Definitive Materials Filed by Investment Companies. (497)
2012年12月28日 - 10:59PM
Edgar (US Regulatory)
Effective February 1, 2013, the second paragraph and subsequent bullets in the sub-section directly beneath the main heading "Description of Share Classes" are restated as follows:
Class I shares generally are available only to the following eligible investors:
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certain retirement plans established for the benefit of employees and former employees of MFS or its affiliates;
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defined benefit retirement plans, endowments or foundations;
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bank trust departments or law firms acting as trustee or manager for trust accounts;
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investors who purchase shares through asset-based fee programs available through financial intermediaries;
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employees and former employees of MFS and its subsidiaries who were employed by MFS or its subsidiaries on or after January 1, 2013, trusts, pension, profit-sharing or other retirement plans for the sole benefit of such persons, and joint accounts with such persons' spouses or legal equivalents under applicable state law; and
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trustees and former trustees of any investment company for which MFD serves as a distributor and who served as trustee on or after January 1, 2013, trusts, pension, profit-sharing or other retirement plans for the sole benefit of such persons, and joint accounts with such persons' spouses or legal equivalents under applicable state law.
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In addition, MFD may accept, in its sole discretion, investments in Class I shares from purchasers not listed above.