UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 14A INFORMATION
Proxy Statement Pursuant to Section 14(a) of the
Securities Exchange Act of 1934 (Amendment No.___)
Filed by the Registrant [x]
Filed by a Party other than the Registrant [ ]
Check the appropriate box:
| [ ] | Preliminary Proxy Statement |
| [ ] | Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) |
| [ ] | Definitive Proxy Statement |
| [x] | Definitive Additional Materials |
| [ ] | Soliciting Material under §240.14a-12 |
Symmetry Panoramic Trust
(Name of Registrant as Specified In Its Charter)
(Name of Person(s) Filing Proxy Statement, if other than the Registrant)
Payment of Filing Fee (Check the appropriate box):
| [x] | No fee required. |
| [ ] | Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11. |
| (1) | Title of each class of securities to which transaction applies: | |
| (2) | Aggregate number of securities to which transaction applies: | |
| (3) | Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined): | |
| (4) | Proposed maximum aggregate value of transaction: | |
| (5) | Total fee paid: | |
| [ ] | Fee paid previously with preliminary materials. |
| [ ] | 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. |
| (1) | Amount Previously Paid: | |
| (2) | Form, Schedule or Registration Statement No.: | |
| (3) | Filing Party: | |
| (4) | Date Filed: | |
Hi and Hello,
The Board of the Symmetry Panoramic Trust nominated a new slate of Trustees at their October 24, 2023 meeting. This change in the Board requires the approval of the shareholders of the Panoramic funds via proxy vote. As such, your clients may receive electronic or written communications on the proxy vote and voting procedures in the near future. Many shareholders, however, will not receive the proxy materials if they hold their shares with one of our omnibus custodial partners who vote proxies for their custodial clients.
The proxy was filed with the SEC last week and contains the details of the proxy vote.
We set-up a dedicated number, (833)-795-8493, set up for proxy information (not voting).
Shareholders can vote by internet, phone, or by mail, using the instructions on the proxy voting card. Click here for a sample.
Please encourage your clients to vote their proxy.
Sincerely,
John B. McDermott, Ph.D.
President, Symmetry Panoramic Trust
Chief Investment Strategist, Symmetry Partners LLC
Symmetry Funds
Inbound Info Agent Only
Meeting Date: December 26, 2023
Toll Free Number: 833-795-8493
INBOUND GREETING:
Thank you for calling the Broadridge Proxy Services Center for the Symmetry Funds. My name is <Agent Name> on a recorded line. How may I assist you today?
If Unsure of voting:
Would you like me to review the proposal with you? <Once questions have been answered using the proxy materials provided, review the voting options available.>
IF NOT RECEIVED/REQUESTING MATERIAL TO BE RE-MAILED
I can have another proxy statement sent to you via e-mail. Please provide your complete e-mail address.
Should you have any questions once you have received and reviewed the material, please contact us at
1-833-795-8493 between the hours of 9:00am and 10:00pm Monday through Friday Eastern Time.
VOTING OPTIONS:
To vote please follow the instructions provided to you on your ballot.
To vote by Internet
1) Read the Proxy Statement and have the proxy card at hand.
2) Go to website www.proxyvote.com
3) Follow the instructions provided on the website.
To vote by Telephone
1) Read the Proxy Statement and have the proxy card at hand.
2) Dial the phone number noted on your ballot.
3) Follow the instructions as prompted.
Your vote is important, and your time is appreciated. Thank you and have a good day/evening.
INBOUND - CLOSED RECORDING:
Thank you for calling the Broadridge Proxy Services Center. Our offices are now closed. Please call us back during our normal business hours which are, Monday through Friday, 9AM to 10PM Eastern Time. Thank you.
INBOUND - CALL IN QUEUE MESSAGE:
Thank you for calling the Broadridge Proxy Services Center. Our proxy specialists are currently assisting other shareholders. Your call is important to us. Please continue to hold and your call will be answered in the order in which it was received.
END OF CAMPAIGN MESSAGE:
Thank you for calling the Broadridge Proxy Services Center. The Shareholder meeting has been held and as a result, this toll-free number is no longer in service for proxy related calls. If you have questions about your Funds accounts, please contact your investment professional. Thank you.
CC HOURS (EASTERN TIME): Monday through Friday, 9AM to 10PM
