Fidelity presents FOCUS2023

Advisors are allowed to register one guest over the age of 21 to join the cocktail reception on Friday, October 27. Based on regulatory guidance, we are no longer able to accommodate guests at any breakfasts, breaks or lunches, or at the dinner on Thursday, October 26.

No, children are not permitted at any portion of the program. Advisors are welcome to register one guest over the age of 21 to join the cocktail reception on Friday, October 27.

Yes, simultaneous translation will be available for all sessions. For those who require this service, a headset will be provided on Thursday morning during registration.

All education sessions will take place at The Phoenician Resort (6000 East Camelback Road, Scottsdale, AZ, 85251) in the Phoenician Grand Ballroom.

Our event officially runs from registration at 7:15 a.m. MT on Thursday, October 26, to the closing reception at 9:30 p.m. MT on Friday, October 27 (sessions end at 2:00 p.m. on Friday). Please refer to the agenda for specific timing.

As a reminder, National Instrument 81-105, Mutual Fund Sales Practices, does not permit Fidelity Investments to pay for or provide accommodations for event attendees.

If you are staying with us at The Phoenician Resort (6000 East Camelback Road, Scottsdale, AZ, 85251), Fidelity Investments is pleased to offer a conference room rate of US$410 plus tax for a Run of House room from check-in Wednesday to checkout Saturday. You are responsible for making and paying for your room reservations with the hotel. Please refer to the instructions you receive in your confirmation email and take special note of the hotel deadline.

Note that the room block is for a Run of House room only; any persons requiring a double-bedded room are subject to hotel availability and pricing.

Rooms booked outside of these dates will be subject to hotel availability and regular room rates.

Phoenix Sky Harbor International Airport (PHX) – approximately a 20-minute drive to The Phoenician Resort, Scottsdale.

No, National Instrument 81-105, Mutual Fund Sales Practices, does not permit Fidelity Investments to pay for or provide transportation for attendees to and from the hotel. (This includes the payment of a car rental fee, parking expenses and gas or mileage in relation to a car used by an attendee during the conference.) You will need to make your own arrangements for airport transfer via your preference (taxi, car rental, airport shuttle, etc.).

As always, our plans are formed based on public health guidelines, with your health and safety top of mind. Before registering, please refer to The Phoenician Resort’s health and safety guidelines found here. (Subject to change based on state mandates or venue restrictions.)

Fidelity values the safety of its guests, speakers, staff, employees and vendors. Despite our best efforts, we cannot absolutely guarantee that you will not be exposed to COVID-19 while attending this event. An inherent risk exists in any large gathering. By attending this event, you voluntarily assume all risks related to exposure to COVID-19 and agree to abide by established protocols and guidelines.

The suggested attire for the duration of the conference is smart casual as described below:

Appropriate smart casual attire includes the following suggestions:

• sport jacket or blazer (recommended)
• dress pants
• business suits
• skirts/dresses
• collared/polo shirt
• dress shirts/blouse/cardigan
• neat slacks (non-denim)

Please feel free to dress in a manner that is appropriate and most comfortable for you.

Yes, Fidelity Investments is happy to support the green initiative effort by going paperless. Be sure to download the Fidelity event app on your mobile device, suitable for Apple or Android (instructions will be emailed to you prior to the trip). The app will contain all the details for our upcoming event, including the agenda, links to presentations and other relevant info. Plus, the app lets you ask questions of the speakers during their sessions.

Fidelity is committed to proactively researching and implementing eco-friendly alternatives to help improve sustainability at our events.

A few ways we achieve this:

• Where possible, we book venues that are designated as Green Lodging Destinations. Please see The Phoenician Resort’s sustainability and green practices here.
• We are a paperless conference and encourage you to download our event app (download details will be emailed to you closer to the event date).
• Any on-site signage Fidelity uses is 100% recyclable.
• We encourage you to bring your own reusable water bottle to refill at our water stations.
• Where possible, we use biodegradable packaging for any applicable items.

We encourage you to submit any other suggestion that you have may have to help support sustainability at our events. Please email Heather Farmer at [email protected].

Yes, complimentary Wi-Fi will be offered in the meeting areas.

To qualify for CE credits, you are required to register your attendance for each educational session of the event by scanning your name badge prior to each presentation. Fidelity will apply for credits separately for each session of the conference. Therefore, if you miss any sessions, you will not receive credits for that session.

Fidelity will apply for CE credits immediately following the event, and once we have received approval from the applicable regulatory bodies, CE certificates will be emailed directly to eligible attendees. Any applicable CE credits will be assigned retroactively and will be emailed to you in approximately six to eight weeks. We will submit event content to the following regulatory bodies for review:

• Institute for Advanced Financial Education (IAFE)
• Investment Industry Regulatory Organization of Canada (IIROC)
• Mutual Fund Dealers Association of Canada (MFDA)
• Chambre de la sécurité financière (CSF)*
• Institut québécois de planification financière (IQPF)*
• Alberta Insurance Council (AIC)
• FP Canada™
• Insurance Council of Manitoba (ICM)
• Insurance Councils of Saskatchewan (ICS)*
• Insurance Council of British Columbia (ICBC)

*Continuing education regulations in Quebec and Saskatchewan require that sessions which are submitted for accreditation must be at least one hour in length. Accordingly, Fidelity will apply for credits for certain sessions together (e.g., two consecutive portfolio manager presentations). In these cases, advisors from Quebec or Saskatchewan must attend both sessions to receive the credit.

Our entire event will be nut free. Fidelity ensures that all allergies and dietary restrictions or special needs are taken seriously, and we will do our best to accommodate your requirements. If applicable, please ensure you list your restrictions for yourself or your registered guest when filling out the registration page. Alternatively, you can email Heather Farmer at [email protected].

If you’d like to cancel, please contact Madeleine Andrew at [email protected].

Once registered, you will receive a confirmation email with all the trip details. Also, an informational email will be sent to you the week of October 16, 2023. If you have any immediate questions not covered here, please feel free to contact Madeleine Andrew at [email protected] or Heather Farmer at [email protected], and they will be happy to assist you.

Once registered, you will receive a confirmation email with all the trip details. Also, an informational email will be sent to you the week of November 21, 2022. If you have any immediate questions not covered here, please feel free to contact Darlyn Dimayuga at [email protected]; she will be happy to assist you.

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