Filed by Franklin Value Investors Trust
on behalf of Franklin Small Cap Value Fund
Pursuant to Rule 425 under the Securities Act of 1933.
Subject Company: Franklin Value Investors Trust on behalf of
Franklin All Cap Value Fund
File No. 333-207715
Franklin All Cap Value Fund | Meeting Date: March 11th, 2016 | ||
Outbound Script | Toll-Free #: 1-844-700-1421 | ||
Greeting: | |||
Hello, is Mr./Ms._______________ | available? | ||
IF YES: | IF Stockholder NOT AVAILABLE: | ||
Hi Mr./Ms. _____________, my name is | Is there a better time to reach Mr./Ms._____________? | ||
____________________and I am calling on a recorded line on | (IF YES) Make note & set up call back time. | ||
behalf of your investment in the Franklin All Cap Value | |||
Fund. The fund sent you proxy materials requesting | |||
that you vote your eligible shares prior to the upcoming | |||
Special Shareholder's meeting scheduled to be held on | |||
March 11th, 2016. | |||
Your Board of Directors has recommended you vote | |||
YES on the proposal and we are calling to ask if you | |||
would like to vote along with the recommendations of | |||
the board? | |||
IF YES: | IF Not sure how to vote | ||
Thank you. For the record, would you please state your | You may cast a FOR vote, an AGAINST vote or an | ||
full name and mailing address? | ABSTAIN vote on the proposal. | ||
Again, my name is _____________, a proxy voting | How would you like to cast your vote on the proposal? | ||
specialist on behalf of Franklin All Cap Value Fund. | |||
Today’s date is___________ | and the time is | Thank you. For the record, would you please state your | |
_______________Eastern Time. | full name and mailing address? | ||
Mr./Ms. _____________, I have recorded your [FOR] | Again, my name is _____________, a proxy voting | ||
vote, in accordance with the Board’s recommendation | specialist on behalf of the Franklin All Cap Value Fund. | ||
with respect to the proposal as set forth in the proxy | |||
materials you received. | |||
We will be mailing you a written confirmation of your | Today’s date is________________ | and the time is | |
vote within 72 hours. | ______________________Eastern Time. | ||
If you wish to make any changes you may contact us by | Mr./Ms. _____________, I have recorded your vote to | ||
calling 1-844-700-1421, Monday-Friday 9am-6pm EST. | (repeat vote intention) with respect to the proposal as | ||
Thank you very much for your time and your vote. We | set forth in the proxy materials you received. We will be | ||
hope you have a great day/evening. | mailing you a written confirmation of your vote within | ||
72 hours. | |||
If you wish to make any changes you may contact us by | |||
calling 1-844-700-1421, Monday-Friday 9am-6pm EST. | |||
Thank you very much for your time and your vote. We | |||
hope you have a great day/evening. |
What I am being asked to vote on? |
Proposal 1: : |
1. To approve a Plan of Reorganization between the Franklin All Cap Value Fund and the Franklin Small Cap Value |
Fund. |
If materials not received: |
I can resend the materials to you. Do you have an email address this can be sent to? |
(IF YES: Type email addresses in the notes and read it back phonetically to the Stockholder) |
(IF NO: Continue with standard script)Can you please verify your mailing address?(Verify entire address, including street name, |
number, town, state & zip) |
Thank you. You should receive these materials shortly. Included in the email will be instructions to inform you of the |
methods available to you to cast your vote, one of which is to call us back at 1-844-700-1421, Monday-Friday 9am- |
6pm EST. |
When & Where: |
The Special Shareholder's meeting is scheduled to be held at 11:00 am ET, on March 11th, 2016, at The Offices of the All Cap |
Value Fund's Investment Manager, 55 Challenger Road, Ridgefield Park, NJ 07660. |
How can I vote? |
Beneficial Holders: |
Touch tone voting call 1-800-690-6903 |
Log on to www.proxyvote.com and follow the |
on screen instructions provided. |
Registered Holders: |
Touch Tone Voting: Call 1-800-830-3542 |
Log on to www.2voteproxy.com/ft and follow the |
on screen instructions provided. |
Mail: |
PROXY TABULATOR |
PO BOX 55909 |
BOSTON, MA 02205 9100 |
Franklin All Cap Value Fund | Meeting Date: March 11th, 2016 | |
Inbound Script | Toll-Free #: 1-844-700-1421 | |
Greeting: | ||
Hello, thank you for calling the Franklin All Cap Value Fund proxy information line. My name is _____________, may I | ||
have your name please? | ||
Thank you Mr./Ms._____________. Are you calling regarding the upcoming Special Shareholder's meeting? | ||
IF YES: | IF NO: | |
The Board of Trustees recommends a vote “FOR” the | How may I help you today? (Go to Q&A to answer | |
proposals. | any questions.) | |
Would you like to vote along with the Board's | If a non-proxy related question, respond: | |
recommendation? | Mr./Ms. _____________. I apologize I do not have access | |
to that information; please feel free to call Franklin All | ||
Thank you. For the record, would you please state | ||
Cap Value Fund directly at 1-800-342-5236. | ||
your full name and mailing address? | ||
Again, my name is _____________, a proxy voting | ||
specialist on behalf of Franklin All Cap Value Fund. | ||
Today’s date is | ___________and the time is | |
Eastern Time. | ||
Mr./Ms. _____________, I have recorded your [FOR] | ||
vote, in accordance with the Board’s recommendation | ||
with respect to the proposal as set forth in the proxy | ||
materials you received and we will be mailing you a | ||
written confirmation of your vote within 72 hours. | ||
If you wish to make any changes you may contact us | ||
by calling 1-844-700-1421. Thank you very much for | ||
your participation and have a great day/evening. | ||
IF Not sure how to vote, You may cast a FOR vote, an AGAINST vote or an ABSTAIN vote on the proposal. | ||
How would you like to cast your vote on the proposals? | ||
Thank you. For the record, would you please state your full name and mailing address? | ||
Again, my name is _____________, a proxy voting specialist on behalf of Franklin All Cap Value Fund. | ||
Today’s date is | and the time is____________ | Eastern Time. |
Mr./Ms. _____________, I have recorded your vote to (repeat vote intention) with respect to the proposal as set forth | ||
in the proxy materials you received. We will be mailing you a written confirmation of your vote within 72 hours. | ||
If you wish to make any changes you may contact us by calling 1-844-700-1421. Thank you very much for your time and | ||
your vote. We hope you have a great day/evening. | ||
What I am being asked to vote on? | ||
Proposal 1: |
1. To approve a Plan of Reorganization between the Franklin All Cap Value Fund and the Franklin Small Cap Value Fund.
If materials not received: |
I can resend the materials to you. Do you have an email address this can be sent to? |
(IF YES: Type email addresses in the notes and read it back phonetically to the Stockholder) |
(IF NO: Continue with standard script)Can you please verify your mailing address?(Verify entire address, including street |
name, number, town, state & zip) |
Thank you. You should receive these materials shortly. Included in the email will be instructions to inform you of the |
methods available to you to cast your vote, one of which is to call us back at 1-844-700-1421, Monday - Friday 9am- |
6pm EST. |
When & Where: |
The Special Shareholder's meeting is scheduled to be held at 11:00 am ET, on March 11th, 2016, at The Offices of the All Cap |
Value Fund's Investment Manager, 55 Challenger Road, Ridgefield Park, NJ 07660. |
How can I vote? |
Beneficial Holders: |
Touch tone voting call800-690-6903 |
Log on to www.proxyvote.com and follow the |
Registered Holders: |
Touch tone voting call800-830-3542 |
Log on to www.2voteproxy.com/ft and follow the |
on screen instructions provided. |
Mail: |
PROXY TABULATOR |
PO BOX 55909 |
BOSTON, MA 02205 9100 |
Franklin All Cap Value Fund | Meeting Date: March 11th, 2016 |
Answering Machine Message | Toll-Free #: 1-844-700-1421 |
AUTOMATED ANSWERING MACHINE MESSAGE | |
Hello, we are calling with an important message on behalf of Franklin All Cap Value Fund. You | |
should have received proxy materials in the mail concerning the upcoming Meeting of | |
Shareholders to be held on March 11th, 2016. | |
Your participation is very important. To vote over the telephone, call toll-free at 1-844-700-1421 | |
and a proxy voting specialist will assist you with voting your shares. | |
Specialists are available Monday through Friday, 9am to 6pm Eastern Time. Voting takes just a | |
few moments and will benefit all shareholders. Thank you for your prompt attention to this | |
matter. |
Franklin All Cap Value Fund | Meeting Date: March 11th, 2016 |
End Of Campaign Message | Toll-Free #: 1-844-700-1421 |
End Of Campaign Message | |
Thank you for calling the BFDS Proxy Line on behalf of Franklin All Cap Value Fund. The Special | |
Meeting of Shareholders has been held and as a result, this toll free number is no longer in | |
service for proxy related shareholder calls. | |
If you have questions about your Franklin All Cap Value Fund account, please contact your | |
Financial Advisor or call Franklin All Cap Value Fund directly at 1-800-342-5236. Thank you for | |
investing with Franklin All Cap Value Fund. |