User Guide for Distributors

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1 Last revised on User Guide for Distributors fundinfo AG Tel.: +41 (0) Visit our websites: Rüdigerstrasse 15 Fax: +41 (0) P.O. Box CH Zurich Web:

2 2 Content 1. Introduction 3 2. Signing up 4 3. Setting up a subscription 9 4. Managing your subscription Preparing initial delivery Contact details 18

3 3 1. Introduction On paperboy.fundinfo.com, you can set up a subscription containing your own personal selection of funds. As a subscriber, you will automatically receive an with the latest KIIDs and other document types as soon as the fund providers have updated them. On our platform, you will find only the fund documents of fund providers participating in Paperboy. Use of the platform is free of charge. How to use this platform in three steps: 1. Set up a user account; 2. Set up a subscription; 3. Manage your subscription. The next few pages describe how to use this platform in more detail.

4 4 2. Signing up on paperboy.fundinfo.com (1/5) Click here to create a new user acount. You need to be a registered user to use paperboy.fundinfo.com.

5 5 2. Signing up on paperboy.fundinfo.com (2/5) Enter your account details. Press «Save» to confirm.

6 6 2. Signing up on paperboy.fundinfo.com (3/5) Your details have been saved. You will receive an shortly requesting confirmation of your registration. To activate your new user account, you need to open your and confirm your registration.

7 7 2. Signing up on paperboy.fundinfo.com (4/5) You will have received the following message: Click on the activation link to activate your account.

8 8 2. Signing up on paperboy.fundinfo.com (5/5) Select a country. Click on «Save» to confirm. All dispatching and retrieval of documents is logged for compliance reasons. Fund providers regularly receive a list of all the documents sent and retrieved. You need to accept our compliance tracking policy in order to use Paperboy. You may select only one country per address. If you wish to receive KIIDs for more than one country, you will need to create separate user accounts with different addresses. Or you can ask the fund provider to set up a subscription for you. You are now ready to set up a subscription.

9 9 3. Setting up a subscription (1/5) Search for specific funds here (by ISIN, fund name etc.). Click here to select funds of specific fund providers directly.

10 10 3. Setting up a subscription (2/5) Search results

11 11 3. Setting up a subscription (3/5) This option allows you to add all the funds of a given fund company to your subscription. You may also open and view KIIDs directly on the platform (in several languages if available).

12 12 3. Setting up a subscription (4/5) This option allows you to add all the sub-funds of an umbrella fund to your subscription.

13 13 3. Setting up a subscription (5/5) This option allows you to add individual funds to your subscription. You may also add only individual share classes to your subscription.

14 14 4. Managing your subscription Click here to gain an overview of all the funds in your subscription and to add or remove funds as desired.

15 15 5. Preparing initial delivery (1/3) Also under «Subscriptions» you can prepare an initial delivery. Click on «Prepare initial delivery» and you will get within 24 hours an with links to the documents of all the funds in your subscription.

16 16 5. Preparing initial delivery (2/3) Here you can see that you will get an initial delivery within 24 hours.

17 17 5. Preparing initial delivery (3/3) You will receive the following message within 24 hours:

18 18 Contact details For more information about,, please contact either of the following persons: Nicole Steinmann or Chantal Dietzel / Tel.: +41 (0) Fund Document Services: Distributors may also receive the documents fed directly into their systems by fundinfo. KIIDs and other document types for Europe and Asia can be integrated directly in your platforms and applications. For more information about fundinfo's Fund Document Services, please contact: Jan Giller Head of Marketing & Sales Tel.: +41 (0)

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