UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 14A
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 | o |
Check the appropriate box:
| o | Preliminary Proxy Statement |
| o | Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) |
| o | Definitive Proxy Statement |
| x | Definitive Additional Materials |
| o | Soliciting Material Pursuant to § 240.14a-12 |
(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):
o | 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: |
o | Fee paid previously with preliminary materials. |
o | 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.: |
| Muhlenkamp Fund Proxy Call Script |
| (CONFIRM RECEIPT OF PROXY MATERIAL) |
Good (morning, afternoon, evening), my name is (AGENT’S FULL NAME).
May I please speak with (SHAREHOLDER’S FULL NAME)?
(Re-Greet If Necessary)
I am calling on behalf of your current investment with Muhlenkamp Fund.
You were recently sent proxy materials for the Special Meeting of Shareholders scheduled to take place on August 26, 2014. Have you had the opportunity to review this information?
(Pause for response)
| If “Yes” or positive response:If you’re not able to attend the meeting, I can record your voting instructions by phone. You do have the option of voting in any manner, however, your Board of Trustees is recommending a vote “In Favor” of the proposal. | |
| If “No” or negative response:I would be happy to review the meeting agenda with you and record your vote by phone. Before I review the proposal with you, please be informed that although you do have the option of voting in any manner your Board of Trustees is recommending a vote “In Favor” of the proposal and you may follow their recommendation at this time. | |
Would you like to vote “In Favor”, “Against”, or “Abstain”?
(Pause For Response)
(Review Voting Options with Shareholder If Necessary)
If we identify any additional accounts you hold in Muhlenkamp Fund before the meeting takes place, would you like us to vote those accounts in the same manner as well?
(Pause For Response)
*Confirmation – I am recording your (Recap Voting Instructions). For confirmation purposes:
· | Please state your full name. (Pause) |
· | According to our records, you reside in (city, state, zip code). (Pause) |
· | To ensure that we have the correct address for the written confirmation, please state your street address. (Pause) |
Thank you. You will receive written confirmation of this vote within 3 to 5 business days. Upon receipt, please review and retain for your records. If you should have any questions, please call the toll free number listed on this confirmation. Mr. /Ms. ___________, your vote is important and your time is greatly appreciated. Thank you and have a good (morning, afternoon, evening.)
I don’t want to vote:
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FOR INTERNAL DISTRIBUTION ONLY | Updated 7-29-2014 |
| Muhlenkamp Fund Proxy Call Script |
| (CONFIRM RECEIPT OF PROXY MATERIAL) |
You do have the option of casting an “Abstain” vote which is neither in favor of nor against the proposal but does ensure your shares are represented at the meeting. Would you like to abstain at this time?
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FOR INTERNAL DISTRIBUTION ONLY | Updated 7-29-2014 |