SCHEDULE 14A
PROXY STATEMENT
PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934
Filed by Registrant [X]
Filed by 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 Pursuant to Rule 14a-11c or Rule 14a-12
KOBREN INSIGHT FUNDS
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(Name of Registrant as Specified in Its Charter)
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(Name of Person(s) Filing Proxy Statement)
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, my name is________ and this is a courtesy call from ADP. I am a proxy
representative calling for ___________ on behalf of the Delphi Value Fund in
regards to his/her investments. Is he/she available?
WHEN CORRECT SHAREHOLDER COMES ON THE LINE:
Hi Mr./Ms.____________ , my name is____________ and I am calling from
ADP since you are a shareholder in the Delphi Value Fund. Recently you
were mailed proxy materials for the upcoming special meeting of
shareholders scheduled for October 19th, 2005. Have you received this
material?
IF THE SHAREHOLDER ANSWERS:
Hi Mr./Ms._____________ , I am calling from ADP because you are a
shareholder in the Delphi Value Fund. Recently you were mailed proxy
material for the upcoming special meeting of shareholders scheduled for
October 19th, 2005.
HAVE YOU RECEIVED THIS MATERIAL?
IF NOT RECEIVED:
I can resend the voting material to you. You should receive it within 3
to 5 business days. Or, I'd be happy to email it to you right away.
Once received and reviewed there are several options for you to place
your vote. You may use the automated system, the number is
1-800-690-6903, or vote online at www.proxyweb.com, you may also call
us directly at 1-877-256-6082 or if you like we can schedule a call
back for a later date.
IF NO (REGARDING RE-MAILING):
Mr./Ms._________________ may I please verify your mailing address or
email address so I may send you another copy of this material?
VERIFY ADDRESS AND MAKE ANY CHANGES.
The new package should be received within 3-5 business days.
Mr./Ms.______________ would you like me to reschedule a call back in a
few days after you have had a chance to review the material? (IF HIGH
SHARE BALANCE, RESCHEDULE WITHOUT ASKING) WE WILL GIVE YOU A CALL BACK
WITHIN A WEEK ONCE YOU HAVE HAD TIME TO REVIEW THE MATERIAL. THANK YOU
FOR YOUR TIME AND HAVE A GREAT DAY/EVENING.
IF RECEIVED:
Have you had a chance to review the material and are there any
questions I can answer for you? (USE PROXY STATEMENT TO ANSWER ALL
QUESTIONS.)
If you have no (further) questions, would you like to take this
opportunity to place your vote with me now over the phone?
IF SHARES WERE SOLD AFTER AUGUST 10TH, 2005 ):
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Since you were a shareholder on the date of record, which was August 10th, you
are still entitled to cast your vote. If you would like, I can go over the proxy
material with you now and assist you in placing your vote.
IF YES HOUSEHOLD:
The process will only take a few moments.
1. I will introduce myself again and give the date and time.
2. I will then ask your permission to record your vote.
3. At that point, I will ask you to verify your full name and
mailing address, city, state and zip code to confirm ownership
of your account.
May I take your vote now?
Thank you, for your protection this phone call will be recorded.
My name is_____________ from ADP on behalf of the Delphi Value Fund.
Today's date is_________________and the time is__________E.T.
Mr./Ms._____________ do I have your permission to record your vote?
FOR THE RECORD, WOULD YOU PLEASE STATE YOUR FULL NAME AND FULL MAILING ADDRESS?
IF YES CORPORATE:
This process will only take a few moments.
1. I will introduce myself again and give the date and time.
2. I will ask your permission to record your vote.
3. Then I will ask you to verify your full name and your
company's full mailing address, city, state, and zip code.
4. Finally I will ask you to confirm that you are authorized to
vote on this account.
MAY I TAKE YOUR VOTE NOW?
Thank you, for your protection this phone call will be recorded.
My name is__________ from ADP on behalf of the Delphi Value Fund.
Today is__________________and the time is__________________E.T.
Mr./Ms._______________ do I have your permission to record your vote?
FOR THE RECORD, WOULD YOU PLEASE STATE YOUR FULL NAME AND COMPANY MAILING
ADDRESS?
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ARE YOU AUTHORIZED TO VOTE THESE SHARES?
THE BOARD HAS UNANIMOUSLY APPROVED THE PROPOSAL SET FORTH IN THE MATERIAL YOU
RECEIVED AND RECOMMENDS A FAVORABLE VOTE FOR THE PROPOSAL. DO YOU WISH TO
SUPPORT THE BOARD'S RECOMMENDATION FOR EACH OF YOUR ACCOUNTS?
FOR FAVORABLE VOTE:
Mr./Ms.____________ I have recorded your vote as follows, for all of
your Delphi Value Fund accounts you are voting the Board's
recommendation in favor of the proposal as set forth in the proxy
materials you received, is that correct?
FOR NON-FAVORABLE VOTE:
Mr./Ms.____________ I have recorded your vote as follows, for all of
your Delphi Value Fund accounts you are voting against the proposal as
set forth in the proxy materials you received, is that correct?
RECORD ALL VOTES AS SHAREHOLDER REQUESTS AND CONFIRM BY READING BACK THEIR
CHOICES.
Within the next 72 hours we will mail you a written confirmation of
your vote. If we have not recorded your information correctly or if you
wish to change your vote, please call us toll free at 1-877-256-6082 to
let us know. Also, please be aware that your vote cannot be changed
after 11:59 pm ET on October 18th, 2005. Thank you very much for your
participation and have a great day/evening.
IF NOT INTERESTED:
Sorry for the inconvenience today. Please be aware that as a
shareholder your vote is important. Please fill out your proxy card at
your earliest convenience, sign it, date it and mail it back in the
prepaid envelope. Or, if you wish, you can vote over the phone with an
automated system at 1-800-690-6903 or on the Internet at
www.proxyweb.com. You will need the control number on your proxy card,
which is the shaded number on your proxy card. Thank you again for your
time today, and have a wonderful day/evening.
IF YES:
Thank you very much Sir/Madame, we will give you a call back at your
convenience on at o'clock your time. Should you have any further
questions prior to our call back, please feel free to call ADP at
1-877-256-6082. Thank you for your time and have a great day/evening.
IF NO:
Sorry for the inconvenience today, but we would like to ensure you,
that as a shareholder, your vote is important. Please vote your shares
by filling out the proxy card, signing and dating it or if you would
like to vote by phone, you may do so by calling us at 1-877-256-6082 or
an automated system at 1-800-690-6903. You can also go on the Internet
and vote there at www.proxyweb.com. Please understand that you have the
opportunity to vote on this important proposal. Thank you for your time
and participation today and have a good day/evening.
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ANSWERING MACHINE MESSAGE:
Hello, my name is ____________________ and I am a proxy representative
for ADP on behalf of the Delphi Value Fundcalling in regards to your
investments. You should have received material in the mail recently
concerning the Special meeting of shareholders to be held on October
19th, 2005.
Your vote is very important. You can provide your vote quickly and
easily by touchtone phone, Internet or by mail. Your proxy card has all
of the details or you may call us toll free at 1-877-256-6082 to answer
any questions you may have and to cast your vote directly over the
phone.
Thank you in advance for your time and have a great day/evening.
INBOUND - CLOSED RECORDING
Thank you for calling the Delphi Value Fund shareholder meeting
information line. Our offices are now closed. Please call us back
during our normal business hours - which are, Monday through Friday,
9:30AM - 9:00PM and Saturday 10:00AM - 6:00PM ET. Thank you and have a
nice day.
INBOUND - CALL IN QUEUE MESSAGE
Thank you for calling the Delphi Value Fund shareholder meeting
information line. All of our representatives 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.
Message to all shareholders reached: MIS-ADP HIRED BY KOBREN INSIGHT FUNDS
MIS-ADP has been hired by the Kobren Insight Funds as solicitor for the
Special Meeting of shareholders on October 19, 2005 for an estimated
fee of $___4,700_____________.