Entry
Categories
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You may submit entries in
any or all of the following categories. |
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Printed Fund Company Communications |
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1. |
Investor Fulfillment/Prospectus Kit—Enter current shareholder
fulfillment mailer and prospectus or communications packet sent at
initial investor request. |
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2. |
Annual Report to Shareholders—Enter your current annual/semi-annual
reports. |
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3. |
Printed Shareholder Newsletter—Enter your printed shareholder
newsletter. |
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4. |
Printed Advisor
Newsletter—Enter your printed advisor newsletter. |
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5. |
Printed Shareholder Magazine—Enter
magazine-formatted shareholder communications. |
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6. |
Intermediary
Introduction Kit—Enter materials presented to advisors,
broker/dealers, etc., to introduce your firm and products. |
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Printed Educational and Promotional Materials |
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7. |
IRA
Communications—Enter IRA Communications (brochures, mailers,
education pieces) intended for your retail audience. |
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8. |
Special Retirement Communications—Enter
retirement Communications (brochures, mailers, education pieces) intended for your retail audience. |
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9. |
Plan Participant Retirement Brochure/Kit—Enter your educational
brochure(s) or package(s) on IRAs or retirement for use by plan
participants. |
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10. |
Educational Brochure—Enter your brochure(s) with special emphasis on
education (excluding IRA): college planning, asset allocation,
taxes, etc. |
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11. |
Special Communications—Enter education program(s) or special-message
mailing(s) targeted at current and/or prospective shareholders. |
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12. |
Plan Participant Communications—Enter printed educational materials
or collateral targeted to participant programs such as 401(k). |
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13. |
Plan Sponsor
Communications—Enter printed materials
or collateral targeted to plan sponsors. |
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14. |
Participant
Program Campaign—Enter complete educational and/or promotional
campaigns targeted to participant programs such as 401(k). |
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15. |
Printed Participant Newsletter—Enter
printed plan participant newsletters. |
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16. |
Advisor Communications—Enter education program(s) or special-message
mailing(s) targeted to financial advisors and other intermediaries.
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17. |
Advisor Communication Campaign—Enter educational and/or
promotional campaigns targeted to financial advisors and other
intermediaries.
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Online Education & Services |
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18. |
Electronic
Shareholder Newsletter—Enter electronic versions of your
shareholder newsletter. |
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19. |
Electronic Advisor
Newsletter—Enter
electronic versions of your advisor newsletter. |
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20. |
Online Participant Program Communications—Enter online programs and
educational materials targeted to participant programs such as 401(k). |
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21 |
Online Retirement Center—Enter your website’s retirement
center/section targeted to retail investors, plan participants or
advisors. |
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22. |
Online Planning Center—Enter targeted planning centers presented at
your website such as estate planning, investing for children or college
planning. |
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23. |
Online Shareholder
Services—Enter sections of your website that provide unique and
special services to shareholders such as account access or planning and
education tools. |
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24. |
Online Advisor Services—Enter
sections of your website that provide unique and special services to
advisors and other intermediaries, such as client access, business
building tools and sales ideas. |
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25. |
Online Innovation—Enter unique website features or programs that
demonstrate innovative approaches to online fund communications. |
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26. |
Online Marketing Campaign—Enter online or e-mail marketing
campaigns. |
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27. |
Retail Home Page—Enter the homepage of your retail website that
introduces your firm and funds to individual investors. |
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28. |
Advisor Home Page—Enter the homepage of your advisor website that
introduces your firm and funds to advisors. |
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29. |
Retail Website—Enter your company website that serves retail
investors by submitting URLs of key sections, features and tools. |
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30. |
Advisor Website—Enter your company website that serves advisors by
submitting URLs of key sections, features and tools. |
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*For
online entries, provide all URLs and/or printed pages you would like
evaluated. |
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Special Awards |
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31. |
Wild Card—Enter that special
effort that doesn’t fit into any other category. Be creative! (One entry
per company.) |
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32. |
Overall Communications Effort—This is the top award given in each of
the three asset categories. To be considered for a STAR Award for
overall communications, your firm must submit at least one
entry from each of the following three entry categories:
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Printed Fund Company Communications
(Entry Categories 1-6)
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Printed Educational and Promotional Materials
(Entry Categories 7-17)
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Online Education & Services (Entry Categories 18-26)
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