Fidelity Private Investment Program

Voice Over: In a world that seems full of distractions, where people’s attention spans seem to be getting shorter and shorter, the wealth you’ve accumulated over time deserves full attention, focus and a measured investment discipline.

SUPERS: FOCUSED. DISCIPLINED. PROFESSIONALS.

Voice Over: Experts who do one thing and one thing only: professional money management. Giving your money an institutional-style investment management approach.

SUPERS: Institutional-style management approach

Voice Over: That’s where Fidelity’s Private Investment Program shines, by helping you achieve your long-term investment goals.

SUPERS: FIDELITY PRIVATE INVESTMENT PROGRAM

Voice Over: For established and savvy investors like you who prioritize value over the long haul, it’s a

SUPERS: PRIORITIZE VALUE OVER THE LONG HAUL

Voice Over: service-oriented program built on an institutional-style investment

SUPERS: SERVICE-ORIENTED

Voice Over: management approach. We offer a custom portfolio service that allows you and your advisor to select pools which are automatically rebalanced, based on your chosen frequency, to keep your investment strategy on track.

SUPERS: CUSTOM PORTFOLIO SERVICE

Voice Over: This program is designed around carefully selected and constructed pools aiming to achieve specific goals or objectives. In addition, our tiered pricing

SUPERS: TIERED PRICING

Voice Over: structure is based on investment levels. Whether you have $250K or over $10M, there are progressive pricing benefits where fees drop as investment amounts increase.

SUPERS: FEES DROP AS INVESTMENT AMOUNTS INCREASE.*

Voice Over: You’ll gain exposure to non-traditional asset classes, tax-smart options and a focus on risk management.

SUPERS: NON-TRADITIONAL. TAX-SMART. RISK MANAGEMENT.

Voice Over: You’ve earned the right to expect this premium level of service, such as enhanced account reporting, plus access to a dedicated client services team.

SUPERS: PREMIUM SERVICE

Voice Over: Discover how Fidelity Private Investment Program could support your investment objectives.

SUPERS: FIDELITY PRIVATE INVESTMENT PROGRAM (WORDMARK)

Voice Over: You’ve worked hard to get ahead. We’re here to help you stay ahead.

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SUPERS: fidelity.ca/PIP

Disclosure:

*As at April 4, 2023, investors in Fidelity Private Investment Program may qualify for reduced pricing through combined management and administration fee rebates (class) or distributions (trust) before sales tax (“fee rebates”). For the Pools, the amount of the fee reduction is based on the amount invested in each Pool and begins on the first dollar over $250,000 invested. Fee reductions apply only on that portion of assets that fall within the specified tier. For example, if an investor holds $1 million in Series B shares of an equity Pool, then the reductions apply as follows: zero for the first $250,000 in assets; five basis points on that portion of assets above $250,000 and below $500,000; ten basis points on that portion of assets greater than $500,000 up to $1 million. Please reference the Pool’s Prospectus for Private Investment Program financial grouping rules.

Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds and ETFs. Please read the mutual fund’s 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.

Certain Class Funds are closed to new purchases and switches for registered plans, except for existing systematic transactions. Certain other Class Funds are not recommended for registered plan investors and registered plan investors should consider the trust fund equivalent for these Class Funds instead. Registered plan investors should also be aware that certain Class Funds may, from time to time bear an income tax expense which will reduce returns. Please read the fund facts for further details.

The statements contained herein are based on information believed to be reliable and are provided for information purposes only. Where such information is based in whole or in part on information provided by third parties, we cannot guarantee that it is accurate, complete or current at all times. It does not provide investment, tax or legal advice, and is not an offer or solicitation to buy. Graphs and charts are used for illustrative purposes only and do not reflect future values or returns on investment of any fund or portfolio. Particular investment strategies should be evaluated according to an investor’s investment objectives and tolerance for risk. Fidelity Investments Canada ULC and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered.

This information is for general knowledge only and should not be interpreted as tax advice or recommendations. Every individual’s situation is unique and should be reviewed by his or her own personal legal and tax consultants.

© 2023 Fidelity Investments Canada ULC. All rights reserved. Fidelity Investments is a registered trademark of Fidelity Investments Canada ULC.