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November 11, 2011

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September 30, 2011

E-Delivery

We provide clients wishing to convert to online notifications with the necessary tools to do so. Clients must make the request to convert to online communications. We cannot do this for you.

Unfortunately, many mutual fund companies simply do not provide the option to receive communications online. Below is a list of companies that do currently provide this service.

Mutual Securities, Inc. allows for online delivery of many communications via their website. You will need a personally generated account number to log onto this site. We do not have this account number. You can find your account number on a page inserted into each of your paper communications (see below for example). Signing up at this site will stop the majority of your hard copy notifications.

Some mutual fund companies allow you to opt-in to their e-delivery systems at their websites. If you find you are still receiving mailed communications after signing up at Investor Delivery, please check the list below for your securities. This list will be updated as additional mutual fund companies institute e-delivery systems.

Other Participating Mutual Funds

Franklin, Templeton, and Mutual Discovery Funds (FRIAX, TEDSX, FCISX, etc.)

Artisan Funds (ARTJX)