SELECT CLIENT SERVICES TAKE ADVANTAGE OF EXCLUSIVE BENEFITS WITH T. ROWE PRICE SELECT CLIENT SERVICES Providing superior service—to all our clients—is a priority at T. Rowe Price. At the same time, we recognize that as investors’ assets grow, their service needs may increase as well. That’s why we created Select Client Services. Composed of several service levels, Select Client Services provides a suite of complimentary benefits; exclusive resources and services; and fast, responsive assistance for investors with a minimum amount of assets invested with our firm: Preferred Services begins at $100,000; Personal Services at $250,000; and Enhanced Personal Services at $1,000,000. WE KNOW YOU’RE BUSY, SO WE HAVE THREE CONVENIENT WAYS YOU CAN WORK WITH US n Online: Visit us at troweprice.com to get the convenience of managing your account online plus investment guidance that’s ready whenever you need it. We make it easy to choose mutual funds, prepare for retirement, save for college, and more. These services are free to everyone and are a great way to determine if you’re on target to meet your goals. We use the latest technology to secure our website, so you can have peace of mind every time you go online. n By Phone: Call us directly at 1-800-537-1098 for personalized assistance with your account. n In Person: Visit any of our Investor Centers throughout the United States to meet with a T. Rowe Price Investment Counselor in a relaxed setting. We offer personalized explanations of our products and services, and we can make recommendations to help you rebalance your portfolio to better meet your goals. INVEST WITH CONFIDENCE® Since 1937, T. Rowe Price has practiced and refined an investment approach that has weathered more than a few financial storms. And we remain steadfast in our commitment to time-tested, risk-aware investing principles that are designed to create long-term value for our clients. We take an independent, long-term approach to investment management that starts with our extensive in-house research capabilities. In addition, we work hard to hold costs down so that more of your investment can be put to work for you. TO LEARN MORE Visit troweprice.com/benefits Call 1-800-537-1098 Call us or visit our website to request a prospectus or summary prospectus; each includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. FIND OUT HOW TO TRANSFER AND CONSOLIDATE ASSETS n Transferring Assets: We offer assistance to you, making it simple and easy to move assets held elsewhere to T. Rowe Price, so you can take even greater advantage of our investment expertise. There’s no charge, and we can handle most of the paperwork for you. n Consolidating Assets: T. Rowe Price wants to save you time and give you more control over your investments. You’ll receive one concise statement that covers all your retirement and taxable accounts, so you’ll have a clearer picture of your entire portfolio. 10% 05379-38 T. ROWE PRICE INVESTMENT SERVICES, INC. K119-088 141957 10/14 SELECT CLIENT SERVICES EXCEPTIONAL BENEFITS FOR OUR VALUED CLIENTS referred Services P F or investors with $100,000 or more in assets 1 with T. Rowe Price, we automatically offer these complimentary services, benefits, and more: n Priority Access to Service Associates— A dedicated toll-free telephone number puts you directly in touch with our experienced Service Associates who are ready to assist you with mutual fund transactions, questions concerning your account, and inquiries regarding T. Rowe Price mutual funds and services. n Exclusive Online Benefits—Through the Preferred Services website, you have access to complimentary online resources to help you manage your investments and stay well informed. These online benefits include: •M orningstar.com’s Premium Membership2— This complimentary subscription (a $199/year value) entitles you to full Premium privileges on Morningstar.com. • Independent Research and News—Explore, evaluate, and track investments using the enhanced stock screener and charting options within the Premium News section. n Portfolio Summary Report—Our online Portfolio Summary Report provides an in-depth look at your assets by examining how well your T. Rowe Price funds are allocated. n Fee Waivers and Discounts—Through our Brokerage3 services, you can trade stocks online for as little as $9.95,4 with online option trades available for $9.95 plus $1.00 per contract.5 We waive a number of fees for Preferred Services clients, such as the account service fee and the annual Brokerage maintenance fee. n Investment Insights—To keep track of current financial and investment developments, we provide timely communications to tap into our expertise with Take Note. Our popular investment publication addresses a variety of issues for investors with substantial assets by clarifying tax strategies, estate planning, and other relevant investment topics. n First Notice of New Products and Services—Receive first notice of new fund launches, investment options, portfolio management tools, and innovative services. T. ROWE PRICE INVESTMENT SERVICES, INC. Personal Services F or investors with $250,000 or more in assets 1 with T. Rowe Price, we automatically offer all the Preferred Services benefits, as well as the following privileges: n Direct Access to the Personal Services Team—You’ll receive personalized attention from a select team of Client Managers dedicated to serving your investment needs. Our Client Managers work with you to address your long-term financial goals, as well as: • Review and answer questions about your account • Serve as your single point of contact for all T. Rowe Price mutual fund and retirement transactions • Suggest appropriate T. Rowe Price products and services • Provide a timely response to investment planning and financial matters n PersonalSolutions—Accomplishing complex, or even sensitive, investment objectives is now simpler. You will work one-on-one with a Client Manager who will oversee the entire process of completing important transactions for you, including filling out paperwork; contacting investment institutions, if necessary; and providing you with status updates to give you peace of mind. We also assist you, through completion, with any of the following: • Rolling over retirement accounts • Transferring assets from other institutions • Changing account ownership or registrations Enhanced Personal Services F or investors with $1,000,000 or more in assets1 with T. Rowe Price, we offer all the benefits from our Preferred and Personal Services programs, as well as the following benefits: n Direct Access to the Enhanced Personal Services Team—You will receive priority access to our most qualified team of Client Managers who are dedicated to providing helpful guidance for your overall financial plan. Our investment professionals will: • Serve as your primary contact for all T. Rowe Price mutual fund and retirement transactions • Suggest appropriate T. Rowe Price products and services • Provide a timely response to investment planning and financial matters • Work closely with you to streamline your investing process n Full Access to The Wall Street Journal Online 2— This complimentary subscription (a $348/year value) allows you to log in 24/7 to one of the most trusted sources for business news and get an edge on the stories and extensive stock listings of the day. n T. Rowe Price Advisory Planning Services6— We invite you to take advantage of a professional portfolio evaluation from our team of experts and let them provide a second opinion on your investment plan at no charge. Our advice depends on your goals and time horizon, whether you are in the process of saving for retirement, managing your retirement income, or evaluating your investment portfolio. We can provide you with an in-depth review of your current investment plan and provide you with expert solutions to help you meet your long-term investment and retirement goals. All Advisory Planning Services fees (a $250 value) are waived for Enhanced Personal Services clients. Advisory Planning Services Targeted advice for each stage of your financial life In today’s fast-paced world, you need a long-term investment plan that accurately reflects your goals and time horizon. T. Rowe Price Advisory Planning Services6 can provide you with an in-depth review of your current investment plan and expert solutions to help you meet your long-term investment and retirement goals. This comprehensive review can also include your current investments outside T. Rowe Price. We’ve built an experienced team of CERTIFIED FINANCIAL PLANNERTM practitioners, Advisory Counselors, Advisory Client Managers, and Service Associates to provide you with personalized solutions you can trust. Because our team members are salaried experts, and not commissioned salespeople, they can provide objective advice with one-on-one assistance that focuses on your most important financial goals. All fees associated with the T. Rowe Price Advisory Planning Services are waived (a $250 value) for investors with $500,000 or more in assets7 with T. Rowe Price or reimbursed for investors bringing at least $100,000 in new assets to the firm. We invite all other investors to take full advantage of our complimentary guidance services. To learn more about putting our financial expertise to work for you, please visit troweprice.com/aps. Private Asset Management Expert tax-efficient portfolio management and investment counseling Through our Private Asset Management group, T. Rowe Price currently manages more than $5 billion in separately managed portfolios for organizations and affluent individuals. Our clients have the opportunity to work closely with highly experienced Portfolio Managers to create an investment plan aligned with their goals while enjoying ongoing, discretionary investment management. Working with the Private Asset Management group, you will benefit from customized portfolios, a tax-sensitive investment approach, and access to a dedicated Portfolio Manager. To learn more about T. Rowe Price’s Private Asset Management services or to open an account,* please visit troweprice.com/benefits. Or, if you prefer, e-mail us directly at [email protected]. *The minimum investment for this service is $3 million per portfolio. Qualifying investments consist of T. Rowe Price mutual fund, Brokerage account, variable annuity, and T. Rowe Price College Savings Plan accounts that are directly owned, trust accounts for which you are a trustee, and UTMA/UGMA, T. Rowe Price College Savings Plan, and Education Savings Accounts for which you are a custodian. Assets held in a 401(k) plan, Maryland College Investment Plan, or University of Alaska College Savings Plan accounts also are eligible if you have a qualifying investment. Assets held in estate or corporate accounts are excluded. Your qualifying investment assets may be recognized with those of other eligible members of your household toward collective qualification for Select Client Services programs. 1 Morningstar®, Morningstar.com, Morningstar.net®, and Morningstar Mutual Funds are trademarks of Morningstar, Inc. The Wall Street Journal® and The Wall Street Journal OnlineSM are trademarks and service marks of Dow Jones. 2 Brokerage accounts are offered by T. Rowe Price Investment Services, Inc., member FINRA/SIPC. 3 $9.95 per trade for online stock trades. Customers who do not qualify are eligible for our competitive rate of $19.95 per trade for online stock trades. 4 Visit troweprice.com/benefits for a full description of Select Client Services benefits and qualifications. We’re here to help. Customers who do not qualify for our Select Client Services Program are eligible for the rate of $19.95 for online option trades, plus $1.00 per contract. 5 Services are offered through T. Rowe Price Advisory Services, Inc., a federally registered investment adviser. T. Rowe Price Advisory Services and T. Rowe Price Investment Services are affiliated companies. 6 Assets held in estate, corporate, and 401(k) accounts and 529 plans are excluded from the fee waiver criteria. 7
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