SPECIAL MEETING IMPORTANT DATES
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SPECIAL MEETING LOCATION
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Record Date
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DECEMBER 11, 2020
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PRINCIPAL OFFICE OF THE SERIES
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Approximate
Mail Date
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DECEMBER 23, 2020
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TWO INTERNATIONAL PLACE
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Meeting Date
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FEBRUARY 18, 2021
@ 11:30 AM (ET)
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BOSTON, MASSACHUSETTS 02110
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ADDITIONAL INFORMATION
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CONTACT INFORMATION
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Tickers
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NOT INCLUDED
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Inbound Line
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1-866-864-3926
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CUSIPs
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PAGES 6-7
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Website
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https://www.proxy-direct.com/evf-31793
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**Capitalized terms not defined herein
have the meaning set forth in the Proxy Statement**
What are Shareholders being asked
to vote on?
PROPOSAL 1: To approve a new investment
advisory agreement for each Series with Eaton Vance
Management (“Eaton Vance”)
or Boston Management and Research (“BMR”), as applicable;
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1A.
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(Eaton Vance Floating-Rate Fund, Eaton Vance Floating-Rate Advantage
Fund, Eaton Vance Atlanta Capital SMID-Cap Fund, Eaton Vance Income Fund of Boston, and Eaton Vance Short Duration Government Income
Fund)To approve a new investment advisory agreement with Eaton Vance Management or Boston Management and Research, as applicable,
to serve as the Series’s investment adviser;
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1B.
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(Eaton Vance Global Macro Absolute Return Advantage Fund) To approve
a new investment advisory and administrative agreement with Eaton Vance Management to serve as the Series’s investment adviser
and administrator;
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PROPOSAL 2: To approve a new investment
sub-advisory agreement with the noted sub-adviser for each applicable Series listed under Proposal 2 in the Proxy Statement;
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2A.
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(Eaton Vance Income Fund of Boston)To approve a new investment
sub-advisory agreement with Eaton Vance Advisers International Ltd. to serve as the Series’s investment sub-adviser;
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2E.
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(Eaton Vance Atlanta SMID-Cap Fund)To approve a new investment
sub-advisory agreement with Atlanta Capital Management Company, LLC to serve as the Series’s investment sub-adviser;
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PROPOSAL 3: To provide voting instructions
to each applicable Investing Fund with respect to the approval of a new investment advisory agreement with Eaton Vance or BMR,
as applicable, to serve as investment adviser to the Underlying Funds in which such Investing Fund invests;
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3A.
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(Eaton Vance Floating-Rate Fund, Eaton Vance Floating-Rate Advantage
Fund, and Eaton Vance Global Macro Absolute Return Advantage Fund) To provide voting instructions to each applicable Series, each
of which invests pursuant to a master-feeder arrangement, with respect to the approval of a new investment advisory agreement with
Boston Management and Research to serve as investment adviser to the Portfolio in which such Series invests;
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PROPOSAL 1: To approve a new investment
advisory agreement for each Series with Eaton Vance Management (“Eaton Vance”) or Boston Management and Research (“BMR”),
as applicable;
PROPOSAL 2: To approve a new investment
sub-advisory agreement with the noted sub-adviser for each applicable Series listed under Proposal 2 in the Proxy Statement;
What are shareholders being asked
to approve?
Shareholders of each Series will be
asked to approve a new investment advisory agreement with Eaton Vance or BMR, as applicable, and shareholders of certain Series
will also be asked to approve a new investment sub-advisory agreement.
What is happening?
On October 7, 2020, Eaton Vance Corp.
(“EVC”), the parent company of each of Eaton Vance Management (“Eaton Vance”) and Boston Management and
Research (“BMR” and, together with Eaton Vance, the “Advisers” and, each individually, an “Adviser”),
entered into a definitive agreement and plan of merger (the “Merger Agreement”) with Morgan Stanley pursuant to which
Morgan Stanley will acquire EVC and its affiliates, including both of the Advisers (the “Transaction”). The closing
of the Transaction is subject to the completion or waiver of various conditions, and is expected to close in the second quarter
of 2021 (the “Closing”).
How is the Transaction relevant
to my Fund?
EVC is the parent company of each of the
Advisers. The Transaction is relevant to your Fund(s) because either Eaton Vance or Boston Management and Research (“BMR”)
serves as investment adviser to your Fund or as investment adviser to a Fund in which your Fund invests.
In addition, certain Funds have investment
sub-advisory relationships with Eaton Vance Advisers International Ltd. (“EVAIL”) or Atlanta Capital Management Company,
LLC (“Atlanta Capital”). Each of EVAIL and Atlanta Capital is an affiliate of the Advisers.
Because each of the Advisers, EVAIL and
Atlanta Capital are wholly-owned subsidiaries of EVC, upon the Closing, each of the Advisers, EVAIL and Atlanta Capital will become
indirect wholly-owned subsidiaries of Morgan Stanley.
Proposals
1 & 2 – New IAA Series (Eaton Vance Floating-Rate Fund and Eaton Vance Floating-Rate Advantage Fund)
Some Series
(the “New IAA Series”) which are organized as feeder funds in master-feeder structures where the master fund is a Portfolio,
do not currently have investment advisory agreements in place. Rather, there exists an investment advisory agreement between the
underlying Portfolio and BMR and the New IAA Series allocates all of its assets to such underlying Portfolio. For consistency across
similarly structured funds and investment flexibility, Eaton Vance proposed, and the Board of each such New IAA Series has approved,
new investment advisory agreements with respect to the New IAA Series.
With respect
to the New IAA Series, new investment advisory agreements with Eaton Vance are being proposed. These agreements are being proposed
irrespective of the Transaction and are proposed to become effective even if the Closing does not occur.
If the investment
advisory agreement is approved by shareholders of a New IAA Series, the new agreement(s) will become effective as of the Closing
or on another date determined by an officer of the Series.
How will the Transaction affect
each Fund’s investment advisory agreement or subadvisory agreement?
Upon the Closing, each Fund’s investment
advisory agreement with its Adviser and, if applicable, investment sub-advisory agreement with its Sub-Adviser, may be deemed to
automatically terminate. This is because the Investment Company Act of 1940, as amended (the “1940 Act”), which regulates
investment companies such as the Funds, requires investment advisory and investment sub-advisory agreements to terminate automatically
in the event of an assignment of the agreement.
How will the Transaction potentially
benefit my Fund?
It is expected that the Transaction
will deliver long-term financial benefits for the Funds. The combined business of EVC and Morgan Stanley will offer a unique public
and private market investment solution set to clients in the industry and is expected to have the resources to bring deep capital
markets and value-added service excellence to EVC and its affiliates’ relationships.
Approval of the new investment advisory
and investment sub-advisory agreements will provide continuity of the investment program you selected through your investment in
the Fund(s) and help to ensure that each Fund’s operations continue uninterrupted after the Closing.
How do the proposed new investment
advisory and new investment sub-advisory agreements differ from my Fund’s current investment advisory and, as applicable,
investment sub-advisory agreements?
While certain provisions have been updated,
the proposed investment advisory agreements with each Adviser are substantially similar to the current investment advisory agreements
with such Adviser.
The proposed investment sub-advisory
agreements with each Sub-Adviser are substantially similar to the current investment sub-advisory agreements with such Sub-Adviser.
The services that your Fund(s) will
receive under the new investment advisory agreement and, if applicable, investment sub-advisory agreement are expected to be substantially
similar to those it receives under the current investment advisory agreement and, if applicable, investment sub-advisory agreement.
New IAA
Series
For each
New IAA Series, the proposed investment advisory agreement with Eaton Vance is substantially similar to the current investment
advisory agreements between BMR and the applicable Portfolio in which each such New IAA Series invests.
Will my Fund’s contractual
management fee rates increase?
The investment advisory fee rates and
the investment advisory and administrative services fee rates (referred to collectively as “management fee” rates)
proposed for the Funds will remain the same as under their existing agreements. No sub-adviser will receive increased investment
sub-advisory fees as a result of the Transaction.
New IAA
Series
No changes
in the management fees paid by the New IAA Series are anticipated if these agreements are approved by shareholders. Eaton Vance
will not charge a management fee with respect to Series assets invested in an underlying Portfolio or other investment company
for which Eaton Vance or its affiliates serve as investment adviser and receive an advisory fee.
In the event
Eaton Vance manages directly any assets of a New IAA Series, the applicable management fee rate payable by such New IAA Series
will be the same as that payable to BMR by its corresponding Portfolio.
Each New IAA Series expects to continue to invest all of its assets in its respective underlying Portfolio.
Will the new investment advisory
agreement and the new investment sub-advisory agreement, if applicable, result in any changes in the investment objective(s) or
investment strategy of my Fund?
The new agreements are not expected
to result in any changes to any Fund’s investment objective(s) or investment strategy.
Will the new investment advisory
agreement and the new investment sub-advisory agreement, if applicable, result in any changes in the portfolio management?
The portfolio managers for each Fund
(except the New IAA Series, which currently have no portfolio managers) are expected to continue in such roles upon the Closing.
The New IAA
Series will have the same portfolio managers as their respective corresponding Portfolio, although Eaton Vance will serve as investment
adviser to the New IAA Series and BMR will continue to serve as investment adviser to the Portfolios.
Will the Transaction be completed
if the Proposal(s) are not approved?
The Closing may take place even if shareholders
of a Fund(s) do not approve the Proposal(s). If this should happen, the Board(s) of such Fund(s) would consider what additional
actions to take, which could include continuing to solicit approval of a new investment advisory or sub-advisory agreement. In
addition, the Advisers could (and expect to) propose that the Board of each Fund approve an interim investment advisory agreement
and, as applicable, an interim investment sub-advisory agreement to permit continuity of management while solicitation continues.
The terms of the interim investment advisory and sub-advisory agreements would be identical to those of the current agreements
except for term and escrow provisions required by applicable law.
THE BOARD OF EACH
SERIES UNANIMOUSLY RECOMMENDS A VOTE “FOR”
THE BOARD OF EACH
SERIES UNANIMOUSLY RECOMMENDS A VOTE “FOR” PROPOSAL 3
Will one Proposal pass if the other
Proposals are not approved?
Except with respect to the New IAA Series,
the Proposals are subject to the Closing. If the Closing does not
occur, the Proposals will be deemed null and
the Boards will consider whether other actions are warranted, except that investment advisory and sub-advisory agreements for New
IAA Series will be implemented if approved by shareholders.
Proposal 1 is not contingent on the
approval of any other Proposal. Proposal 2, with respect to a particular Series, is contingent upon approval of Proposal 1 by that
Series. If the shareholders of a given Series do not approve Proposal 1, then Proposal 2 will be deemed null with respect to that
Series and the Board of that Series will then consider whether other actions, if any, are warranted.
Proposal 3 requests instructions on
how an Investing Fund should vote its interest in one or more Underlying Funds, and is therefore not contingent on the approval
of any other Proposal. At the meetings of the Underlying Funds, which will take place on February 18, 2021, the approval of an
Underlying Fund’s investment advisory agreement (for which Proposal 3 seeks your instructions) will not be contingent on
the approval of any other proposal.
Is my Fund paying for the Transaction
or the proxy solicitation?
The Funds will not bear any portion
of the costs associated with the Transaction. All costs of the Proxy Statement and the Meeting, including proxy solicitation costs,
legal fees, and the costs of printing and mailing the Proxy Statement, will be borne by EVC.
PHONE:
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To cast your vote by telephone with a proxy specialist, call the toll-free number found on your proxy card. Representatives are available to take your voting instructions Monday through Friday 9:00 a.m. to 10:00 p.m. Eastern Time.
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MAIL:
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To vote your proxy by mail, check the appropriate voting box on the proxy card, sign, date and return the card in the enclosed postage-paid envelope.
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TOUCH-TONE:
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To cast your vote via a touch-tone voting line, call the toll-free number and enter the control number found on your proxy card.
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INTERNET:
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To vote via the Internet, go to the website on your proxy card and enter the control number found on your proxy card.
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ADDITIONAL INFORMATION REGARDING THE MEETING
LOCATION
As part of the effort to maintain a
safe and healthy environment at the Meeting, the Series and the Series’ Boards of Trustees or Board of Directors, as applicable
(each a “Board” and, collectively, the “Boards”) are closely monitoring statements issued by the Centers
for Disease Control and Prevention (cdc.gov) and local authorities regarding the novel coronavirus disease, COVID-19.
For that reason, the Boards reserve
the right to reconsider the date, time, and/or means of convening the Meeting for one or more Series. Subject to any restrictions
imposed by applicable law, the Boards may
choose to conduct the Meeting of one
or more Series solely by means of remote communications, or may hold a “hybrid” meeting where some participants attend
in person and others attend by means of remote communications.
If the Boards choose to change the date,
time, and/or means of convening the Meeting for a Series, the Series will publicly announce the decision to do so in advance, and
details on how to participate will be issued by press release and filed with the U.S. Securities and Exchange Commission as additional
proxy material.
Proxy Materials Are Available
Online At: https://www.proxy-direct.com/evf-31793
NAME OF FUND
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CUSIP
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Eaton Vance Atlanta Capital SMID-Cap Fund
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277902656
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Eaton Vance Atlanta Capital SMID-Cap Fund
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277902615
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Eaton Vance Atlanta Capital SMID-Cap Fund
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277902698
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Eaton Vance Atlanta Capital SMID-Cap Fund
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277902680
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Eaton Vance Atlanta Capital SMID-Cap Fund
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277902235
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Eaton Vance Floating-Rate Fund
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277911129
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Eaton Vance Floating-Rate Fund
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277911517
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Eaton Vance Floating-Rate Fund
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277911491
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Eaton Vance Floating-Rate Fund
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27826A730
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Eaton Vance Floating-Rate Advantage Fund
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277923678
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Eaton Vance Floating-Rate Advantage Fund
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277923660
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Eaton Vance Floating-Rate Advantage Fund
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277923645
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Eaton Vance Floating-Rate Advantage Fund
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277923637
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Eaton Vance Floating-Rate Advantage Fund
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27826A623
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NAME OF FUND
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CUSIP
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Eaton Vance Floating-Rate Fund
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277911533
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Eaton Vance Global Macro Absolute Return Advantage Fund
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27830W108
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Eaton Vance Global Macro Absolute Return Advantage Fund
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277923280
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Eaton Vance Global Macro Absolute Return Advantage Fund
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277923272
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Eaton Vance Global Macro Absolute Return Advantage Fund
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277923264
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Eaton Vance Income Fund of Boston
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277907101
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Eaton Vance Income Fund of Boston
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277907408
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Eaton Vance Income Fund of Boston
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277907200
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Eaton Vance Income Fund of Boston
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277907507
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Eaton Vance Income Fund of Boston
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277907705
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Eaton Vance Short Duration Government Income Fund
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277911160
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Eaton Vance Short Duration Government Income Fund
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277911145
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Eaton Vance Short Duration Government Income Fund
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277923561
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Eaton
Vance Funds
Abstention Script
(ABSTAIN FOR QUORUM)
Good (morning, afternoon, evening),
my name is (AGENT’S FULL NAME).
May I please
speak with (SHAREHOLDER’S FULL NAME)?
(Re-Greet If Necessary)
I am calling on a recorded line regarding
your current investment in the Eaton Vance Funds.
I apologize for any inconvenience; however,
since I assume you are not able to attend the Joint Special Meeting of Shareholders for Eaton Vance Funds scheduled to take place
on February 18, 2021, I just wanted to confirm that you would like to vote Abstain?
(Pause For Response)
(Review Voting Options with Investor
If Necessary)
If we identify any additional accounts
you hold in the Eaton Vance Funds before the meeting takes place, would you like us to vote those accounts in the same manner as
well? (Pause For Response)
*CONFIRMATION:
I am recording your (Recap Voting Instructions) for voter confirmation number
(CONTROL#) today (Today’s Date & Time).
For confirmation purposes:
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Please state your full name. (Pause)
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According to our records, you reside in (city, state, zip code).
(Pause)
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To ensure that we have the correct address for the written confirmation,
please state your street address. (Pause)
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Thank you. You will receive written
confirmation of this vote within 3 to 5 business days. Upon receipt, please review and retain for your records. If you should have
any questions, please call the toll free number listed on the confirmation. Mr. /Ms. ___________, your vote is important and your
time is greatly appreciated. Thank you and have a good (morning, afternoon, evening.)
REBUTTAL:
If you are unsure how to vote, you can simply
Abstain which is neither a favorable nor an against vote. Doing so will ensure that your shares are represented at the upcoming
Special Meeting of Shareholders, which will help avoid further costly adjournments.
Would you like to Abstain?
EATON VANCE FUNDS ALTERNATIVE OUTREACH
CALLS GREETINGS SLIP
FOR INTERNAL DISTRIBUTION ONLY –
UPDATED 01-12-2021
GREETING
Good (DAY/EVENING). You’ve
reached the Eaton Vance Funds proxy line.
My name is (AGENT’S FULL
NAME). May I please have the phone number we contacted you at to better assist you? (Pause for response and search
phone number in TELATHENA)
Once account is located: Am
I speaking to (SHAREHOLDER’S FULL NAME) of (CITY, STATE, AND ZIP)?
(Confirm) (Once Confirmed, Copy Registration
into TELATHENA) (Disposition and Notate in TELATHENA)
Please note this call is being monitored for
record keeping, training and for quality-assurance purposes.
(Proceed to appropriate section)
OR
VOTE
(Proceed to Voting Script)
OR
INFORMATION REP
Do you have any questions regarding your proxy
or the Eaton Vance Funds Joint Special Meeting of Shareholders? (Answer shareholder questions and then proceed)
If you do not have any other questions
at this time, as a convenience I can record your voting instructions by phone. Would you like to vote your shares now?
(Proceed To Voting Script If Shareholder
Is Ready To Vote)
OR
CONTACT UNSURE WHO OWNS
Our records indicate that Mr. / Ms.
(FULL NAME) have a relationship with Eaton Vance Funds which entitles them to vote their positions at the Joint Special Meeting
of Shareholders. Are they available?
(Pause For Response) (Proceed to Voting Script If Shareholder Is Ready To Vote)
VOTING SCRIPT
The Board is recommending a vote “FOR”
the Proposals. Would you like to vote along with the Board’s recommendation?
(Pause For Response) (Review Voting
Options with Shareholder If Necessary)
If we identify any additional accounts
you hold in the Eaton Vance Funds before the meeting takes place, would you like us to vote those accounts in the same manner as
well?
(Pause For Response)
*Confirmation – I am recording
your (Recap Voting Instructions) for voter confirmation number (CONTROL#) today (Today’s
Date & Time).
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Please state your full name. (Pause)
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According to our records, you reside in (city, state, zip code).
(Pause)
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To ensure that we have the correct address for the written confirmation,
please state your street address. (Pause)
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Thank you. You will receive written
confirmation of this vote within 3 to 5 business days. Upon receipt, please review and retain for your records. If you should have
any questions, please call the toll free number listed on this confirmation. Mr. /Ms. ___________, your vote is important and your
time is greatly appreciated. Thank you and have a good (morning, afternoon, evening.)
Eaton
Vance Funds
Any Vote Call Guide
(Any Vote)
Good (morning, afternoon, evening),
my name is (AGENT’S FULL NAME).
May I please speak with (SHAREHOLDER’S
FULL NAME)?
(Re-Greet If Necessary)
I am calling on a recorded line regarding
your current investment in the Eaton Vance Funds.
The reason for my call is to inform
you that the Joint Special Meeting of Shareholders is scheduled to take place on February 18, 2021 and currently our records indicate
your vote has not been recorded.
The Board is recommending a vote “FOR”
the proposals, but you may also cast an “Against” or “Abstain” vote.
Would you like to vote “For”,
“Against” or “Abstain”?
(Pause For Response)
(Review Voting Options with Shareholder
If Necessary)
If we identify any additional accounts
you hold in the Eaton Vance Funds before the meeting takes place, would you like to vote those accounts in the same manner as well?
(Pause For Response)
*Confirmation – I am recording
your (Recap Voting Instructions). for voter confirmation number (CONTROL#) today (Today’s
Date & Time).
For confirmation purposes:
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Please state your full name. (Pause)
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According to our records, you reside in (city, state, zip code).
(Pause)
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To ensure that we have the correct address for the written confirmation,
please state your street address. (Pause)
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Thank you. You will receive written
confirmation of this vote within 3 to 5 business days. Upon receipt, please review and retain the written confirmation for your
records. If you should have any questions, please call the toll free number listed on the confirmation. Mr. /Ms. ___________, your
vote is important and your time is greatly appreciated. Thank you and have a good (morning, afternoon, evening.)
Eaton Vance Funds
Level I Answering Machine
Script
Hello.
I am calling regarding your investment
in the Eaton Vance Funds.
The Joint Special Meeting of Shareholders
is scheduled to take place on February 18, 2021. All shareholders are being asked to consider and vote on important matters. As
of today, your vote has not been registered.
Please contact us as soon as possible at
1-866-864-3926 Monday through Friday between the hours of 9:00am and 10:00pm Eastern Time.
Your vote is very important. Thank you
and have a good day.
Eaton
Vance Funds
Inbound Script
Good (morning, afternoon, evening).
Thank you for calling the Eaton Vance Funds proxy voting line. My name is (AGENT’S FULL NAME). How may
I help you? (Pause for response)
Responding to Initial Mailing Received:
The material you received is regarding
the Joint Special Meeting of Shareholders scheduled for February 18, 2021.
Can
I please have the last name and zip code on the materials you received to better assist you?
(Pause for response)
--------Locate and verify account.
Thank you. Please note that this call
may be recorded for quality assurance purposes.
If you’re not able to attend the meeting,
I can record your voting instructions by phone.
Your Board is recommending a vote
“For” the proposals.
If shareholder has questions:
I would be happy to review the meeting
agenda and record your vote by phone. REVIEW MEETING PROPOSAL USING FACT SHEET.
The Board is recommending a vote
“For” the proposals.
Would you like to vote along with
the Board’s recommendation?
(Pause For Response)
(Review Voting Options with Shareholder
If Necessary)
If we identify any additional accounts
you hold in the Eaton Vance Funds before the meeting takes place, would you like to vote those accounts in the same manner as well?
(Pause For Response)
*Confirmation – I am recording
your (Recap Voting Instructions). for voter confirmation number (CONTROL#) today (Today’s
Date & Time).
For confirmation purposes:
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·
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Please state your full name. (Pause)
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·
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According to our records, you reside in (city, state, zip code).
(Pause)
|
|
·
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To ensure that we have the correct address for the written confirmation,
please state your street address. (Pause)
|
Thank you. You will receive written
confirmation of this vote within 3 to 5 business days. Upon receipt, please review and retain for your records. If you should have
any questions, please call the toll free number listed on the confirmation. Mr. /Ms. ___________, your vote is important and your
time is greatly appreciated. Thank you and have a good (morning, afternoon, evening.)
Eaton
Vance Funds
Level I Guide
Good (morning, afternoon, evening),
my name is (AGENT’S FULL NAME).
May I please speak with (SHAREHOLDER’S
FULL NAME)?
(Re-Greet If Necessary)
I am calling on a recorded line regarding
your current investment in the Eaton Vance Funds. I wanted to confirm that you have received the proxy material for the Joint Special
Meeting of Shareholders scheduled to take place on February 18, 2021.
Have you received the information?
(Pause for response)
If “Yes” or positive response:
If you’re not able to attend the meeting,
I can record your voting instructions by phone. Your Board is recommending a vote “For” the proposals.
If “No” or negative response:
I would be happy to review the meeting agenda
and record your vote by phone. However, the Board is recommending a vote “For” the proposals.
Would you like to vote along with the Board’s
recommendation?
(Pause For Response) (Review Voting
Options with Shareholder If Necessary)
If we identify any additional accounts
you hold in the Eaton Vance Funds before the meeting takes place, would you like to vote those accounts in the same manner as well?
(Pause For Response)
*Confirmation – I am recording
your (Recap Voting Instructions) for voter confirmation number (CONTROL#) today (Today’s Date & Time).
For confirmation purposes:
|
·
|
Please state your full name. (Pause)
|
|
·
|
According to our records, you reside in (city, state, zip code).
(Pause)
|
|
·
|
To ensure that we have the correct address for the written confirmation,
please state your street address. (Pause)
|
Thank you. You will receive written
confirmation of this vote within 3 to 5 business days. Upon receipt, please review and retain for your records. If you should have
any questions, please call the toll free number listed on the confirmation. Mr. /Ms. ___________, your vote is important and your
time is greatly appreciated. Thank you and have a good (morning, afternoon, evening.)
Eaton Vance Open-End Funds
and NextShares
SCRIPT 2: Live
This is Tom Faust, Chief Executive Officer of Eaton
Vance and a Trustee of the Eaton Vance Funds.
I understand that you or someone else in your household
owns shares of one or more Eaton Vance Funds.
Fund shareholders are being asked to approve new investment
advisory agreements in connection with the proposed acquisition of Eaton Vance by Morgan Stanley. By combining the capabilities
and resources of Eaton Vance and Morgan Stanley Investment Management, we seek to better serve Fund shareholders and our other
clients. To date, we have received responses from thousands of shareholders in support of the Fund proposals but we still need
to hear from you.
It is very important that you vote your shares.
Please vote now by pressing 1.
For more information on this matter, please press 2.
To refer us to someone else in your household, please
press 3.
Thank you for your assistance.
SCRIPT 3 – Live and machines
This is Tom Faust, Chief Executive Officer of Eaton
Vance.
I understand that you or someone else in your household
owns shares of one or more Eaton Vance Mutual Funds.
Fund Shareholders are being asked to approve new investment
advisory agreements in connection with the proposed acquisition of Eaton Vance by Morgan Stanley. By combining the capabilities
and resources of Eaton Vance and Morgan Stanley Investment Management, we seek to better serve Fund shareholders and our other
clients. To date, we have received responses from thousands of shareholders in support of the Fund proposals but we still need
to hear from you.
It is very important that you vote your shares.
Please vote now by pressing 1.
For more information on this matter, please press 2.
To refer us to someone else in your household, please
press 3.
If you are receiving this message on your answering
machine or voicemail, please contact us at 800-622-1569 between 9:00 a.m. and 10:00 p.m. Eastern Time. That’s 800-622-1569.
It will take only a few minutes of your time.
Thank you for your assistance.
SCRIPT 4 – Machines only
This is Tom Faust, Chief Executive Officer of Eaton
Vance.
I understand that you or someone else in your household
owns shares of one or more Eaton Vance Mutual Funds.
Fund Shareholders are being asked to approve new investment
advisory agreements in connection with the proposed acquisition of Eaton Vance by Morgan Stanley. By combining the capabilities
and resources of Eaton Vance and Morgan Stanley Investment Management, we seek to better serve Fund shareholders and our other
clients. To date, we have received responses from thousands of shareholders in support of the Fund proposals but we still need
to hear from you.
It is very important that you vote your shares.
If you are receiving this message on your answering
machine or voicemail, please call 800-622-1569 between 9:00 a.m. and 10:00 p.m. Eastern Time. That’s 800-622-1569.
It will take only a few minutes of your time.
Thank you for your assistance.
SHAREHOLDER SERVICES
Shareholder Name
Address 1
Address 2
Address 3
PRIORITY NOTICE – PLEASE
READ AND RESPOND
Dear Valued Shareholder,
We have been unable to reach you to discuss important changes
affecting your investment in the Eaton Vance Funds. This pertains to a Joint Special Meeting of the Funds’ shareholders,
which has been called to vote on a significant matter.
We are requesting your prompt response
no later than February 17, 2021.
It is essential that we speak to you regarding this matter.
The call will only take a few moments of your time and you will not be asked for any confidential information.
Please call us toll-free at (877) 478-5043 between 9:00
a.m. and 10:00 p.m. Eastern time Monday through Friday. At the time of the call, please refer to the reference number listed
below.
REFERENCE
NUMBER: 123456789
Thank you in advance for your assistance.
Sincerely,
Thomas J. Nader
Executive Vice President
AST Fund Solutions, LLC.
Issuer Services
Group
Shareholder Name
Address 1
Address 2
Address 3
IMPORTANT NOTICE
Re: [insert
fund name]
Dear Shareholder:
We have tried unsuccessfully
to contact you regarding a very important matter concerning your investment in [insert fund
name] (the “Fund”). This matter pertains to an important operating initiative for the Fund.
It is very important that we
speak to you regarding this matter.
Please call toll-free at (877)
478-5043 between 9:00 a.m. and 10:00 p.m. Eastern Time Monday through Friday or 10:00 a.m. to 6:00 p.m. Eastern Time on Saturday.
At the time of the call, please reference the number listed below.
INVESTOR
ID: “TAG ID”
The call will only take a few
moments of your time and there is no confidential information required.
Thank you for your time and
consideration.
Sincerely,
Thomas J. Nader
Executive Vice President
AST Fund Solutions, LLC.
48 Wall Street,
New York, NY 10005
|
EATON
VANCE FUNDS │ Machine Message Call Flow LEVEL
2
CELL PHONE MESSAGE FLOW
Hello. This message is for < RPC First Name, Last Name
> regarding the Eaton Vance Funds.
We are trying to reach you regarding your investment in
one or more of the funds.
At a shareholder meeting on February 18, the Eaton Vance
funds are undertaking an important initiative to approve new investment advisory agreements.
You should have received proxy materials requesting your
vote.
To vote, please call us at <866-864-3926> / <VIP
#>. That’s <866-864-3926> / <VIP #>. We would be happy to take your vote weekdays until 11pm Eastern and Saturdays
until 6pm.
If we have not reached the number for <RPC First Name,
Last Name> please call <866-864-3926> / <VIP #> so we can update our records.
Thank you for your time, we hope you will help us by voting.
RESIDENTIAL/LANDLINE MESSAGE FLOW
Hello, this is <rep name>, calling regarding the
Eaton Vance Funds.
We are trying to reach you regarding your investment in
one or more of the funds.
At a shareholder meeting on February 18, the Eaton Vance
funds are undertaking an important initiative to approve new investment advisory agreements.
You should have received proxy materials requesting your
vote.
To vote, please call us at <866-864-3926> / <VIP
#>. That’s <866-864-3926> / <VIP #>. We would be happy to take your vote weekdays until 11pm Eastern and Saturdays
until 6pm.
Thank you for your time, we hope you will help us by voting.
BUSINESS MESSAGE FLOW
Hello, this is <rep name>, calling regarding the
Eaton Vance Funds.
We are trying to reach you regarding the investment held
by <company name> in one or more of the funds.
At a shareholder meeting on February 18, the Eaton Vance
funds are undertaking an important initiative to approve new investment advisory agreements.
You should have received proxy materials requesting your
vote.
To vote, please call us at <866-864-3926> / <VIP
#>. That’s <866-864-3926> / <VIP #>. We would be happy to take your vote weekdays until 11pm
Eastern and Saturdays until 6pm.
Thank you for your time, we hope you will help us by voting.