0000021847-01-500176.txt : 20011010
0000021847-01-500176.hdr.sgml : 20011010
ACCESSION NUMBER: 0000021847-01-500176
CONFORMED SUBMISSION TYPE: DEFA14A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20011005
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LIBERTY ACORN TRUST
CENTRAL INDEX KEY: 0000002110
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 362692100
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-01829
FILM NUMBER: 1753121
BUSINESS ADDRESS:
STREET 1: 227 W MONROE STE 3000
CITY: CHICAGO
STATE: IL
ZIP: 60606
BUSINESS PHONE: 3126349200
MAIL ADDRESS:
STREET 1: 227 W MONROE STE 3000
CITY: CHICAGO
STATE: IL
ZIP: 60606
FORMER COMPANY:
FORMER CONFORMED NAME: ACORN FUND INC
DATE OF NAME CHANGE: 19920703
FORMER COMPANY:
FORMER CONFORMED NAME: ACORN INVESTMENT TRUST
DATE OF NAME CHANGE: 19940204
DEFA14A
1
script_acornfunds.txt
ADDITIONAL SOLICITING MATERIALS
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
SCHEDULE 14A
(RULE 14A-101)
INFORMATION REQUIRED IN PROXY STATEMENT
SCHEDULE 14A INFORMATION
PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE
SECURITIES EXCHANGE ACT OF 1934
(AMENDMENT NO. )
FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ]
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Check the appropriate box:
[ ] Preliminary Proxy Statement
[ ] Definitive Proxy Statement
[X] Definitive Additional Materials
[ ] Soliciting Material Pursuant to sec.240.14a-11(c) or sec.240.14a-12
[ ] Confidential, for Use of the Commission Only (as permitted by Rule
14a-6(e)(2))
LIBERTY ACORN TRUST
(Name of Registrant as Specified in Its Charter)
(Name of Person(s) Filing Proxy Statement)
PAYMENT OF FILING FEE (CHECK THE APPROPRIATE BOX):
[X] No fee required.
[ ] Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11.
1) Title of each class of securities to which transaction applies:
2) Aggregate number of securities to which transaction applies:
3) Per unit price or other underlying value of transaction computed pursuant
to Exchange Act Rule 0-11 (Set forth the amount on which the filing fee is
calculated and state how it was determined):
4) Proposed maximum aggregate value of transaction:
5) Total fee paid:
[ ] Fee paid previously with preliminary materials.
[ ] Check box if any part of the fee is offset as provided by Exchange Act Rule
0-11(a)(2) and identify the filing for which the offsetting fee was paid
previously. Identify the previous filing by registration statement number,
or the Form or Schedule and the date of its filing.
1) Amount Previously Paid:
2) Form, Schedule or Registration Statement No.:
3) Filing Party:
4) Date Filed:
LIBERTY ACORN FUNDS
TELEPHONE SCRIPT
Introduction
Hello, my name is __________. I'm calling from DF King & Co., Inc., on behalf of
your investment in the Liberty Acorn Funds. May I please speak with __________?
(If shares are registered jointly, ask to speak with one of the shareholders; If
shares are registered in the form of an entity, ask to speak with someone
authorized to vote the shares).
The Funds mailed you proxy material concerning the upcoming meeting of
shareholders, which is scheduled for October 24, 2001. I am calling to find out
if you have received these materials. Do you have a moment?
Have you received the proxy materials in the mail?
If not, then help the shareholder obtain the material he requires. If a
NOBO, he/she should contact his/her broker. If registered, we will send
the materials directly. In either case, make sure the address is
correct, make any necessary corrections, and code the disposition as
"14" or "15".
Are you familiar with the proposals? Do you have any questions?
Take time to answer all questions carefully. Do not give advice. Remind
the shareholder that his/her Board Members has recommended that he/she
vote in favor of all proposals. Most questions can be addressed by
referring to the proxy statement and reading the appropriate sections.
At your earliest convenience, please vote by signing and dating the proxy card
you received, and returning it in the envelope provided. If you like, I can
record your vote over the telephone right now. Okay?
Allow the person to give you a response. If the person says he/she has
already sent in the proxy, do not ask how he/she voted.
Here is how we will proceed. I will record this phone call. I will ask you for
your name, your address and the last 4 digits of your social security number (or
Tax Identification Number if shares are registered to an entity). Finally, I
will ask how many shares you own (answer optional) and confirm that you have
received the proxy materials. Then I will take your votes. Within 72 hours, you
will be mailed a letter confirming your votes, which will tell you how to make
any changes you wish. Are you ready?
Begin the Vote
At this time, I'll begin recording the call. First, I'll reintroduce myself. My
name is __________, calling from DF King & Co on behalf of Liberty Acorn Funds.
Today's date is __________ and the time is __________.
May I please have your full name? If shareholder is an entity, may I please have
your title? Can you confirm that you are authorized to direct the voting of
(entity name) Liberty Acorn Funds shares?
May I please have your address?
May I have the last 4 digits of your social security number? (If shareholder is
an entity, ask for Tax Identification Number)
Input the last 4 digits of the SSN. You may not proceed without this
information. If the shareholder refuses to give this information, explain that
it is for security purposes only, to assure that only the proper person can vote
his shares. However, if the shareholder continues to resist, you have no choice
but to politely end the call.
Have you received the proxy materials?
Actual Voting
Your Board Members are asking you to consider a series of proposals which they
have studied carefully. They recommend that you vote in favor of all proposals.
Would you like to vote in favor of all the proposals as recommended by your
Board?
If you are required to read the proposals individually, end each
proposal by saying, "Your Board recommends that you vote in favor. How
would you like to vote?" For most proposals, the valid responses are
F = For proposal.
A = Against proposal.
B = Abstain.
For Director voting, the only valid responses are:
F = For at least one or more of the
nominees.
W = Withhold authority for all nominees.
Closing
I have recorded your votes. You have voted __________. Is that correct? As your
voting agent I will execute a written proxy in accordance with your instructions
and forward it onto the fund.
.
In the next 72 hours, we will mail you a letter by first class mail confirming
your vote. If you wish to change your vote for any reason, please call us at the
phone number listed in the letter. Thank you for your time.
Liberty Acorn Funds
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Answering Machine Message
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Hello, this is _______ calling on behalf of the Liberty Acorn Funds. You should
have received material in the mail concerning the combined Special Shareholders
Meeting scheduled to be held on October 24, 2001.
At your earliest convenience, please sign, date, and return the proxy card in
the envelope provided. If you have any questions, need proxy material or would
like to vote by telephone, please call 1-800-290-6426.
Thank you for your consideration.