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Summary Prospectus

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Clearing Firms

The RightProspectus system tracks SEC filings to assure that only the most current, accurate prospectuses are delivered in a graphic rich format to investors. Add this service to your existing prospectus delivery program.

Key features

Audit reports to confirm that information has been delivered to the investor
Tracking mechanisms for e-mail and traditional printed prospectuses
Customer data management and consent collection
Print suppression and web presentment
E-mail services and reporting

Key advantages

Reduce costs: Reduces operational burden associated with in-house printing and managing the process of receiving and sending documents manually.
All-in-one: Provides complete, up-to-date information that is delivered on time, every time with the RR Donnelley brand behind the entire process.
Stay in compliance - Delivers via print and e-mail the most current prospectuses, with up-to-date tracking information on what has been sent, received, and opened
Be more efficient - Easy-to-use pre-sale prospectus delivery and tracking system available in the marketplace for print and e-mail delivery.

Enhanced First Dollar Prospectus Delivery
RightProspectus brings new functionality, reliability, and efficiency to first dollar prospectus delivery, building upon RR Donnelley's unparalleled support of point-of-sale, annual, and ongoing prospectus delivery without adding cost and administrative burden.

First Dollar orders are generated through a daily data feed, and then analyzed to determine if the order should be digitally printed, picked from inventory or electronically delivered to investors. This process eliminates the need to print, warehouse and fulfill large, unwieldy "all-books."

Value-Added Communication Solution
RightProspectus is another example of the value-added communications solutions only RR Donnelley can provide, with our extensive industry expertise, 140-plus years of experience, and our enormous global footprint. RightProspectus takes the optimized production and delivery of prospectuses to a new level.

Peace of Mind

By ensuring that we are delivering the most current fund prospectuses, RightProspectus let's you relax, knowing that your information needs are being met with accuracy and timeliness.
RightProspectus eliminates regulatory non-compliance by always proving your investors with the most current prospectus.
By speeding up the dissemination and confirmation of mutual fund information, RightProspectus facilitates faster more efficient transactions.

Benefits of Compliance

The RightProspectus product ensures the availability of the most accurate and up-to-date Fund-family branded prospectuses whenever you need them. This mitigates your risk and increases the efficiency of delivering the right information on the right investment at the right time.
Now you can produce and track prospectus information the way you need it - either in printed or electronic format.

An Integrated Solution for Your Business
Flawless Execution: The best technology and most advanced printing capabilities in the industry aren't worth anything if the process isn't executed with the utmost dispatch and accuracy. That's why we speak with enormous pride about our unrivaled track record of producing and delivering over 35,000,000 fund documents in the last three years - accurately and on time every time - via our optimization process.

The Strength of RR Donnelley: With the introduction of RightProspectus, RR Donnelley continues the 140-year tradition of delivering critical information to investors. The unsurpassed scale of RR Donnelley gives us the ability to offer multifaceted production platforms that provide the most cost-efficient solutions available in the industry today. Our vast logistics network combined with the expertise we have gained as the largest commercial customer of the U.S. Postal Service enable us to take the greatest advantage of postal discount opportunities.

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