DEFA14A 1 mdt-form.htm

SCHEDULE 14A INFORMATION

Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934
(Amendment No.______)

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IMPORTANT NOTICE REGARDING YOUR INVESTMENT IN:

Hancock Horizon Burkenroad Small Cap Fund

PLEASE VOTE NOW

WE MUST RECEIVE YOUR VOTE BY SEPTEMBER 10, 2021

 

Recently, we sent you proxy material regarding a special meeting of shareholders scheduled for 10:00 a.m. Eastern Time on September 10, 2021. Our records indicate that we have not received your voting instructions.

 

We urge you to vote as soon as possible in order to allow the Fund to obtain a sufficient number of votes to hold the meeting as scheduled. Join your fellow shareholders and vote today!

 

 

If you have any questions or would like to vote, please call the number listed below:

 

1-855-742-8272

 

Your vote is important no matter the number of shares you own. Please vote promptly so your vote can be received by the September 10, 2021 special meeting of shareholders.

 

 

The Fund has made it very easy for you to vote. Choose one of the following methods:

 

Vote live with a Proxy Specialist – You may cast your vote live with a proxy specialist, Monday through Friday 9:00 a.m. to 10:00 p.m. ET, and have proxy related questions answered by calling toll free: 1-855-742-8272.

Vote via the InternetYou may cast your vote using the Internet by logging onto the Internet address located on your proxy ballot(s) and following the instructions on the website. www.proxyvote.com

Vote by Touch-Tone Phone – You may cast your vote by telephone by calling the toll-free number found on the proxy ballot(s) that you received.

 

Vote by MailYou may cast your vote by signing, dating and mailing your proxy ballot(s) in the postage prepaid return envelope that was previously provided to you.

 

THANK YOU FOR VOTING

 

 

 

 

 

 

 

Solicitation Script

 

Hancock Horizon Burkenroad Small Cap Fund

Meeting Date: September 10, 2021

Toll Free Number: 855-742-8272

 

Inbound Greeting:

Thank you for calling the Broadridge Proxy Services Center for the Hancock Horizon Burkenroad Small Cap Fund. My name is <Agent Name>. How may I assist you today?

 

General Outbound Greeting:

Good day, may I please speak with Mr./Ms. <shareholder’s full name> as it appears on registration>?

 

Hello Mr./Ms. <Shareholder’s Last Name>. My name is <agent name> and I am a proxy voting specialist calling on behalf of Hancock Horizon Burkenroad Small Cap Fund to confirm you have received the proxy materials for the Special Meeting of Shareholders scheduled for September 10, 2021. Have you received the proxy materials?

 

Near Meeting Date Outbound Greeting:

Good day, may I please speak with Mr./Ms. <shareholder’s full name> as it appears on registration>?

 

Hello Mr./Ms.<shareholder’s last name>. My name is <agent name> and I am a proxy voting specialist calling on behalf of Hancock Horizon Burkenroad Small Cap Fund to confirm that you have received the proxy materials for the Special Meeting of Shareholders scheduled in just a few days on September 10, 2021. Have you received the proxy materials?

 

Adjournment Outbound Greeting:

Good day, may I please speak with Mr./Ms. <shareholder’s full name> as it appears on registration>?

 

Hi Mr. /Ms. <shareholder’s last name>. My name is <Agent Name> and I am a proxy voting specialist calling on behalf of your current investment with Hancock Horizon Burkenroad Small Cap Fund. Due to the lack of shareholder participation, the Special Meeting of Shareholders has been adjourned to <date/time>. Have you received the proxy materials?

 

Voting:

Your board has recommended a vote IN FAVOR of the proposal.  Would you like to vote along with the recommendations of the board for all of your accounts?

Thank you, I am recording your <for, against, abstain> vote. For confirmation purposes, please state your full name.

 

And according to our records, you currently reside in <read street address, city, and state > is that correct? For confirmation purposes, please state your zip code.

 

Thank you. You will receive a confirmation of your voting instructions within 5 days. If you have any questions, please contact us at this toll-free number 855-742-8272.

 

Mr./Ms. <Shareholder’s Last Name>, your vote is important, and your time is appreciated. Thank you and have a good <day, evening, night>.

 

If unsure of voting or does not want to vote along with the recommendation of the Board:

Would you like me to review the proposal with you? <After review, ask them if they would like to vote now over the phone>.

 

If not received/requesting material to be re-mailed:

I can resend the proxy materials to you, or I can review the proposal with you and record your vote immediately by phone. <Pause for response>

 

After review, ask them if they would like to vote now over the phone:

Your Board recommends that you vote “FOR” the proposal. Would you like to vote along with the recommendations of the Board for all your accounts?

 

If they don’t want proposal reviewed:

Do you have an email address this can be sent to? <If yes, enter the email address in the notes and read it back phonetically to the shareholder.>

 

Thank you.  You should receive the proxy materials shortly and the materials will inform you of the methods available to cast your vote, one of which is to call us back at 855-742-8272.

 

If not interested:

I am sorry for the inconvenience. Please be aware that as a shareholder, your vote is very important. Please fill out and return your proxy card at your earliest convenience. If you would rather not do that, you can always vote via the other methods outlined in the proxy materials. Thank you again for your time today and have a wonderful day/evening.

 

Registered holder wants a new proxy card/or their control number <send complete contact information name, address, control #, & shares to Broadridge>:

Your control number can be found on your proxy card. I can arrange to have a new proxy card sent to you. However, I can record your voting instructions right now so that it will be represented at the upcoming meeting.  Your board is recommending that you vote FOR the proposal.

 

 

 

Beneficial holder wants a new VIF/or their control number:

Your control number can be found on your Vote Instruction Form. You can contact your broker/financial advisor and they can arrange to have a new voting instruction form sent to you.  However, I can record your voting instructions right now so that it will be represented at the upcoming meeting.  Your board is recommending that you vote FOR the proposal.

 

ANSWERING MACHINE MESSAGE:

Hello, my name is <Agent Name> and I am a proxy voting specialist calling on behalf of Hancock Horizon Burkenroad Small Cap Fund. You should have received proxy materialss electronically or in the mail concerning the Special Meeting of Shareholders to be held on September 10, 2021.

 

Your vote is very important. Please sign, date and promptly mail your proxy card in the postage-paid envelope provided. Internet and telephone voting are also available. To vote over the Internet please follow the instructions provided in the proxy materials. If you have any questions, would like to vote over the telephone or need new proxy materials, call toll-free at 855-742-8272 and a proxy voting specialist will assist you. Specialists are available Monday through Friday, 9AM to 10PM Eastern Time. Voting takes just a few moments and will benefit all shareholders. Thank you for your prompt attention to this matter.

 

 

AUTOMATED ANSWERING MACHINE MESSAGE:

Hello, this is the Broadridge Proxy Services Center calling with an important message on behalf of Hancock Horizon Burkenroad Small Cap Fund. You should have received proxy materials electronically or in the mail concerning the Special Meeting of Shareholders to be held on September 10, 2021.

 

Your vote is very important. Please sign, date and promptly mail your proxy card in the postage-paid envelope provided. Internet and telephone voting are also available. To vote over the Internet please follow the instructions provided in the proxy materials. If you have any questions, would like to vote over the telephone or need new proxy materials, call toll-free at 855-742-8272 and a proxy voting specialist will assist you. Specialists are available Monday through Friday, 9AM to 10PM Eastern Time. Voting takes just a few moments and will benefit all shareholders. Thank you for your prompt attention to this matter.

 

INBOUND - CLOSED RECORDING:

Thank you for calling the Broadridge Proxy Services Center. Our offices are now closed. Please call us back during our normal business hours which are, Monday through Friday, 9AM to 10PM Eastern Time. Thank you.

 

INBOUND - CALL IN QUEUE MESSAGE:

Thank you for calling the Broadridge Proxy Services Center. Our proxy specialists 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.

 

END OF CAMPAIGN MESSAGE:

Thank you for calling the Broadridge Proxy Services Center. The Shareholder meeting has been held and as a result, this toll-free number is no longer in service for proxy related calls. If you have questions about your investment, please contact your Financial Advisor or the fund company directly. Thank you and have a nice day.