DEFA14A 1 tm2221546d6_defa14a.htm DEFA14A

 

 

 

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

SCHEDULE 14A

 

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  ¨

 

Check the appropriate box:

 

¨Preliminary Proxy Statement
¨Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))
¨Definitive Proxy Statement
xDefinitive Additional Materials
¨Soliciting Material under §240.14a-12

 

 

VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND

VIRTUS CONVERTIBLE & INCOME FUND

VIRTUS CONVERTIBLE & INCOME FUND II

VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND

VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND

VIRTUS EQUITY & CONVERTIBLE INCOME FUND

VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND

(Name of Registrant as Specified in Its Charter/Declaration of Trust)

 

 

(Name of Person(s) Filing Proxy Statement, if other than the Registrant)

 

Payment of Filing Fee (Check the appropriate box):

 

xNo fee required.
¨Fee paid previously with preliminary materials.
¨Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a6(i)(1) and 0-11.

 

 

 

 

 

 

The Virtus CEFs

 

 

INBOUND LINE MESSAGING

 

 

 

 

 

INBOUND – CLOSED RECORDING

 

Thank you for calling The Virtus Funds proxy voting line. Our offices are now closed. Please call us back during our normal business hours which are, Monday through Friday, 10:00 a.m. to 11:00 p.m. Eastern Time. Thank you and have a nice day.

 

 

INBOUND – CALL IN QUEUE MESSAGE

 

Thank you for calling The Virtus Funds proxy voting line. Our proxy specialists are currently assisting other shareholders. Your call is important to us. Please continue to hold and your call will be answered in the order in which it was received.

 

 

END OF CAMPAIGN MESSAGE*

 

Thank you for calling The Virtus Funds proxy voting line. The Annual Shareholder Meeting scheduled for Tuesday, September 27, 2022 was held. As a result, this toll-free number is no longer in service for proxy related shareholder calls. If you have questions about your Investment, please contact your Financial Advisor or call the Funds at 1-800-243-1574. Thank you.

 

 

 

*Please note that the End of Campaign Message should not be applied until Di Costa Partners has provided instruction to do so.

 

 

 

FOR DCP and DA PURPOSES ONLY

 

 

 

THE VIRTUS FUNDS

CALL CENTER OUTBOUND CALLING SCRIPT

 

 

Hello, my name is (CSR FULL NAME).

 

May I please speak with (SHAREHOLDER’S FULL NAME)?

(Repeat the greeting if necessary)

 

I am calling on a recorded line regarding your current investment in (FUND NAME). Materials were sent to you for the upcoming Joint Special Meeting of Shareholders scheduled to take place on September 27th, 2022 and at this time we have not yet received your vote. Do you recall receiving the information?

(Pause for shareholder’s response)

 

If YES or a positive response from the shareholder:

If you are unable to attend the meeting, I can record your vote by phone. The Board of Trustees has recommended a vote IN FAVOR of the proposals. Would you like to vote with the Board’s recommendation?

(Pause for shareholder’s response)

 

If we identify any additional accounts you own in The Virtus Funds prior to this meeting, would you like to vote those accounts in the same manner as you have voted with me today?

(Pause for shareholder’s response)

 

If NO or a negative response from the shareholder:

I would be happy to review the meeting agenda with you and record your vote by phone. The Board of Trustees have recommended a vote IN FAVOR of the proposal. Would you like to vote with the Board’s recommendation?

(Pause for shareholder’s response)

 

 

Shareholder Not Available:

We can be reached toll-free at 1-833-288-9331, Monday through Friday between the hours of 10:00AM and 11:00PM Eastern time. Your time today is appreciated. Thank you and have a good (MORNING, AFTERNOON, EVENING).

 

 

 

 

Confirming the vote with the shareholder:

I am recording your vote (RECAP VOTING INSTRUCTIONS FOR ALL PROPOSALS).

 

For confirmation purposes please state your full name.

(Pause for shareholder’s response)

 

According to our records, you reside in (city, state, zip code).

(Pause for shareholder’s response)

 

To ensure that we have the correct address for the letter confirming your vote, please state your street address.

(Pause for shareholder’s response)

 

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 in the letter. Mr./Mrs./Ms. (SHAREHOLDER’S LAST NAME), your vote is important and your time today is appreciated. Thank you and have a good (MORNING, AFTERNOON, EVENING).

 

 

 

 

FOR DCP and DA PURPOSES ONLY Updated: 8/5/2022

 

 

 

The Virtus Funds

CALL CENTER ANSWERING MACHINE SCRIPT

 

 

Hello.

 

I am calling on behalf of your current investment in The Virtus Funds.

 

The Joint Special Meeting of Shareholders is scheduled to take place on September 27th, 2022. All shareholders are being asked to consider and vote on important matters. As of today your vote has not been registered.

 

Your vote is important.

 

Please contact us as soon as possible, toll-free 1-833-288-9331, Monday through Friday between the hours of 10:00AM and 11:00PM Eastern time to cast your vote.

 

Thank you and have a good day.

 

 

 

 

FOR DCP and DA PURPOSES ONLY Updated: 8/5/2022