhold
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Election of Trustees: Trustee Three
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| 02. This is Proposal Two. |
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Voted: For / Against / Abstain |
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your vote? Voting is open until Month DD, YYYY 11:59 p.m. ET |
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| Vote Record
- Single Account - Vote Directors Individually |
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SUBJECT:
Here are your voting choices
From:
Registrar@proxyvote.com
To:
{shareholder}
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| Thanks
for voting! |
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| {EXPANDED FUND NAME} |
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| YYYY Special Meeting |
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| To be held Day, Month DD, YYYY |
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| Your voting directions for this meeting (Control
Number: xxxxxxxxxxxxxxxx) were received on {Month DD, YYYY} at {Hour:minute} a.m. / p.m. ET. |
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| Here’s how you voted: |
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Shares
available: x |
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| 01. Vote Board of Trustees: |
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Election of Trustee: Name One
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Election of Trustee: Name Two
You
Voted: For / Withhold
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Voted: For
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Election of Trustee: Name Three
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Voted: For / Withhold
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02.
This is Proposal 2
You
Voted: For / Against / Abstain
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You
Voted: For |
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your vote? Voting is open until {Month DD, YYYY} 11:59 p.m. ET |
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Proxy Voting Q&A posted on institutional.fidelity.com
Learn More
| • | When will I receive the information I need to vote? |
| • | How can I submit a proxy vote? |
| • | I consented for eDelivery of proxy materials, is it possible to receive hard copy paper materials instead? |
| • | I used to enter a control number when voting proxy, why is this now no longer required? |
| • | I voted and I would like to change my vote, is this possible? |
| • | When can I expect to receive proxy materials? |
Q: What is Proxy Voting?
A:
Mutual Funds may hold special meetings of shareholders to seek approval
of changes to fund services or policies that require shareholder approval. As a shareholder, you are entitled to vote on these important
matters. You could, if you wanted, attend the shareholder meeting to cast your vote, or you could cast a proxy vote, which allows you
to cast your vote through the mail, over the telephone, or online. This way, your vote can be counted without you having to attend the
meeting.
Q: When will I receive the information I need to vote?
A:
A proxy statement, which provides details regarding the meeting and the
management and shareholder proposals, if any, that will be voted on at the meeting, is provided to shareholders before the meeting is
held. The proxy statement may be sent to you via U.S. mail, or email, if you have consented to electronic delivery, or you may receive
a notice linking you to a website where you can review it online.
Q: How can I submit a proxy vote?
A:
You may submit a proxy vote through U.S. mail, over the telephone, or online,
based on the instructions contained in the proxy statement. Votes must be submitted prior to the close of voting in order to be counted.
Please vote your shares promptly. Your vote is extremely important, no matter how large or small your holdings may be. Please note, online
and telephone voting is available up until 11:59 PM EST on the day prior to the scheduled
meeting. In order to vote on the day of the meeting, you must attend the meeting.
Q: I consented for eDelivery of proxy materials, is it possible to receive
hard copy paper materials instead?
A:
By consenting to eDelivery, you have agreed to online receipt of important
proxy materials. You can request a written copy of the proxy materials by clicking on “Request copy of shareholder materials,”
on the same screen you are prompted to vote your shares. To request a written copy of any Fidelity Advisor Fund or Fidelity Fund proxy
material via telephone, please call 877-208-0098. If you would like to change your eDelivery preferences for future proxy materials, click
here to update your information or change your delivery method.
Q: I used to enter a control number when voting proxy, why is this now
no longer required?
A:
By using institutional.fidelity.com to access the online voting site, a
secure transaction with your control number information has been established and the control number is no longer required to securely
complete this transaction.
Q: I voted and I would like to change my vote, is this possible?
A:
Yes, you can vote again using the “Voted” link in the “Action”
column as long as voting is still open for that holding. The latest vote cast will be recorded and the “Last Action Taken”
date will update. If you do not complete the process of re-voting, the last vote cast remains on record.
1059179.2
RD_13569_26751
Past performance is no guarantee of future results.
Unless otherwise expressly disclosed to you in writing, the information
provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary
basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular
to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or
under the Employee Retirement Income Security Act of
1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and
its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial
interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution,
and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment
services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or
your client’s individual situation and reach out to an investment professional, if applicable.
Registered investment products (including mutual funds and ETFs) and collective
investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered
broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity
Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New
Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with
FIAM and compensated for such services.
Before investing have your client consider the funds’, variable
investment products’, exchange-traded products’, or 529 Plans’ investment objectives, risks, charges, and expenses.
Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your
client read it carefully.
The use of the term “advisor(s)” throughout this site
shall refer to both investment advisors and broker dealers as a collective term.
Proxy Voting Q&A posted on fidelity.com
Proxy Voting by Shareholders of Fidelity Funds
Thank you for investing with Fidelity!
A mutual fund is an investment company, and your
investment in shares of a Fidelity mutual fund makes you a shareholder of the fund. As a shareholder, you are entitled to vote on matters
presented at a fund’s shareholder meeting.
Mutual funds, like other companies, hold shareholder
meetings to present and discuss important management decisions that require shareholder input, including proposed changes to fund services
or certain policies.
| • | You are entitled to one vote for each dollar of net asset value you own. |
The Trustees of your Fidelity Fund— most
of whom are not affiliated with Fidelity—are responsible for considering your interests as a shareholder.
| • | One privilege of a mutual fund shareholder is to participate in electing the Trustees for your Fidelity Fund. |
| • | In turn, the Trustees, after careful review, may request your vote on other proposals that affect the fund and your investment in
it. |
We believe that voting by proxy online or by phone
is the most convenient way for you to participate in a Fidelity Fund vote.
| • | You can cast a proxy vote online, over the telephone, or through postal mail. |
| • | That way, your vote can be counted without your having to attend the meeting in person. |
| • | Or you may attend a shareholder meeting to vote in person. |
We appreciate your placing your trust in Fidelity,
and thank you for allowing us to help you achieve your financial goals.
+ Expand all - Collapse all
Frequently Asked Questions
| + | When will I receive the information I need to vote? |
| + | How can I submit a proxy vote? |
| + | I consented for eDelivery of proxy materials—is it possible to receive hard copy paper materials instead? |
| + | I used to enter a PIN when voting proxy—why is this no longer required? |
| + | I voted and I would like to change my vote—is this possible? |
| + | Who are “Computershare”, “Broadridge” and D.F. King? |
| + | How can I opt out of telephone calls about shareholder proxy voting? |
Frequently Asked Questions
- What is proxy voting?
When your vote is requested on proposals that affect the fund and your investment
in it, you could, if you wanted, attend the shareholder meeting in person—or you could vote by proxy online or by phone. This way,
your vote can be counted without your having to attend the meeting in person.
Top
-When will I receive the information I need to vote?
A proxy statement, which provides details regarding the meeting and the
management and shareholder proposals, if any, that will be voted on at the meeting, is provided to shareholders before the meeting is
held. The proxy statement may be sent to you via U.S. mail or email, if you have consented to electronic delivery, or you may receive
a notice linking you to a website where you can review it online.
Top
-How can I submit a proxy vote?
You may submit a proxy vote through U.S. mail, over the telephone, or online,
based on the instructions contained in the proxy statement. Votes must be submitted prior to the close of voting in order to be counted.
Please vote your shares promptly. Your vote is extremely important, no matter how large or small your holdings may be.
Top
-I consented for eDelivery of proxy materials—is it possible to receive
hard copy paper materials instead?
By consenting to eDelivery of proxy, you have agreed to online receipt of
important proxy materials. To request a written copy of any Fidelity Fund proxy materials via telephone please call 800-343-3548. On the
voting screen, you may also choose to change your eDelivery preferences for future proxy campaigns.
Your retirement benefit plan account
mail preferences for statements, prospectuses, proxies and other benefit information will apply to your Fidelity BrokerageLink®
Account. You may change this electronic delivery default for your BrokerageLinkSM account at any time by logging on to NetBenefits
and updating your mail preferences. [if shareholder clicks on the “log in” icon a window appears where they can log in
to NetBenefits and update their mail preferences.]
Top
-I used to enter a PIN when voting proxy—why is this no longer required?
By using Fidelity.com to access the online voting site, a secure transaction
with your control number information has been established and the PIN is no longer required to securely complete this transaction.
Top
-I voted and I would like to change my vote—is this possible?
Yes, you can vote again using the “Voted” link in the Action
column as long as voting is still open. The latest valid vote cast will be recorded and the Last Action Taken date will update. If you
do not complete the process of re-voting, the last vote cast remains on record.
Top
Does my vote matter?
Your vote is extremely important, no matter how large or small your holdings
may be.
In order to take action at a Fidelity Funds shareholder meeting, a quorum
must be achieved. Quorum is achieved when a sufficient number of shareholders are represented in person or by proxy at the shareholder
meeting. If quorum is not achieved, the meeting may adjourn to a future date.
Fidelity and/or a third-party proxy vendor attempts to reach shareholders
via multiple mailings or emails to remind them to cast their votes. As the meeting date approaches, phone calls may be made to shareholders
who have not yet voted.
Voting your shares immediately when you receive notification will help the
meeting achieve quorum and minimize additional expense and efforts to contact you by email or phone to solicit your vote.
Top
-Who are “Computershare”, “Broadridge” and D.F.
King?
The shareholder proxy voting process is typically managed on behalf of the
Fidelity funds by a proxy vendor. Fidelity may hire a third-party proxy vendor to call shareholders and record proxy votes. Computershare,
Broadridge and D.F. King are examples of third-party proxy vendors that may have been retained by the Fidelity Funds.
Top
-How can I opt out of telephone calls about shareholder proxy voting?
Please call Fidelity at 800-343-3548 to make this request.
Top
Log Into Your Accounts For Proxy Materials (if
any)Log In Required . [if shareholder clicks on the “log in” icon a window appears where they can log in to NetBenefits
for proxy materials.]
620855.8.0
Proxy Help posted on institutional.fidelity.com
Proxy Materials Table

Proxy Type/Control Number
This column explains what type of shareholder meeting is taking place, and
provides you with a unique control number that you'll need to confirm your identity to submit a proxy vote. You might be asked to insert
a security code in addition to the control number.
Due Date
The Due Date column reflects the meeting date minus one day. If you would
like to cast a proxy vote online or by telephone, you will have the opportunity to do so up until 11:59 PM EST on the day prior to the
scheduled meeting. If you would like to vote on the day of the meeting, you may do so by attending the meeting.
Status
The status column tells you which action you can take for a particular meeting,
whether it's casting a vote (Vote), changing a vote (Voted), or Meeting Closed.
Last Action Taken
This column shows the date on which you last voted or changed your vote,
regardless of the method you used to submit your vote – by mail, telephone, or online.
913167.3
RD_13569_26752
Past performance is no guarantee of future results.
Unless otherwise expressly disclosed to you in writing, the information
provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary
Proxy Help posted on institutional.fidelity.com
basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular
to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or
under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives
may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products
or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of
these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before
making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client's individual
situation and reach out to an investment professional, if applicable.
Registered investment products (including mutual funds and ETFs) and collective
investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered
broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity
Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New
Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with
FIAM and compensated for such services.
Before investing have your client consider the funds', variable investment
products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus
or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.
The use of the term "advisor(s)" throughout this site shall
refer to both investment advisors and broker dealers as a collective term.