FOR ADVISOR USE ONLY.

Fidelity Preferred Program is an innovative pricing solution that will help you build and simplify your business. We’ll automatically move your clients to the best available discount pricing tier for which they qualify. As your clients’ assets grow, their discounts grow. We do the work, reducing administration for you.

Program features include:

n Clients automatically move to the discount pricing tier for which they qualify.

n Family account grouping – regardless of address.

n All Fidelity assets are used to determine pricing tier.

n Discounts priced back to the first dollar invested.

n Pricing protection from negative market action.

n Available on most of Fidelity’s mutual funds and portfolios.

EXTENDED FAMILY GROUPING

Grouping accounts and consolidating assets is better for everyone. An individual who qualifies can extend his or her pricing to other family members – even if they don’t reside at the same address. Once the group’s Fidelity assets add up to $500,000, we’ll extend discounted pricing to everyone in the group.

New accounts can be added at any time, regardless of asset level. For example, an RESP account with $500 can be added to the group and will receive the same discounts as an account with $1 million.

Not only does this approach to account grouping make financial sense for your clients, but it also opens the door to building lasting intergenerational relationships with other family members.

AUTO-CONVERSION

With auto-conversion, we’ll automatically convert your clients into the appropriate discount pricing tier. This innovative solution reduces your administrative burden and allows you to focus on what matters most – serving the needs of your clients.

We’ll do the work for you to make sure that your clients get the best price available. Series B assets automatically convert into the appropriate Series E tier; and, Series F assets automatically convert into the appropriate Series P tier. All you have to do is deliver the good news.

BEST AVAILABLE PRICE

To benefit from the new discount pricing tiers, an individual must have assets of $250,000 with Fidelity. The entry minimum for the program can be spread across any combination of Fidelity Funds and accounts, regardless of series.

Once investors reach or pass an asset threshold, their assets are automatically switched into the next appropriate discount pricing tier. This discounted pricing is then applied across all accounts and is priced back to the very first dollar invested – not just on the excess amount above the tier threshold.

HIGH WATERMARK PRICING

There are plenty of ways to get to better pricing tiers, including adding assets, grouping accounts and positive market movements. Negative market movements will not move clients to a lower pricing tier. The only way that clients move down a pricing tier is by redeeming assets or ungrouping linked accounts. This high watermark pricing approach is designed as a fair way to protect your clients against downward market movements.

*SPOUSE INCLUDES COMMON-LAW PARTNER.

ANY COMBINATION OF THE ABOVE, WITH THE PRIMARY, THAT RESULTS IN

$500,000

PRIMARY

$250,000

CHILDOR

CHILD'S SPOUSE

GRANDCHILDOR

GRANDCHILD'SSPOUSE

CORPORATION

SPOUSE*

For advisor use only. No recipient is authorized to pass this communication on to any other person whatsoever or reproduce it by any means without the prior written consent of Fidelity.Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds and ETFs. Please read the mutual fund or ETF’s prospectus, which contains detailed investment information, before investing. Mutual funds and ETFs are not guaranteed. Their values change frequently, and investors may experience a gain or a loss. Past performance may not be repeated.Please see the Fidelity Funds simplified prospectuses for more details on Fidelity Preferred Program, including the eligibility requirements.© 2020 Fidelity Investments Canada ULC. All rights reserved. All trademarks are the property of Fidelity Investments Canada ULC.

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FIC-350166 07/20 144631-v2020617 61.111438E

For more information about Fidelity Preferred Program, talk to your Fidelity representative or visit www.fidelity.ca/preferred